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 %
WWM
2951
Windsor Wealth Management
Indiana
$384K +$6.65K +28 +2%
DWP
2952
Destiny Wealth Partners
Florida
$382K -$15.3K -64 -4%
BHIA
2953
Birch Hill Investment Advisors
Massachusetts
$381K +$140K +591 +58%
CWA
2954
Clarus Wealth Advisors
Arizona
$380K +$3.31K +14 +0.9%
EWA
2955
Evolution Wealth Advisors
Florida
$380K -$44.4K -187 -10%
EW
2956
Element Wealth
Mississippi
$380K +$12.1K +51 +3%
SSW
2957
Smith Shellnut Wilson
Mississippi
$380K
BCM
2958
BTC Capital Management
Iowa
$380K
W
2959
Wealthquest
Ohio
$380K
SPWG
2960
Sage Private Wealth Group
Illinois
$379K -$12.8K -54 -3%
GHA
2961
Granite Harbor Advisors
Texas
$379K +$23.7K +100 +7%
TWA
2962
Talisman Wealth Advisors
New Jersey
$379K +$237 +1 +0.1%
RIS
2963
Retirement Income Solutions
Michigan
$378K +$147K +618 +63%
WF
2964
Wayfinding Financial
Washington
$376K -$7.07K -30 -2%
FIBT
2965
First International Bank & Trust
North Dakota
$375K
CWA
2966
Canvas Wealth Advisors
Kansas
$374K -$130K -542 -26%
TFA
2967
Tobias Financial Advisors
Florida
$374K
SCA
2968
Sippican Capital Advisors
Massachusetts
$374K
SWM
2969
Shelton Wealth Management
Texas
$374K -$9.97K -42 -3%
PWM
2970
PRW Wealth Management
Massachusetts
$374K +$67.3K +276 +22%
LFG
2971
Lockerman Financial Group
California
$373K +$62.7K +264 +20%
CFG
2972
Carr Financial Group
Massachusetts
$371K
WA
2973
WESPAC Advisors
California
$371K +$120K +507 +48%
FCG
2974
Financial Connections Group
California
$370K +$213K +898 +136%
SICM
2975
Sustainable Insight Capital Management
New York
$370K -$437K -1,839 -54%