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 %
MIM
3151
Marco Investment Management
Georgia
$261K +$4.51K +19 +2%
NIM
3152
Nexus Investment Management
Ontario, Canada
$261K +$23.3K +98 +10%
AFM
3153
Armstrong Fleming & Moore
District of Columbia
$260K +$260K +1,097 New
AIA
3154
AIMZ Investment Advisors
California
$260K
HWM
3155
Horizon Wealth Management
Illinois
$260K +$16.9K +71 +7%
KCFA
3156
Key Client Fiduciary Advisors
New Jersey
$259K +$12.6K +53 +5%
WWM
3157
Wagner Wealth Management
South Carolina
$259K
AWS
3158
Arkfeld Wealth Strategies
Nebraska
$259K +$242 +1 +0.1%
WB
3159
West Bancorporation
Iowa
$257K +$257K +1,084 New
TDC
3160
Thompson Davis & Co
Virginia
$257K -$29.7K -125 -10%
CWA
3161
Consilio Wealth Advisors
Washington
$257K +$5.94K +25 +2%
WCAMG
3162
Woodard & Company Asset Management Group
North Carolina
$256K +$237 +1 +0.1%
GWA
3163
Geometric Wealth Advisors
District of Columbia
$255K -$22.4K -92 -8%
TWM
3164
Triton Wealth Management
Arizona
$255K
CWA
3165
CJM Wealth Advisers
Virginia
$255K
BL
3166
BFSG LLC
California
$255K +$255K +1,073 New
WCG
3167
Weaver Consulting Group
California
$255K +$2.38K +10 +0.9%
NCM
3168
Neumann Capital Management
California
$254K
AW
3169
Apricus Wealth
South Carolina
$254K +$18.3K +75 +8%
HPIA
3170
Hamilton Point Investment Advisors
North Carolina
$253K
IWM
3171
Integris Wealth Management
California
$251K -$38.7K -163 -13%
PAG
3172
Powers Advisory Group
Illinois
$251K +$238 +1 +0.1%
SBF
3173
Sara-Bay Financial
Florida
$251K
SRG
3174
SBB Research Group
Illinois
$251K +$475 +2 +0.2%
PSF
3175
Pacific Sun Financial
California
$250K +$250K +1,111 New