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 %
TFA
2601
Tranquilli Financial Advisor
New Jersey
$703K +$23K +97 +3%
TPW
2602
Transatlantique Private Wealth
New York
$698K -$29.4K -124 -4%
WMA
2603
West Michigan Advisors
Michigan
$697K -$1.66K -7 -0.2%
KFS
2604
Kaizen Financial Strategies
California
$696K -$1.94K -8 -0.3%
ACM
2605
Arcataur Capital Management
Wisconsin
$694K +$694K +2,921 New
HP
2606
Hilltop Partners
Indiana
$693K +$693K +2,920 New
HC
2607
Hoese & Co
Minnesota
$693K -$18.8K -79 -3%
SOW
2608
State of Wyoming
Wyoming
$692K -$739K -3,110 -52%
FA
2609
Fiduciary Alliance
South Carolina
$691K +$257K +1,081 +59%
MCM
2610
Morton Capital Management
California
$691K -$9.5K -40 -1%
MWP
2611
Madison Wealth Partners
Wisconsin
$689K
BWM
2612
Baron Wealth Management
Michigan
$688K +$4.99K +21 +0.7%
VV
2613
Verity & Verity
South Carolina
$688K -$210K -886 -23%
RCG
2614
Rock Creek Group
District of Columbia
$688K -$82.4K -347 -11%
RLIM
2615
Red Lighthouse Investment Management
New York
$686K
SWA
2616
SOA Wealth Advisors
New York
$685K -$3.56K -15 -0.5%
SC
2617
Saiph Capital
New Jersey
$685K -$4.28K -18 -0.6%
LIA
2618
LBMC Investment Advisors
Tennessee
$685K
T
2619
TrueFG
Texas
$684K -$712 -3 -0.1%
JWM
2620
Janiczek Wealth Management
Colorado
$683K +$62.2K +262 +10%
GF
2621
Gries Financial
Ohio
$682K -$12.1K -51 -2%
PHAM
2622
Palisades Hudson Asset Management
Florida
$682K
LAS
2623
LWM Advisory Services
Florida
$682K -$23.5K -99 -3%
UCB
2624
United Community Bank
South Carolina
$680K +$33.2K +140 +5%
KCM
2625
Kanawha Capital Management
Virginia
$677K -$76.5K -322 -10%