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 %
WA
3101
Waterford Advisors
New York
$292K
PCA
3102
Prosperity Capital Advisors
Ohio
$291K +$291K +1,227 New
EL
3103
Essex LLC
Illinois
$291K -$65.1K -274 -18%
EMFAT
3104
Emerald Mutual Fund Advisers Trust
Pennsylvania
$291K -$60.6K -255 -17%
JGIA
3105
Jackson Grant Investment Advisers
Connecticut
$291K -$181K -763 -38%
CIC
3106
Cutler Investment Counsel
Oregon
$290K -$10.7K -45 -4%
TCWA
3107
Ten Capital Wealth Advisors
Washington
$290K +$49.8K +210 +21%
C
3108
Covestor
United Kingdom
$289K +$76.6K +323 +36%
LWM
3109
LJI Wealth Management
Indiana
$289K
KAM
3110
KEB Asset Management
Illinois
$288K -$10.7K -45 -4%
FWP
3111
Falcon Wealth Planning
California
$286K +$52.5K +221 +22%
GAM
3112
Garrison Asset Management
Arkansas
$285K -$17.8K -75 -6%
Dodge & Cox
3113
Dodge & Cox
California
$285K
CMP
3114
Courage Miller Partners
Virginia
$285K
TWP
3115
Tempus Wealth Planning
California
$285K +$54.6K +230 +24%
LFASL
3116
Lugano Financial Advisors SA (LFA)
Switzerland
$285K +$285K +1,200 New
SC
3117
Schoolcraft Capital
Colorado
$285K +$285K +1,200 New
FWA
3118
Freedom Wealth Alliance
Wisconsin
$285K
BW
3119
BIP Wealth
Georgia
$284K -$24.7K -104 -8%
ORAM
3120
One River Asset Management
Connecticut
$283K -$187K -797 -40%
NC
3121
NovaPoint Capital
Georgia
$283K
GA
3122
Gateway Advisory
New Jersey
$283K +$10.2K +43 +4%
GHAM
3123
Gilman Hill Asset Management
Connecticut
$283K +$10.9K +46 +4%
GC
3124
Gibson Capital
Pennsylvania
$281K -$1.19K -5 -0.4%
GJIA
3125
Glass Jacobson Investment Advisors
Maryland
$281K +$281K +1,183 New