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 %
BWA
2926
Burt Wealth Advisors
Maryland
$399K -$8.55K -36 -2%
AMR
2927
Asset Management Resources
Massachusetts
$399K -$8.55K -36 -2%
MWC
2928
MBM Wealth Consultants
Missouri
$398K -$42.9K -177 -10%
Cohen & Steers
2929
Cohen & Steers
New York
$398K
SC
2930
Sierra Capital
Florida
$398K
B
2931
Bellecapital
Switzerland
$398K -$201K -848 -34%
SWM
2932
Seed Wealth Management
Illinois
$398K
HZ
2933
Hixon Zuercher
Ohio
$396K
SCA
2934
Sandy Cove Advisors
Massachusetts
$395K +$395K +1,665 New
HHGA
2935
Halbert Hargrove Global Advisors
California
$394K -$972K -4,092 -71%
DCM
2936
DGS Capital Management
New Jersey
$393K +$712 +3 +0.2%
TC
2937
Trilogy Capital
California
$393K +$11.7K +49 +3%
SGWM
2938
Sterling Group Wealth Management
California
$393K -$5.22K -22 -1%
HA
2939
Hofer & Associates
California
$389K +$26.8K +113 +7%
TFCP
2940
Twin Focus Capital Partners
Massachusetts
$389K -$83.4K -351 -18%
BMWM
2941
Brown Miller Wealth Management
Virginia
$389K
PCI
2942
Planning Center Inc
Illinois
$389K +$6.17K +26 +2%
NRW
2943
Nova R Wealth
Kansas
$388K +$39.2K +165 +11%
TWA
2944
Tandem Wealth Advisors
Arizona
$388K +$44.9K +189 +13%
UBG
2945
United Bank (Georgia)
Georgia
$387K +$1.43K +6 +0.4%
PTC
2946
Petrus Trust Company
Texas
$387K +$137K +576 +55%
AWM
2947
Aberdeen Wealth Management
Illinois
$386K
FSA
2948
Franklin Street Advisors
North Carolina
$386K -$2.38K -10 -0.6%
AC
2949
Apella Capital
Connecticut
$385K +$385K +1,621 New
HPM
2950
Hoxton Planning & Management
West Virginia
$384K -$15.9K -67 -4%