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 %
UC
3276
Unio Capital
New Jersey
$213K -$4.79M -20,169 -96%
CA
3277
CSM Advisors
Pennsylvania
$213K -$10.7K -45 -5%
FPGK
3278
Financial Partners Group (Kansas)
Kansas
$212K +$212K +887 New
IIA
3279
Integral Investment Advisors
California
$212K
AF
3280
Affiance Financial
Minnesota
$212K +$212K +891 New
SWP
3281
ShoreHaven Wealth Partners
New Jersey
$212K
TLFA
3282
True Link Financial Advisors
California
$211K +$211K +890 New
SAM
3283
Sycomore Asset Management
France
$211K +$53.8K +236 +34%
IFAM
3284
Institutional & Family Asset Management
Colorado
$211K -$2.38K -10 -1%
BHBT
3285
Burke & Herbert Bank & Trust
Virginia
$210K +$210K +886 New
KWM
3286
KFG Wealth Management
Indiana
$210K +$238 +1 +0.1%
ML
3287
Mayport LLC
Massachusetts
$209K -$17.3K -73 -8%
RIA
3288
RPG Investment Advisory
California
$209K -$51.8K -218 -20%
MSWM
3289
McGlone Suttner Wealth Management
Wisconsin
$207K +$207K +871 New
EP
3290
EPIQ Partners
Minnesota
$206K +$206K +868 New
STB
3291
S&T Bank
Pennsylvania
$206K -$54.6K -229 -21%
SIG
3292
Spinnaker Investment Group
California
$206K -$11.9K -50 -5%
CFA
3293
Capstone Financial Advisors
Illinois
$206K -$17.6K -74 -8%
MHIC
3294
Marble Harbor Investment Counsel
Massachusetts
$205K +$205K +865 New
PFA
3295
Plotkin Financial Advisors
Maryland
$205K +$205K +863 New
RIM
3296
Reliant Investment Management
Tennessee
$205K +$205K +862 New
ACM
3297
Avalon Capital Management
California
$204K +$204K +859 New
GB
3298
Goepper Burkhardt
South Carolina
$204K +$204K +857 New
PFM
3299
Phillips Financial Management
Indiana
$203K +$203K +853 New
MCM
3300
Mattern Capital Management
Colorado
$202K +$202K +852 New