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 %
PRWA
3001
Platte River Wealth Advisors
Colorado
$354K +$77.2K +325 +28%
HI
3002
Humankind Investments
New York
$354K +$354K +1,490 New
FCA
3003
Fortis Capital Advisors
Kansas
$353K +$74.1K +312 +27%
RCM
3004
Raleigh Capital Management
North Carolina
$352K -$25.9K -109 -7%
EWA
3005
ERTS Wealth Advisors
Michigan
$351K +$10.2K +43 +3%
Marshall Wace
3006
Marshall Wace
United Kingdom
$351K -$380M -1,598,198 -100%
PPW
3007
Presilium Private Wealth
Pennsylvania
$349K -$10.7K -45 -3%
SIC
3008
Schwartz Investment Counsel
Michigan
$349K +$28.5K +120 +9%
DIA
3009
Dean Investment Associates
Ohio
$349K -$18.8K -79 -5%
GFG
3010
Goldstone Financial Group
Illinois
$348K +$12.3K +52 +4%
MFWP
3011
Mosaic Family Wealth Partners
Missouri
$348K -$237 -1 -0.1%
PCH
3012
PGIM Custom Harvest
New Jersey
$347K -$376K -1,585 -52%
HWA
3013
HHM Wealth Advisors
Tennessee
$346K -$5.23K -22 -1%
WFA
3014
Wellspring Financial Advisors
Ohio
$345K
AIP
3015
Almanack Investment Partners
Pennsylvania
$344K -$176K -743 -34%
CFFP
3016
Center for Financial Planning
Michigan
$343K
BRA
3017
Biechele Royce Advisors
Indiana
$342K -$14.7K -62 -4%
IFA
3018
Index Fund Advisors
California
$342K
RA
3019
Riversedge Advisors
Delaware
$341K +$475 +2 +0.1%
SHWM
3020
Smith & Howard Wealth Management
Georgia
$340K -$4.51K -19 -1%
BG
3021
Benedetti & Gucer
Georgia
$340K +$4.04K +17 +1%
CL
3022
CIM LLC
New York
$339K -$67.7K -285 -17%
CCMI
3023
Creative Capital Management Investments
California
$338K
AAM
3024
Austin Asset Management
Texas
$338K -$4.75K -20 -1%
HIM
3025
Hillsdale Investment Management
Ontario, Canada
$338K +$73.6K +310 +28%