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 %
GKIM
3301
GW&K Investment Management
Massachusetts
$202K +$132K +557 +189%
AAM
3302
American Asset Management
Florida
$202K +$202K +850 New
JWS
3303
Juncture Wealth Strategies
Arizona
$202K +$202K +850 New
NMG
3304
New Millennium Group
Utah
$201K -$506K -2,130 -72%
FWM
3305
Focused Wealth Management
New York
$201K -$72.2K -304 -26%
CSIA
3306
Charles Schwab Investment Advisory
California
$200K +$200K +844 New
AWM
3307
Abound Wealth Management
Tennessee
$194K +$75.3K +317 +63%
TAIM
3308
TD Ameritrade Investment Management
Nebraska
$190K -$2.62K -11 -1%
FCMT
3309
Founders Capital Management (Texas)
Texas
$190K -$59.4K -250 -24%
GITFIT
3310
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$190K +$23.7K +100 +14%
SFG
3311
Steward Financial Group
Texas
$189K +$24.4K +103 +15%
RFA
3312
Register Financial Advisors
Georgia
$188K -$11.2K -47 -6%
CWA
3313
Core Wealth Advisors
Florida
$188K +$16.6K +70 +10%
TWP
3314
TFO Wealth Partners
Ohio
$186K +$43.2K +182 +30%
EARNEST Partners
3315
EARNEST Partners
Georgia
$186K
TIM
3316
Tortoise Investment Management
New York
$185K -$712 -3 -0.4%
FDCC
3317
Foster Dykema Cabot & Co
Massachusetts
$184K
TFGT
3318
TS Financial Group (TSFG)
Illinois
$183K +$16.4K +69 +10%
BFPW
3319
BOK Financial Private Wealth
Colorado
$182K +$45.1K +190 +33%
DAL
3320
Delta Accumulation LLC
California
$181K +$237 +1 +0.1%
GCM
3321
Gladius Capital Management
Illinois
$180K -$1.18M -4,958 -87%
TAM
3322
Tucker Asset Management
Colorado
$179K -$19.2K -81 -10%
BC
3323
BIT Capital
Germany
$179K +$105K +441 +142%
MIHAS
3324
Maj Invest Holding A/S
Denmark
$178K
EWP
3325
Elevation Wealth Partners
California
$175K