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 %
MSS
2451
Mitchell Sinkler & Starr
Pennsylvania
$727K +$230K +1,106 +46%
SIM
2452
SSI Investment Management
California
$725K -$416 -2 -0.1%
SRC
2453
Sage Rhino Capital
California
$724K +$15K +72 +2%
ME
2454
McIlrath & Eck
Washington
$723K +$21.6K +104 +3%
NICM
2455
Neo Ivy Capital Management
New York
$723K +$381K +1,835 +112%
GIP
2456
Greatmark Investment Partners
Georgia
$723K
RW
2457
Reframe Wealth
Virginia
$722K +$722K +3,474 New
CDIA
2458
Capital Directions Investment Advisors
Georgia
$722K +$722K +3,474 New
GA
2459
GFS Advisors
Texas
$721K
RP
2460
Riverwater Partners
Wisconsin
$720K +$7.69K +37 +1%
OFG
2461
Omega Financial Group
California
$715K +$2.91K +14 +0.4%
OPA
2462
Old Port Advisors
Maine
$713K -$26.6K -128 -4%
CA
2463
CoreCap Advisors
Michigan
$712K -$1.44M -6,939 -67%
FAG
2464
Fortitude Advisory Group
Washington
$712K -$51.3K -247 -7%
BFWA
2465
Benchmark Financial Wealth Advisors
Florida
$711K +$137K +659 +24%
PHIC
2466
Pine Haven Investment Counsel
Massachusetts
$711K +$57.1K +275 +9%
AF
2467
Apexium Financial
Texas
$710K
FOA
2468
Five Oceans Advisors
California
$706K -$7.06K -34 -1%
LAI
2469
Legal Advantage Investments
California
$706K
HFA
2470
High Falls Advisors
New York
$704K -$28K -135 -4%
PFG
2471
PAX Financial Group
Texas
$704K -$100K -482 -12%
CCM
2472
Compton Capital Management
Rhode Island
$703K
PWAG
2473
Polaris Wealth Advisory Group
California
$702K -$3.55K -16 -0.5%
CI
2474
Cavalier Investments
Georgia
$701K -$43.6K -210 -6%
CWP
2475
Curated Wealth Partners
California
$701K +$3.95K +19 +0.6%