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 %
TVWM
1451
Tower View Wealth Management
Wisconsin
$4.35M -$187K -789 -4%
QIM
1452
Quantitative Investment Management
Virginia
$4.34M -$1.82M -7,650 -29%
CSC
1453
Caldwell Sutter Capital
California
$4.32M +$167K +704 +4%
SEEDPG
1454
S.E.E.D. Planning Group
New York
$4.31M +$53.4K +225 +1%
ACP
1455
Aviance Capital Partners
Florida
$4.31M +$39.2K +165 +0.9%
LOAMS
1456
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.3M -$175K -738 -4%
GMA
1457
Glassy Mountain Advisors
Maryland
$4.3M +$4.3M +18,091 New
BB
1458
Busey Bank
Illinois
$4.29M -$81.7K -344 -2%
BCFS
1459
Butensky & Cohen Financial Security
Florida
$4.28M -$117K -494 -3%
WG
1460
Watchman Group
Texas
$4.27M +$3.8K +16 +0.1%
FWM
1461
Fairhaven Wealth Management
Illinois
$4.26M +$4.26M +17,955 New
DPIM
1462
Duff & Phelps Investment Management
Illinois
$4.26M
AMBIA
1463
Allen Mooney & Barnes Investment Advisors
Georgia
$4.25M +$601K +2,531 +16%
QI
1464
Qtron Investments
Massachusetts
$4.24M +$154K +650 +4%
SFO
1465
Stokes Family Office
Louisiana
$4.24M +$113K +476 +3%
NC
1466
NBW Capital
Massachusetts
$4.23M -$36.1K -152 -0.8%
PA
1467
Prossimo Advisors
California
$4.23M
WANY
1468
Wealthspire Advisors (New York)
New York
$4.22M +$612K +2,577 +17%
CCG
1469
Ceeto Capital Group
Florida
$4.2M -$23.8K -100 -0.6%
CA
1470
Crewe Advisors
Utah
$4.2M +$85K +358 +2%
CCFP
1471
Charles Carroll Financial Partners
Massachusetts
$4.19M +$47.5K +200 +1%
SWM
1472
SeaCrest Wealth Management
New York
$4.19M -$76K -320 -2%
FAP
1473
Financial Advisory Partners
Florida
$4.19M -$26.8K -113 -0.6%
QT
1474
Quantbot Technologies
New York
$4.18M -$4.04M -17,030 -49%
SIAG
1475
Signet Investment Advisory Group
Rhode Island
$4.18M -$33.2K -140 -0.8%