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 %
CAL
2501
Capital Advisors Ltd
Ohio
$820K +$269K +1,135 +49%
PFG
2502
PAX Financial Group
Texas
$819K +$53.2K +224 +7%
LWM
2503
Liberty Wealth Management
California
$818K -$40.4K -170 -5%
OIA
2504
Optimum Investment Advisors
Illinois
$816K +$108K +456 +15%
GG
2505
Golden Green
South Carolina
$815K -$2.61K -11 -0.3%
RW
2506
REDW Wealth
New Mexico
$814K +$54.1K +228 +7%
CHJWM
2507
Carlton Hofferkamp & Jenks Wealth Management
Texas
$813K -$5.98K -25 -0.7%
AIA
2508
Angeles Investment Advisors
California
$809K +$809K +3,407 New
NEWAS
2509
N.E.W. Advisory Services
Wisconsin
$809K -$62.2K -262 -7%
PEA
2510
Park Edge Advisors
Ohio
$808K +$808K +3,404 New
LI
2511
LVZ Inc
Michigan
$808K +$16.9K +71 +2%
FOA
2512
Five Oceans Advisors
California
$808K -$1.66K -7 -0.2%
LAI
2513
Legal Advantage Investments
California
$807K
CANY
2514
Caxton Associates (New York)
New York
$807K -$10.1M -42,332 -93%
PWM
2515
Paulson Wealth Management
Illinois
$807K +$243K +1,022 +43%
HWM
2516
Howard Wealth Management
Connecticut
$803K -$150K -630 -16%
DTC
2517
Davidson Trust Company
Washington
$803K -$8.07K -34 -1%
CBT
2518
CoreFirst Bank & Trust
Kansas
$798K -$154K -650 -16%
FNC
2519
First National Corp
Massachusetts
$797K -$950 -4 -0.1%
CCM
2520
Carlson Capital Management
Minnesota
$797K +$119K +499 +17%
RP
2521
Riverwater Partners
Wisconsin
$796K
OFG
2522
Omega Financial Group
California
$795K -$23K -97 -3%
WA
2523
Wealth Architects
California
$794K +$21.6K +91 +3%
CWM
2524
Castle Wealth Management
Florida
$794K -$16.9K -71 -2%
ESBC
2525
E.S. Barr & Co
Kentucky
$794K +$69.1K +291 +10%