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 %
EWM
2676
Endurance Wealth Management
Rhode Island
$615K +$23.8K +100 +4%
AWM
2677
Act Wealth Management
Texas
$615K -$5.94K -25 -1%
CAG
2678
Curtis Advisory Group
California
$613K
DA
2679
Detalus Advisors
Missouri
$612K -$167K -702 -21%
DSN
2680
D. Scott Neal
Kentucky
$612K
CTFG
2681
Capstone Triton Financial Group
Oklahoma
$611K
AR
2682
Advisory Research
Illinois
$610K +$610K +2,568 New
AFA
2683
Arlington Financial Advisors
California
$607K -$7.12K -30 -1%
FAM
2684
Formidable Asset Management
Ohio
$606K
BFC
2685
Bedel Financial Consulting
Indiana
$605K +$475 +2 +0.1%
PWA
2686
Primoris Wealth Advisors
Florida
$603K +$1.66K +7 +0.3%
CRIG
2687
Charter Research & Investment Group
Connecticut
$598K
SWA
2688
Sutton Wealth Advisors
Florida
$598K +$112K +472 +23%
CNFG
2689
Creegan & Nassoura Financial Group
New Hampshire
$596K
LFA
2690
Laraway Financial Advisors
Minnesota
$594K -$47.5K -200 -7%
ACP
2691
Aveo Capital Partners
Colorado
$592K +$13.3K +56 +2%
DCM
2692
Dimension Capital Management
Florida
$591K -$67.9K -286 -10%
Tudor Investment Corp
2693
Tudor Investment Corp
Connecticut
$591K -$844K -3,556 -59%
FCM
2694
Family Capital Management
Michigan
$588K +$40.6K +171 +7%
AIP
2695
ARS Investment Partners
New York
$587K -$17.8K -75 -3%
RPCA
2696
Running Point Capital Advisors
California
$587K -$2.85K -12 -0.5%
SFC
2697
Strategic Financial Concepts
Texas
$587K -$1.43K -6 -0.2%
HTHT
2698
Hemenway Trust Hemenway Trust
New Hampshire
$587K -$27.3K -115 -4%
CWM
2699
Cedar Wealth Management
California
$583K -$11.9K -50 -2%
FC
2700
FCA Corp
Texas
$581K +$33K +244 +6%