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 %
LA
3226
Lifeworks Advisors
Michigan
$231K -$2.61K -11 -1%
WWP
3227
Waypoint Wealth Partners
California
$230K -$56.8K -239 -20%
PMG
3228
Private Management Group
California
$229K +$229K +966 New
MHWM
3229
Montz Harcus Wealth Management
Louisiana
$229K +$229K +965 New
WP
3230
Wealthspan Partners
Iowa
$229K -$36.1K -152 -14%
4WM
3231
4J Wealth Management
Virginia
$229K
EA
3232
Eclectic Associates
California
$229K -$17.8K -75 -7%
HS
3233
Horan Securities
United States
$228K +$12.1K +51 +6%
GWI
3234
Grace & White Inc
New York
$228K
FWM
3235
FFT Wealth Management
Pennsylvania
$228K +$10.7K +45 +5%
WCFA
3236
Walkner Condon Financial Advisors
Wisconsin
$227K -$5.94K -25 -3%
VCWA
3237
Vanguard Capital Wealth Advisors
Colorado
$227K +$13.3K +56 +6%
FNA
3238
First National Advisers
Nebraska
$227K -$18.5K -78 -8%
GCA
3239
Greenwood Capital Associates
South Carolina
$226K +$2.38K +10 +1%
LCGC
3240
Legacy Capital Group California
California
$226K +$226K +953 New
JJBC
3241
James J. Burns & Company
New York
$226K -$1.43K -6 -0.6%
HFA
3242
Highland Financial Advisors
New Jersey
$226K
CWM
3243
Campbell Wealth Management
Virginia
$226K
LCWP
3244
Legacy Capital Wealth Partners
Arkansas
$226K -$818K -3,446 -78%
OGF
3245
Orin Green Financial
California
$225K
AIA
3246
Affinity Investment Advisors
California
$225K +$6.17K +26 +3%
CW
3247
Cook Wealth
North Carolina
$225K +$1.17K +5 +0.5%
RWMG
3248
Redwood Wealth Management Group
New Jersey
$225K +$11.9K +50 +6%
LC
3249
Landaas & Company
Wisconsin
$225K
CC
3250
Corton Capital
Ontario, Canada
$225K -$333K -1,403 -60%