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 %
BDF
3201
Black Diamond Financial
Maryland
$239K
CA
3202
Calton & Associates
Florida
$238K +$238K +1,003 New
PA
3203
Prism Advisors
California
$238K +$11.4K +48 +5%
TCB
3204
Texas Capital Bancshares
Texas
$238K -$18.8K -79 -7%
W
3205
WealthOne
New York
$238K +$475 +2 +0.2%
MIM
3206
Merrion Investment Management
New Jersey
$237K
AI
3207
ArchPoint Investors
Florida
$237K
BWM
3208
BigSur Wealth Management
Florida
$237K
SFG
3209
Sterling Financial Group
California
$236K +$950 +4 +0.4%
VW
3210
Vance Wealth
California
$236K +$23.3K +98 +11%
JF
3211
Joule Financial
Kentucky
$236K -$9.26K -39 -4%
AIMC
3212
Alley Investment Management Company
Illinois
$236K -$7.12K -30 -3%
VCAM
3213
Van Cleef Asset Management
Ohio
$235K +$235K +990 New
FFG
3214
Fortem Financial Group
California
$234K +$234K +986 New
MAA
3215
Matrix Asset Advisors
New York
$233K -$4.51K -19 -2%
TCMP
3216
Thrive Capital Management (Pennsylvania)
Pennsylvania
$233K +$233K +981 New
RWG
3217
Ratio Wealth Group
Colorado
$233K +$233K +981 New
PWM
3218
Prosperity Wealth Management
California
$233K -$152K -639 -39%
EWM
3219
Edge Wealth Management
New York
$233K
CMI
3220
Clare Market Investments
Texas
$233K -$96.7K -407 -29%
HIG
3221
Heritage Investment Group
Florida
$232K
JWA
3222
JFS Wealth Advisors
Pennsylvania
$231K
Jacobs Levy Equity Management
3223
Jacobs Levy Equity Management
New Jersey
$231K +$231K +973 New
ONST
3224
Old North State Trust
North Carolina
$231K
MAWA
3225
Moss Adams Wealth Advisors
Washington
$231K -$49.2K -207 -18%