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 %
MPW
2976
MGO Private Wealth
California
$369K
SCA
2977
St. Clair Advisors
Ohio
$368K +$144K +608 +64%
FH
2978
FWG Holdings
Florida
$365K +$3.62K +15 +1%
BWCS
2979
Beirne Wealth Consulting Services
Connecticut
$365K -$7.36K -31 -2%
WPWM
2980
Western Pacific Wealth Management
Illinois
$364K +$95K +400 +35%
MIAS
2981
Mason Investment Advisory Services
Virginia
$364K
LFGH
2982
Lee Financial Group Hawaii
Hawaii
$363K -$42.7K -180 -11%
CA
2983
Crumly & Associates
Illinois
$363K -$51.8K -218 -12%
RAM
2984
Roanoke Asset Management
New Jersey
$363K
WSWA
2985
Warren Street Wealth Advisors
California
$363K +$34.4K +145 +10%
BHPW
2986
Beverly Hills Private Wealth
California
$362K +$115K +481 +47%
SM
2987
Sweeney & Michel
California
$362K +$1.44K +6 +0.4%
SRC
2988
Shufro Rose & Co
New York
$362K +$15.2K +64 +4%
LF
2989
Lantz Financial
Illinois
$360K +$5.22K +22 +1%
FG
2990
Foster Group
Iowa
$360K +$11.4K +48 +3%
VDI
2991
Vaughan David Investments
Illinois
$360K +$21.6K +91 +6%
MAP
2992
Milestone Advisory Partners
North Carolina
$360K
AMG
2993
Advisors Management Group
Wisconsin
$359K -$5.22K -22 -1%
PCA
2994
Peddock Capital Advisors
Massachusetts
$357K +$11.9K +50 +3%
MCM
2995
Magnolia Capital Management
New York
$356K
SC
2996
Seldon Capital
California
$355K -$355K -1,496 -50%
V
2997
VeraBank
Texas
$354K
DLHL
2998
Donald L. Hagan LLC
Florida
$354K -$2.14K -9 -0.6%
WRM
2999
Weybosset Research & Management
Rhode Island
$354K -$15.4K -65 -4%
PAM
3000
Paradigm Asset Management
New York
$354K -$1.78M -7,500 -83%