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 %
CHA
2876
Carmichael Hill & Associates
Maryland
$438K +$71.2K +300 +19%
WAM
2877
Worth Asset Management
Texas
$437K -$2.38K -10 -0.5%
RFN
2878
Redwood Financial Network
Ohio
$436K +$15.7K +66 +4%
SAMC
2879
Spectrum Asset Management (California)
California
$436K +$237 +1 +0.1%
AT
2880
Arvest Trust
Oklahoma
$436K -$79.2K -333 -15%
MWPCG
2881
Measured Wealth Private Client Group
New Hampshire
$435K
IWS
2882
Insight Wealth Strategies
California
$435K -$38K -160 -8%
BBW
2883
Blue Barn Wealth
Utah
$435K +$2.38K +10 +0.5%
JWM
2884
Jeppson Wealth Management
California
$434K -$1.19K -5 -0.3%
PAG
2885
Paladin Advisory Group
Iowa
$434K
JE
2886
JMAC Enterprises
Pennsylvania
$431K +$431K +1,816 New
FFWM
2887
Future Financial Wealth Management
Ohio
$431K +$11.9K +50 +3%
BEI
2888
Benjamin Edwards Inc
Missouri
$431K -$4.28K -18 -1%
PPW
2889
Parcion Private Wealth
Washington
$426K
MAG
2890
MRA Advisory Group
New Jersey
$426K -$9.03K -38 -2%
DE
2891
Day & Ennis
Georgia
$425K -$74.8K -315 -15%
OPPS
2892
Obsidian Personal Planning Solutions
Maryland
$424K +$203K +854 +92%
FA
2893
Financial Alternatives
California
$423K +$237 +1 +0.1%
JDR
2894
Jay D. Rosenbaum
$422K -$49.9K -210 -11%
BWM
2895
Baystate Wealth Management
Massachusetts
$422K +$153K +644 +57%
MA
2896
MKT Advisors
California
$422K
MAM
2897
Marquette Asset Management
Minnesota
$421K +$42K +177 +11%
SEIA
2898
Signature Estate & Investment Advisors
California
$420K +$6.41K +27 +2%
CBTWT
2899
Community Bank & Trust (Waco, Texas)
Texas
$419K -$9.02K -38 -2%
EIG
2900
Ellenbecker Investment Group
Wisconsin
$419K +$40.1K +169 +11%