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 %
FPCG
2526
Fort Pitt Capital Group
Pennsylvania
$792K -$73.4K -309 -8%
WEPOG
2527
Wealth Enhancement & Preservation of GA
Georgia
$791K +$69.3K +292 +10%
IIC
2528
Integrated Investment Consultants
Michigan
$788K -$950 -4 -0.1%
CAM
2529
Claret Asset Management
Quebec, Canada
$788K +$100K +421 +15%
ACA
2530
Ackerman Capital Advisors
Texas
$788K
NRC
2531
New Republic Capital
North Carolina
$787K +$10.5K +44 +1%
AF
2532
Apexium Financial
Texas
$786K -$15.7K -66 -2%
CS
2533
Cannell & Spears
New York
$786K +$122K +513 +18%
FWM
2534
Forza Wealth Management
Florida
$785K
IWA
2535
Inspirion Wealth Advisors
Illinois
$784K +$62.2K +262 +9%
KWM
2536
Kolinsky Wealth Management
New Jersey
$784K +$10.5K +45 +1%
VEA
2537
Virtus ETF Advisers
New York
$783K -$157K -661 -17%
FAG
2538
Fortitude Advisory Group
Washington
$782K -$53.9K -227 -6%
DFCM
2539
Dark Forest Capital Management
Puerto Rico
$781K +$781K +3,289 New
FFA
2540
Fi3 Financial Advisors
Indiana
$780K -$18.5K -78 -2%
APC
2541
Aspire Private Capital
North Carolina
$778K -$24.5K -103 -3%
TCPWM
2542
Traverso Chambers Private Wealth Management
California
$775K
WA
2543
Waddell & Associates
Tennessee
$774K -$6.65K -28 -0.9%
NSB
2544
Norway Savings Bank
Maine
$771K +$36.8K +155 +5%
KCM
2545
KRS Capital Management
Michigan
$770K +$237 +1 +0%
FBA
2546
Front Barnett Associates
Illinois
$769K
TCM
2547
Tufton Capital Management
Maryland
$768K -$201K -845 -21%
KFA
2548
Kapstone Financial Advisors
Ohio
$766K -$51.6K -215 -6%
CWP
2549
Core Wealth Partners
California
$766K
IGWM
2550
ICA Group Wealth Management
Colorado
$766K +$25.2K +106 +3%