3,465 hedge funds and large institutions have $365B invested in Visa in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 1,406 increasing their positions, 1,491 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,465
Holders Change
+51
Holders Change %
+1.49%
% of All Funds
54.64%
Holding in Top 10
519
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-5.46%
% of All Funds
8.18%
New
185
Increased
1,406
Reduced
1,491
Closed
101
Calls
$4.28B
Puts
$2.97B
Net Calls
+$1.3B
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Shares
Change %
I
2476
INVST
Indiana
$849K +$42K +177 +5%
WFAG
2477
Worth Financial Advisory Group
North Carolina
$848K +$39.4K +166 +5%
GWA
2478
GGM Wealth Advisors
Maryland
$848K +$848K +3,526 New
3F
2479
360 Financial
Minnesota
$848K
FC
2480
Forte Capital
New York
$844K -$44.2K -186 -5%
GIP
2481
Greatmark Investment Partners
Georgia
$843K +$16.6K +70 +2%
PFG
2482
Prosperity Financial Group
California
$840K +$25.4K +107 +3%
AWM
2483
Alterna Wealth Management
Texas
$837K -$6.41K -27 -0.8%
EWA
2484
Encompass Wealth Advisors
Oregon
$836K -$145K -612 -15%
PPP
2485
Private Portfolio Partners
New Jersey
$835K -$20.4K -86 -2%
LOIM
2486
Liberty One Investment Management
Illinois
$834K -$108K -456 -11%
JFA
2487
JNBA Financial Advisors
Minnesota
$834K -$40.6K -171 -5%
MCA
2488
Magnolia Capital Advisors
Mississippi
$833K +$1.43K +6 +0.2%
PCM
2489
Pointe Capital Management
Michigan
$833K -$8.31K -35 -1%
OW
2490
Olistico Wealth
Oklahoma
$833K +$110K +465 +15%
SMA
2491
Seven Mile Advisory
New Jersey
$833K +$833K +3,507 New
T
2492
TOBAM
France
$832K +$9.26K +39 +1%
IIM
2493
Ironwood Investment Management
Massachusetts
$831K -$48.2K -203 -5%
CD
2494
Chapin Davis
Maryland
$829K -$161K -677 -16%
PGWM
2495
Parisi Gray Wealth Management
New Jersey
$829K
HWA
2496
Heartwood Wealth Advisors
Virginia
$828K +$54.6K +230 +7%
MCM
2497
Mendel Capital Management
Arkansas
$827K +$6.41K +27 +0.8%
SRC
2498
Sage Rhino Capital
California
$824K +$712 +3 +0.1%
AWS
2499
Aspen Wealth Strategies
Colorado
$822K -$85.3K -359 -9%
WPW
2500
Warther Private Wealth
Ohio
$822K -$18K -76 -2%