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 %
ARC
2801
Advisor Resource Council
Texas
$507K -$1.21M -5,088 -70%
AP
2802
Adero Partners
California
$506K -$127K -534 -20%
SNBOSCI
2803
Security National Bank of Sioux City Iowa
Iowa
$506K +$506K +2,131 New
GBWM
2804
Granite Bay Wealth Management
New Hampshire
$504K +$12.4K +52 +3%
BWM
2805
BlackDiamond Wealth Management
New York
$503K +$38.2K +160 +8%
WP
2806
WealthSpring Partners
California
$501K +$950 +4 +0.2%
EWP
2807
Engrave Wealth Partners
Texas
$499K -$1.9K -8 -0.4%
VC
2808
Veery Capital
Delaware
$499K +$29K +122 +6%
VP
2809
Verum Partners
North Carolina
$498K +$498K +2,097 New
JWM
2810
JFG Wealth Management
Colorado
$498K +$498K +2,095 New
AFAS
2811
Acorn Financial Advisory Services
Virginia
$497K +$5.46K +23 +1%
CWM
2812
Chesapeake Wealth Management
Virginia
$497K -$18.8K -79 -4%
OFW
2813
Omnia Family Wealth
Florida
$494K
SIS
2814
Sound Income Strategies
Florida
$493K +$101K +426 +26%
SAM
2815
Smithbridge Asset Management
Pennsylvania
$492K -$179K -754 -27%
LA
2816
Lane & Associates
New Jersey
$492K +$9.74K +41 +2%
CG
2817
Clifford Group
Massachusetts
$491K +$13.1K +55 +3%
CCP
2818
Cassia Capital Partners
North Carolina
$491K +$491K +2,069 New
SFA
2819
Source Financial Advisors
New York
$491K +$195K +823 +66%
HFM
2820
Hartford Funds Management
Pennsylvania
$491K +$58.9K +248 +14%
WDG
2821
Wealth Dimensions Group
Ohio
$491K +$128K +540 +35%
JEST
2822
JTC Employer Solutions Trustee
Jersey
$490K
FCIM
2823
Fairview Capital Investment Management
California
$489K
UW
2824
Unique Wealth
Florida
$488K +$101K +424 +26%
CFD
2825
Creative Financial Designs
Indiana
$487K +$11.6K +49 +2%