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 %
TCM
3401
TD Capital Management
Tennessee
$48K
BCM
3402
Bourgeon Capital Management
Connecticut
$45.1K -$3.8K -16 -8%
MIM
3403
Meridiem Investment Management
United Kingdom
$42.7K -$338K -1,425 -89%
RDFA
3404
Ritter Daniher Financial Advisory
Ohio
$42.5K
IAIM
3405
Industrial Alliance Investment Management
Quebec, Canada
$42K -$63.3M -268,480 -100%
EAM
3406
Eukles Asset Management
Ohio
$41.8K
MDCM
3407
Morgan Dempsey Capital Management
Wisconsin
$41.6K
JFG
3408
JDM Financial Group
Texas
$39.4K
RA
3409
Rise Advisors
New York
$39.3K -$237 -1 -0.6%
CIR
3410
Clear Investment Research
Georgia
$38K +$12.1K +51 +47%
CMA
3411
Cedar Mountain Advisors
Oregon
$37.3K
MFA
3412
McClarren Financial Advisors
Pennsylvania
$36K -$237 -1 -0.7%
CFG
3413
CKW Financial Group
Hawaii
$36K
PCM
3414
Perritt Capital Management
Illinois
$35.9K
MCA
3415
Maryland Capital Advisors
Maryland
$35.6K -$11.9K -50 -25%
FFL
3416
Financial Freedom LLC
Ohio
$35.1K
PP
3417
PFS Partners
New Jersey
$34.7K +$34.7K +146 New
SCA
3418
Stuart Chaussee & Associates
California
$33.7K
EIM
3419
Essex Investment Management
Massachusetts
$33.5K -$13.8K -58 -29%
WTG
3420
West Tower Group
Virginia
$30.4K +$30.4K +128 New
AA
3421
AlphaMark Advisors
Kentucky
$30K -$12K -50 -29%
RG
3422
Retirement Group
California
$28.7K -$2.85K -12 -9%
BHWM
3423
Beaird Harris Wealth Management
Texas
$24.2K
SC
3424
Steph & Co
Wisconsin
$24K
LFA
3425
Legend Financial Advisors
Pennsylvania
$23.7K