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 %
RWPA
2826
Richard W. Paul & Associates
Michigan
$486K -$3.8K -16 -0.8%
SCM
2827
SOL Capital Management
Maryland
$484K
ML
2828
McAdam LLC
Pennsylvania
$484K +$43.5K +183 +10%
SI
2829
Saxon Interests
Texas
$483K -$5.46K -23 -1%
VFPI
2830
Vantage Financial Partners (Illinois)
Illinois
$481K +$35.6K +150 +8%
WC
2831
Westhampton Capital
North Carolina
$480K +$35.9K +151 +8%
AG
2832
Algert Global
California
$479K
AA
2833
Alesco Advisors
New York
$478K
CPW
2834
Crestmont Private Wealth
Texas
$477K +$46.3K +195 +11%
RWM
2835
RKL Wealth Management
Pennsylvania
$476K -$7.84K -33 -2%
CSWM
2836
Cassady Schiller Wealth Management
Ohio
$476K +$33K +139 +7%
PCC
2837
Park Circle Company
Maryland
$475K
PSCM
2838
Per Stirling Capital Management
Texas
$474K +$13.3K +56 +3%
LC
2839
LCNB Corp
Ohio
$473K +$113K +474 +31%
HP
2840
HT Partners
Connecticut
$471K -$1.19K -5 -0.3%
PIAS
2841
PCA Investment Advisory Services
Ohio
$469K +$12.1K +51 +3%
MS
2842
Mizuho Securities
Japan
$468K -$235K -990 -33%
SFG
2843
Sunburst Financial Group
Alabama
$467K +$30.9K +130 +7%
LCM
2844
LVM Capital Management
Michigan
$467K
AO
2845
Allen Operations
New York
$467K
ZIMP
2846
Zimmermann Investment Management & Planning
Pennsylvania
$466K +$50.8K +214 +12%
KFI
2847
Key Financial Inc
Pennsylvania
$466K +$40.4K +170 +9%
FA
2848
Fountainhead AM
New Jersey
$466K -$32.3K -136 -6%
KFA
2849
Kelleher Financial Advisors
New York
$465K
SWM
2850
Scissortail Wealth Management
Oklahoma
$465K +$12.3K +51 +3%