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 %
TCM
2726
Towercrest Capital Management
Pennsylvania
$559K +$4.99K +21 +0.9%
WAM
2727
Winslow Asset Management
Ohio
$558K -$47.5K -200 -8%
GCA
2728
Gradient Capital Advisors
California
$558K +$2.61K +11 +0.5%
NCG
2729
Newport Capital Group
New Jersey
$556K +$556K +2,393 New
BAM
2730
Bellevue Asset Management
Washington
$556K -$13.5K -57 -2%
FCA
2731
FLC Capital Advisors
California
$555K -$12.3K -52 -2%
OPWM
2732
Oakwell Private Wealth Management
Texas
$555K +$45.1K +190 +9%
TCM
2733
Tandem Capital Management
New Jersey
$555K
HWM
2734
Hemington Wealth Management
Virginia
$554K -$25.6K -108 -4%
MAM
2735
McCarthy Asset Management
California
$553K
SFWA
2736
Summit Financial Wealth Advisors
Louisiana
$552K -$47.5K -200 -8%
PG
2737
Prostatis Group
Maryland
$550K +$546K +346,392 +15,047%
SWM
2738
Salvus Wealth Management
New Jersey
$548K -$26.6K -112 -5%
KC
2739
Kenfarb & Co
Kentucky
$548K -$23.7K -100 -4%
AFG
2740
Allegheny Financial Group
Pennsylvania
$547K -$475 -2 -0.1%
AAM
2741
Alphadyne Asset Management
New York
$547K +$547K +2,305 New
UL
2742
Unionview LLC
Washington
$546K -$11.4K -48 -2%
CSB
2743
City State Bank
Iowa
$546K -$22.1K -93 -4%
PIMG
2744
Patriot Investment Management Group
Tennessee
$545K -$35.4K -149 -6%
3IP
2745
3Chopt Investment Partners
Virginia
$544K +$4.28K +18 +0.8%
LA
2746
LexAurum Advisors
Kansas
$544K -$77.7K -327 -12%
IF
2747
Integrity Financial
Wyoming
$544K -$12.4K -52 -2%
GP
2748
Geneva Partners
Wisconsin
$544K -$15.9K -67 -3%
GA
2749
Goldstein Advisors
Wisconsin
$543K -$9.97K -42 -2%
GCM
2750
Gator Capital Management
Florida
$543K