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 %
PG
3376
Proffitt & Goodson
Tennessee
$83.6K -$12.8K -54 -13%
ICM
3377
Islay Capital Management
Texas
$83.1K
TC
3378
Tacita Capital
Ontario, Canada
$82K -$23.5K -99 -22%
CYG
3379
Clean Yield Group
Vermont
$81.2K -$4.75K -20 -6%
BBPWM
3380
Blue Bell Private Wealth Management
Pennsylvania
$78.8K +$46.5K +196 +144%
WOSD
3381
WFA of San Diego
California
$77.2K +$77.2K +325 New
SV
3382
Sturgeon Ventures
United Kingdom
$73.8K
EA
3383
Evolution Advisers
Virginia
$73K
AWM
3384
Activest Wealth Management
Florida
$72.3K +$27.6K +176 +62%
RBC
3385
Roble Belko & Company
Pennsylvania
$70K
IRC
3386
Investors Research Corp
Georgia
$66.8K
TC
3387
Truvestments Capital
Florida
$66.2K +$2.61K +11 +4%
AW
3388
Avion Wealth
Texas
$66K +$14.6K +62 +28%
NC
3389
NewSquare Capital
Pennsylvania
$65.1K +$14.5K +61 +29%
APTFM
3390
AGUR Provident & Training Funds Management
Israel
$65K
SIS
3391
Strategic Investment Solutions
Illinois
$65K -$210K -926 -76%
NBT
3392
Northwest Bank & Trust
Iowa
$64.4K +$64.4K +271 New
MFG
3393
Mendota Financial Group
Wisconsin
$64.1K -$11.9K -50 -16%
HH
3394
HWG Holdings
Texas
$64.1K +$9.97K +42 +18%
RDIA
3395
RE Dickinson Investment Advisors
Iowa
$58K
SC
3396
Stephens Consulting
Michigan
$57.4K
T2I
3397
Turim 21 Investimentos
Brazil
$57K -$946K -3,985 -94%
OAJ
3398
Ogorek Anthony Joseph
New York
$53K
Capstone Investment Advisors
3399
Capstone Investment Advisors
New York
$52.5K +$52.5K +221 New
RI
3400
Ridgewood Investments
New Jersey
$51.2K +$14.3K +60 +39%