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 %
GSIS
2751
Global Strategic Investment Solutions
Arizona
$543K +$1.43K +6 +0.3%
CWS
2752
Cypress Wealth Services
California
$542K +$186K +763 +52%
C
2753
CEDRUS
Colorado
$542K -$169K -713 -24%
PC
2754
Permit Capital
Pennsylvania
$540K
BFA
2755
BMS Financial Advisors
South Dakota
$538K -$190K -800 -26%
AA
2756
Addison Advisors
Vermont
$538K -$3.8K -16 -0.7%
MAM
2757
Meeder Asset Management
Ohio
$538K -$59.6K -251 -10%
SIM
2758
SSI Investment Management
California
$538K -$88.1K -371 -14%
EBA
2759
Eagle Bay Advisors
New York
$537K -$16.2K -68 -3%
BCG
2760
Breakwater Capital Group
New Jersey
$534K
BA
2761
Birinyi Associates
Connecticut
$534K -$475K -2,000 -47%
BCM
2762
Birch Capital Management
Texas
$534K
ACM
2763
Allred Capital Management
Texas
$533K +$7.36K +31 +1%
TC
2764
TAGStone Capital
North Carolina
$533K -$27.8K -117 -5%
NJBEST
2765
New Jersey Better Educational Savings Trust
New Jersey
$532K
SIM
2766
Studio Investment Management
Illinois
$531K +$73.1K +308 +16%
RA
2767
Ruggaard & Associates
Ohio
$531K +$1.9K +8 +0.4%
ETIA
2768
Epic Trust Investment Advisors
Washington
$531K -$220K -926 -29%
AWAG
2769
ARS Wealth Advisors Group
Florida
$530K -$52K -219 -9%
WAM
2770
WFA Asset Management
Wisconsin
$529K +$950 +4 +0.2%
TWP
2771
Tower Wealth Partners
Pennsylvania
$528K -$4.75K -20 -0.9%
SWM
2772
Silverlake Wealth Management
Vermont
$527K
MPCG
2773
Matrix Private Capital Group
New York
$526K +$1.9K +8 +0.4%
NPT
2774
Nixon Peabody Trust
Massachusetts
$525K
ARG
2775
Advisory Resource Group
Oklahoma
$523K -$237 -1 -0%