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 %
VWM
3126
Valley Wealth Managers
New Jersey
$280K -$327K -1,376 -54%
BBWP
3127
Beacon Bridge Wealth Partners
Pennsylvania
$280K -$475 -2 -0.2%
FDS
3128
Freedom Day Solutions
Texas
$279K
CCG
3129
Coastwise Capital Group
California
$279K +$237 +1 +0.1%
IA
3130
Inspire Advisors
Idaho
$279K +$279K +1,173 New
VIA
3131
Virtus Investment Advisers
Connecticut
$277K +$55.1K +232 +25%
VCM
3132
Vivaldi Capital Management
Illinois
$276K +$62.7K +264 +29%
CGA
3133
Crescent Grove Advisors
Illinois
$275K -$1.19K -5 -0.4%
FL
3134
Fort LP
Maryland
$275K -$109K -459 -28%
AR
3135
Apeiron RIA
Texas
$274K -$10.9K -46 -4%
AA
3136
AJ Advisors
Tennessee
$273K +$475 +2 +0.2%
ODG
3137
O'Dell Group
Ohio
$273K -$12.3K -52 -4%
HCC
3138
Hirtle Callaghan & Co
Pennsylvania
$271K -$34.4K -145 -11%
RB
3139
Rodgers Brothers
Pennsylvania
$270K +$23.3K +98 +9%
MLFP
3140
MPS Loria Financial Planners
Illinois
$270K
BDFN
3141
Bond & Devick Financial Network
Minnesota
$270K -$7.12K -30 -3%
SWK
3142
Stephen W. Kidder
$269K +$269K +1,132 New
COCM
3143
Charter Oak Capital Management
New Hampshire
$268K +$57.5K +242 +27%
FWM
3144
Fortress Wealth Management
California
$266K
BRA
3145
Bender Robert & Associates
California
$266K
BO
3146
Bank OZK
Arkansas
$266K -$46.8K -197 -15%
CWM
3147
Cherrydale Wealth Management
New Jersey
$263K +$10.2K +43 +4%
HCM
3148
Hilton Capital Management
New York
$261K +$10.7K +45 +4%
GWAG
3149
Garrett Wealth Advisory Group
Texas
$261K +$261K +1,099 New
PCA
3150
Providence Capital Advisors
North Carolina
$261K -$32.1K -135 -11%