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 %
FAFN
2626
First Affirmative Financial Network
Colorado
$677K +$57.7K +243 +9%
OWM
2627
OneAscent Wealth Management
Alabama
$676K +$37.5K +158 +6%
MAM
2628
Marotta Asset Management
Virginia
$676K +$676K +2,846 New
CHP
2629
Cable Hill Partners
Oregon
$676K -$52K -219 -7%
MIP
2630
Marietta Investment Partners
Wisconsin
$674K -$107K -450 -14%
KA
2631
Klingman & Associates
New York
$674K +$219K +923 +48%
FA
2632
Fermata Advisors
California
$672K +$27.5K +116 +4%
CIEP
2633
Constellation Investimentos e Participacoes
Brazil
$671K -$54.6K -230 -8%
BWA
2634
Bordeaux Wealth Advisors
California
$670K -$60.1K -253 -8%
PCWA
2635
Pacific Capital Wealth Advisors
California
$668K
CPA
2636
Court Place Advisors
Maryland
$666K
CWM
2637
Cahaba Wealth Management
Georgia
$664K -$103K -432 -13%
LWP
2638
Lumature Wealth Partners
Georgia
$663K +$9.02K +38 +1%
WCM
2639
Wedge Capital Management
North Carolina
$662K -$30.4K -128 -4%
AFG
2640
ABLE Financial Group
Arizona
$661K +$123K +517 +23%
CBA
2641
Coastal Bridge Advisors
Connecticut
$660K +$27.8K +117 +4%
WAOI
2642
Wealth Advisors of Iowa
Iowa
$659K +$475 +2 +0.1%
RWM
2643
Revisor Wealth Management
Ohio
$658K +$3.56K +15 +0.5%
SPC
2644
Stewart & Patten Company
California
$658K -$23.7K -100 -3%
RWI
2645
Red Wave Investments
Pennsylvania
$658K -$10.4K -44 -2%
VC
2646
Vicus Capital
Pennsylvania
$656K +$10.9K +46 +2%
QFA
2647
Quantum Financial Advisors
California
$655K
SL
2648
Sentinus LLC
Illinois
$648K -$25.4K -107 -4%
ERWM
2649
Elk River Wealth Management
Colorado
$648K -$10.4K -44 -2%
NP
2650
Ninepoint Partners
Ontario, Canada
$648K