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 %
TFA
3176
Triad Financial Advisors
North Carolina
$250K -$237 -1 -0.1%
APG
3177
Abacus Planning Group
South Carolina
$250K +$5.23K +22 +2%
RIP
3178
RAM Investment Partners
Washington
$250K +$1.9K +8 +0.8%
BCMLT
3179
Beacon Capital Management LLC (Tennessee)
Tennessee
$249K +$35.4K +149 +17%
FNBTCON
3180
First National Bank & Trust Co of Newtown
Pennsylvania
$248K
OC
3181
Oarsman Capital
Wisconsin
$248K +$4.99K +21 +2%
LF
3182
LifeSteps Financial
California
$247K
RAG
3183
RIA Advisory Group
Iowa
$247K -$19.2K -81 -7%
CF
3184
Clarity Financial
Texas
$247K +$247K +1,038 New
BIA
3185
Bell Investment Advisors
California
$247K +$2.85K +12 +1%
BC
3186
Brio Consultants
California
$246K -$15.2K -64 -6%
UI
3187
Unconventional Investor
New Hampshire
$246K
GAA
3188
Green Alpha Advisors
Colorado
$243K
TW
3189
Towerpoint Wealth
California
$243K +$11.9K +50 +5%
BMA
3190
Brooks Moore & Associates
Tennessee
$243K
EM
3191
ELCO Management
New York
$243K
CMBA
3192
C.M. Bidwell & Associates
Hawaii
$242K +$114K +482 +90%
MWM
3193
Mascoma Wealth Management
New Hampshire
$241K -$51K -213 -17%
HGWM
3194
Horst & Graben Wealth Management
Oregon
$241K +$237 +1 +0.1%
BSAM
3195
Blue Square Asset Management
New York
$241K +$4.99K +21 +2%
FMI
3196
F/M Investments
District of Columbia
$241K +$19K +83 +9%
CRI
3197
Colonial River Investments
Virginia
$240K -$57.9K -244 -19%
CAM
3198
Costello Asset Management
Pennsylvania
$239K
YWM
3199
Yoder Wealth Management
California
$239K +$239K +1,008 New
RP
3200
Rowlandmiller & Partners
Georgia
$239K +$2.85K +12 +1%