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 %
SFP
1301
Shepherd Financial Partners
Massachusetts
$5.58M +$41.8K +176 +0.8%
TLP
1302
Trinity Legacy Partners
Texas
$5.57M +$20.4K +86 +0.4%
SC
1303
Sawyer & Company
Massachusetts
$5.55M -$37.8K -159 -0.7%
FFAM
1304
Forge First Asset Management
Canada
$5.55M -$2.36M -9,952 -30%
EFS
1305
Essex Financial Services
Connecticut
$5.54M -$499K -2,102 -8%
BFW
1306
Brady Family Wealth
Missouri
$5.53M +$24.9K +105 +0.5%
LOPW
1307
Live Oak Private Wealth
North Carolina
$5.53M +$4.04K +17 +0.1%
PM
1308
Phraction Management
Connecticut
$5.52M -$3.56K -15 -0.1%
SFA
1309
Souders Financial Advisors
Ohio
$5.51M -$202K -849 -4%
IAM
1310
Innovis Asset Management
Illinois
$5.48M
AC
1311
Asio Capital
Kentucky
$5.48M +$39.2K +165 +0.7%
MCM
1312
McDonough Capital Management
Florida
$5.47M +$54.1K +228 +1%
BWS
1313
Buck Wealth Strategies
Colorado
$5.46M +$5.45M +22,940 +58,821%
JSC
1314
Jackson Square Capital
California
$5.45M +$121K +509 +2%
MWA
1315
Meridian Wealth Advisors
Texas
$5.45M -$205K -864 -4%
WI
1316
WBI Investments
New Jersey
$5.44M +$2.87M +12,089 +112%
VF
1317
Vest Financial
Virginia
$5.42M +$3.95M +16,605 +267%
PB
1318
Pinnacle Bancorp
Nebraska
$5.41M +$15.2K +64 +0.3%
PCM
1319
Poehling Capital Management
Wisconsin
$5.39M -$96.2K -405 -2%
EAM
1320
Eagle Asset Management
Florida
$5.39M +$729K +3,070 +16%
CCP
1321
Clough Capital Partners
Massachusetts
$5.39M -$6.88M -28,985 -56%
MMM
1322
Mendel Money Management
Illinois
$5.38M -$117K -494 -2%
ITFISA
1323
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.37M +$714K +3,006 +15%
BCWM
1324
Bartlett & Co Wealth Management
Ohio
$5.36M +$2.03M +8,531 +61%
BC
1325
Bartlett & Co
Ohio
$5.36M +$2.03M +8,531 +61%