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 %
CCA
3251
Cadent Capital Advisors
Oklahoma
$224K +$224K +945 New
MP
3252
McDonald Partners
Ohio
$224K
JSAM
3253
J. Safra Asset Management
New York
$224K
CAM
3254
Crestone Asset Management
Colorado
$224K
TF
3255
Tompkins Financial
New York
$224K -$148K -625 -40%
VAG
3256
VisionPoint Advisory Group
Texas
$222K -$432K -1,818 -66%
PO
3257
Private Ocean
California
$222K +$199K +840 +884%
EF
3258
Exeter Financial
Arizona
$221K +$240 +1 +0.1%
PP
3259
PrairieView Partners
Minnesota
$221K +$28.4K +120 +15%
EPWM
3260
Essex Private Wealth Management
Massachusetts
$221K
LWMG
3261
Levy Wealth Management Group
Pennsylvania
$221K -$950 -4 -0.4%
WQ
3262
Wealth Quarterback
New Jersey
$220K -$6.65K -28 -3%
FMP
3263
Financial Management Professionals
Texas
$220K +$10.9K +46 +5%
CCP
3264
Carmel Capital Partners
California
$219K -$104K -438 -32%
TMWM
3265
Taylor & Morgan Wealth Management
Michigan
$219K +$237 +1 +0.1%
SP
3266
SWS Partners
Ohio
$218K +$218K +920 New
BA
3267
Bridge Advisory
California
$218K -$19.7K -83 -8%
NED
3268
Nancy E. Dempze
$217K
GA
3269
GoalVest Advisory
New York
$217K +$72.4K +305 +50%
KFS
3270
Kelly Financial Services
Massachusetts
$216K +$7.36K +31 +4%
FFP
3271
Forbes Financial Planning
Rhode Island
$215K
SFS
3272
Solitude Financial Services
Virginia
$214K +$214K +903 New
PAIM
3273
Punch & Associates Investment Management
Minnesota
$214K
SC
3274
Schulhoff & Co
Ohio
$214K
FWM
3275
FSA Wealth Management
Massachusetts
$213K