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 %
BFG
3026
Bouchey Financial Group
New York
$338K +$39.4K +166 +13%
WW
3027
Westshore Wealth
California
$337K -$5.22K -22 -2%
MIM
3028
Martin Investment Management
Florida
$336K
EWS
3029
Evergreen Wealth Solutions
Pennsylvania
$335K -$6.17K -26 -2%
GWM
3030
Greenwich Wealth Management
Connecticut
$335K
MAC
3031
Mason & Associates (California)
California
$334K
LJHT
3032
Laurie J. Hall Trustee
$331K +$7.38K +31 +2%
III
3033
Independent Investors Inc
New York
$330K
FZCM
3034
Flynn Zito Capital Management
New York
$329K +$28.7K +121 +10%
TFF
3035
The Family Firm
Maryland
$328K +$712 +3 +0.2%
CWM
3036
C2C Wealth Management
Arizona
$327K -$12.2K -50 -4%
BWA
3037
Beam Wealth Advisors
Louisiana
$327K -$24.9K -105 -7%
FC
3038
Fusion Capital
South Carolina
$327K -$475 -2 -0.1%
IPW
3039
Invictus Private Wealth
Colorado
$326K -$37.8K -159 -10%
MWP
3040
Meridian Wealth Partners
Pennsylvania
$324K +$21.1K +89 +7%
EB
3041
Exchange Bank
California
$324K +$324K +1,366 New
EL
3042
EWA LLC
Pennsylvania
$324K +$712 +3 +0.2%
NIC
3043
Northwest Investment Counselors
Oregon
$324K -$23.8K -100 -7%
KIA
3044
KLR Investment Advisors
Rhode Island
$323K +$2.38K +10 +0.7%
OPOWM
3045
One Plus One Wealth Management
Florida
$323K -$5.7K -24 -2%
SFCL
3046
Strengthening Families & Communities LLC
Massachusetts
$323K +$209K +878 +183%
SC
3047
Saturna Capital
Washington
$322K +$47.5K +200 +17%
LL
3048
LWMG LLC
Minnesota
$321K -$713 -3 -0.2%
OCM
3049
Orser Capital Management
Texas
$321K +$66.5K +280 +26%
PBO
3050
Peoples Bank (Ohio)
Ohio
$321K