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 %
SIC
3051
Sigma Investment Counselors
Michigan
$321K
KA
3052
Kercheville Advisors
Texas
$321K -$35.6K -150 -10%
BIA
3053
Biondo Investment Advisors
Pennsylvania
$321K
TPW
3054
Tiller Private Wealth
Pennsylvania
$320K +$5.94K +25 +2%
HBWM
3055
Hollow Brook Wealth Management
New York
$320K +$13.8K +58 +5%
OHIS
3056
Oak Harvest Investment Services
Texas
$318K +$9.02K +38 +3%
KPWG
3057
KFA Private Wealth Group
Virginia
$318K -$11.9K -50 -4%
IUHSA
3058
Itau Unibanco Holding S.A.
Brazil
$317K -$1.45M -6,124 -82%
PF
3059
Parker Financial
Washington
$317K +$317K +1,333 New
FC
3060
Financial Council
Maryland
$316K
NA
3061
Nottingham Advisors
New York
$315K
LPP
3062
Long Path Partners
Connecticut
$315K +$315K +1,325 New
AIIMS
3063
Analyst IMS Investment Management Services
Israel
$314K
YWS
3064
Yarger Wealth Strategies
Ohio
$314K -$23.5K -99 -7%
MCI
3065
MRP Capital Investments
Georgia
$313K
CCA
3066
Catalyst Capital Advisors
New York
$311K +$311K +1,310 New
WFA
3067
WestHill Financial Advisors
California
$310K +$237 +1 +0.1%
DWM
3068
Defined Wealth Management
Oregon
$310K +$1.66K +7 +0.5%
SWRP
3069
Summit Wealth & Retirement Planning
California
$310K -$380K -1,599 -55%
POIA
3070
Pin Oak Investment Advisors
Texas
$309K +$72.5K +305 +31%
MWA
3071
Motive Wealth Advisors
Michigan
$308K -$712 -3 -0.2%
GCM
3072
Goldstream Capital Management
Hong Kong
$307K +$154K +649 +101%
FWP
3073
Firethorn Wealth Partners
Georgia
$307K -$713 -3 -0.2%
DP
3074
Divergent Planning
Maryland
$307K
CIA
3075
Caerus Investment Advisors
Texas
$306K