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 %
VNA
3326
Valley National Advisers
Pennsylvania
$174K +$7.14K +30 +4%
CMP
3327
Coston McIsaac & Partners
Maine
$173K
AP
3328
Atwood & Palmer
Missouri
$172K +$125K +525 +263%
IPW
3329
Impact Partnership Wealth
Georgia
$167K +$167K +702 New
MLA
3330
MB, Levis & Associates
Pennsylvania
$166K
FCT
3331
First Community Trust
Iowa
$164K
CAS
3332
Coppell Advisory Solutions
Texas
$161K +$161K +686 New
WIM
3333
Westside Investment Management
California
$159K -$5.7K -24 -3%
ACM
3334
Antonetti Capital Management
Florida
$156K
GM
3335
GeoWealth Management
Illinois
$155K +$125K +525 +410%
AWM
3336
AllSquare Wealth Management
New York
$154K
UID
3337
Union Investments & Development
Israel
$148K +$148K +625 New
DCBT
3338
Dakota Community Bank & Trust
North Dakota
$147K -$5.94K -25 -4%
CPG
3339
Cornerstone Planning Group
New Jersey
$144K +$144K +608 New
BC
3340
Barrett & Company
Rhode Island
$143K +$28.5K +120 +25%
LSA
3341
Lansing Street Advisors
Pennsylvania
$142K +$16.6K +70 +13%
TF
3342
TimeScale Financial
Massachusetts
$142K +$237 +1 +0.2%
UFF
3343
USA Financial Formulas
Michigan
$141K +$137K +575 +3,026%
GWMIA
3344
Global Wealth Management Investment Advisory
Florida
$140K +$140K +590 New
CWA
3345
Clearview Wealth Advisors
Oregon
$137K -$4.51K -19 -3%
USB
3346
Union Savings Bank
Connecticut
$134K +$134K +563 New
NCM
3347
Northwest Capital Management
Oregon
$133K +$133K +560 New
NECFA
3348
New England Capital Financial Advisors
Connecticut
$128K +$237 +1 +0.2%
KTC
3349
Kistler-Tiffany Companies
Pennsylvania
$126K -$4.75K -20 -4%
IA
3350
IFS Advisors
Kansas
$123K