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 %
WPA
2551
West Paces Advisors
Georgia
$764K -$23.7K -100 -3%
CPA
2552
Cardiff Park Advisors
California
$762K +$8.79K +37 +1%
KLCM
2553
KG&L Capital Management
Louisiana
$760K -$8.08K -34 -1%
PDM
2554
Penn Davis McFarland
Texas
$760K +$12.6K +53 +2%
KA
2555
Kearns & Associates
California
$760K
OFS
2556
OneAscent Financial Services
Alabama
$757K +$307K +1,292 +68%
RWS
2557
Resolute Wealth Strategies
Mississippi
$754K +$21.1K +89 +3%
JWM
2558
JGP Wealth Management
Oregon
$752K -$12.6K -53 -2%
WF
2559
WoodTrust Financial
Wisconsin
$752K -$46.1K -194 -6%
BIAS
2560
Beacon Investment Advisory Services
New Jersey
$751K -$21.6K -91 -3%
HCM
2561
Hutchinson Capital Management
California
$748K -$101K -425 -12%
IWA
2562
Intercontinental Wealth Advisors
Texas
$748K +$3.56K +15 +0.5%
D
2563
Diversified
Delaware
$748K -$9.74K -41 -1%
MIM
2564
MTM Investment Management
South Carolina
$746K +$2.61K +11 +0.4%
MCC
2565
Money Concepts Capital
Florida
$746K -$975K -4,104 -57%
LA
2566
Latitude Advisors
Florida
$745K -$189K -796 -20%
TWM
2567
TMD Wealth Management
Arizona
$744K +$159K +669 +27%
SIG
2568
Sargent Investment Group
Maryland
$744K +$7.12K +30 +1%
HCP
2569
Hexagon Capital Partners
Arkansas
$744K -$67.7K -285 -8%
CWP
2570
Curated Wealth Partners
California
$742K -$22.3K -94 -3%
PWM
2571
PBMares Wealth Management
Virginia
$741K -$38.5K -162 -5%
MIM
2572
Morningstar Investment Management
Illinois
$741K +$741K +3,119 New
SIAG
2573
Safeguard Investment Advisory Group
California
$739K +$48K +202 +7%
LOAMU
2574
Lombard Odier Asset Management (USA)
New York
$736K -$119K -500 -14%
MTWM
2575
Masso Torrence Wealth Management
New Jersey
$736K +$11.4K +48 +2%