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 %
DA
3076
DSC Advisors
Illinois
$306K +$58.2K +245 +23%
FA
3077
Fortis Advisors
Pennsylvania
$306K -$148K -623 -33%
BWM
3078
BCS Wealth Management
Tennessee
$305K +$305K +1,285 New
AAG
3079
Armstrong Advisory Group
Massachusetts
$305K +$32.3K +136 +12%
AFS
3080
Annapolis Financial Services
Maryland
$305K
GWM
3081
GSB Wealth Management
Connecticut
$305K +$36.3K +153 +14%
TCG
3082
Tremblant Capital Group
Florida
$303K
AWAP
3083
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$303K +$12.6K +53 +4%
EW
3084
Enzi Wealth
Texas
$302K -$61.8K -254 -17%
SN
3085
Sittner & Nelson
Oregon
$302K +$1.66K +7 +0.6%
HFS
3086
Howard Financial Services
Texas
$301K -$41.8K -176 -12%
SFG
3087
Socha Financial Group
New York
$300K +$300K +1,265 New
FCCM
3088
First City Capital Management
Georgia
$300K
MWM
3089
Merriman Wealth Management
Washington
$299K +$2.38K +10 +0.8%
HNWAG
3090
High Net Worth Advisory Group
Florida
$298K -$23.7K -100 -7%
ARIS
3091
Advanced Research Investment Solutions
California
$298K +$298K +1,256 New
CA
3092
CGN Advisors
Kansas
$298K -$27.3K -115 -8%
FCMC
3093
Founders Capital Management (Connecticut)
Connecticut
$298K
CHA
3094
Cooper/Haims Advisors
New York
$297K -$10.4K -44 -3%
SCG
3095
Sonata Capital Group
Washington
$296K -$190K -800 -39%
FP
3096
Financial Perspectives
Minnesota
$295K
PFA
3097
Pathway Financial Advisors
Vermont
$295K
OLVIG
3098
Oliver Lagore Vanvalin Investment Group
Michigan
$294K +$1.66K +7 +0.6%
CB
3099
Centennial Bank
Arkansas
$293K -$11.9K -50 -4%
ORC
3100
O'Rourke & Company
Massachusetts
$292K -$1.9K -8 -0.6%