3,389 hedge funds and large institutions have $329B invested in Visa in 2022 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,285 increasing their positions, 1,374 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,389
Holders Change
+229
Holders Change %
+7.25%
% of All Funds
54.68%
Holding in Top 10
509
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+18.65%
% of All Funds
8.21%
New
386
Increased
1,285
Reduced
1,374
Closed
94
Calls
$4.78B
Puts
$3.26B
Net Calls
+$1.52B
Net Calls Change
-$1.55B
Name Holding Trade Value Shares
Change
Shares
Change %
PFSC
2276
Peoples Financial Services Corp
Pennsylvania
$916K
PWSG
2277
Pacific Wealth Strategies Group
California
$915K +$12.7K +61 +1%
PWMG
2278
Pinnacle Wealth Management Group
Michigan
$915K -$62.4K -300 -6%
GPFA
2279
Game Plan Financial Advisors
Ohio
$913K +$1.66K +8 +0.2%
WE
2280
Wealth Effects
Massachusetts
$912K -$23.3K -112 -2%
WLPWM
2281
Walled Lake Planning & Wealth Management
Illinois
$912K -$203K -978 -18%
WTB
2282
Washington Trust Bank
Washington
$911K -$21.8K -105 -2%
WI
2283
Wedgewood Investors
Pennsylvania
$909K
OW
2284
Olistico Wealth
Oklahoma
$907K +$907K +4,365 New
OWA
2285
Outlook Wealth Advisors
Texas
$906K -$5.4K -26 -0.6%
FC
2286
Financial Consulate
Maryland
$906K -$195K -939 -18%
AA
2287
Aire Advisors
California
$905K -$157K -756 -15%
KCM
2288
KLK Capital Management
California
$902K +$16.6K +80 +2%
WCWM
2289
Willow Creek Wealth Management
California
$902K -$6.86K -33 -0.8%
HKAM
2290
Horizon Kinetics Asset Management
New York
$901K
CAM
2291
Cozad Asset Management
Illinois
$901K
EWM
2292
EPG Wealth Management
Georgia
$898K -$38.6K -186 -4%
WMP
2293
Wealth Management Partners
Arizona
$898K
SWP
2294
Semus Wealth Partners
Florida
$896K +$896K +4,312 New
JSW
2295
Journey Strategic Wealth
New Jersey
$895K +$274K +1,319 +44%
CIP
2296
Convergence Investment Partners
Florida
$893K +$21K +101 +2%
AA
2297
Alta Advisers
United Kingdom
$893K
EWA
2298
Encompass Wealth Advisors
Oregon
$890K +$92.7K +446 +12%
RWA
2299
Rainsberger Wealth Advisors
Colorado
$889K +$10.4K +50 +1%
CGFA
2300
Colton Groome Financial Advisors
North Carolina
$889K +$528K +2,541 +146%