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 %
AT
1251
American Trust
Kentucky
$6.07M +$98.3K +414 +2%
IWM
1252
IHT Wealth Management
Illinois
$6.04M +$133K +561 +2%
GIA
1253
Gladstone Institutional Advisory
Florida
$6.03M +$312K +1,314 +5%
HTC
1254
Haverford Trust Company
Pennsylvania
$6.01M +$284K +1,194 +5%
PFU
1255
Parus Finance (UK)
United Kingdom
$6.01M +$2.78M +11,686 +86%
CT
1256
Clearstead Trust
Maine
$5.98M -$656K -2,889 -10%
AWP
1257
Ascent Wealth Partners
New York
$5.96M +$322K +1,352 +6%
GAAM
1258
Guinness Atkinson Asset Management
California
$5.95M -$142K -596 -2%
CLCM
1259
Center Lake Capital Management
Florida
$5.94M -$15.4M -65,000 -72%
RA
1260
Rovida Advisors
Florida
$5.93M
LG
1261
Leuthold Group
Minnesota
$5.93M -$216K -910 -4%
UF
1262
Univest Financial
Pennsylvania
$5.92M -$227K -957 -4%
TPA
1263
Trivium Point Advisory
Connecticut
$5.92M -$66.3K -279 -1%
SWS
1264
SYSTM Wealth Solutions
Illinois
$5.91M +$966K +4,068 +20%
MGAM
1265
McGowan Group Asset Management
Texas
$5.9M +$293K +1,234 +5%
FGA
1266
Fortis Group Advisors
New Jersey
$5.9M +$145K +612 +3%
VAS
1267
Valicenti Advisory Services
New York
$5.9M -$1.6M -6,740 -21%
IAN
1268
Integrated Advisors Network
Texas
$5.89M -$650K -2,737 -10%
BCA
1269
Bray Capital Advisors
Florida
$5.88M -$9.26K -39 -0.2%
ACA
1270
Atlas Capital Advisors
Wyoming
$5.88M +$166K +700 +3%
WG
1271
Winton Group
United Kingdom
$5.88M +$2.65M +11,179 +82%
LWIC
1272
Leith Wheeler Investment Counsel
British Columbia, Canada
$5.87M +$1.19M +4,990 +25%
BWM
1273
BerganKDV Wealth Management
Minnesota
$5.87M +$109K +457 +2%
IB
1274
Intrust Bank
Kansas
$5.83M +$128K +537 +2%
SB
1275
Strategic Blueprint
Georgia
$5.83M +$727K +3,062 +14%