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 %
BP
1676
BBR Partners
New York
$3.03M -$63.2K -266 -2%
CA
1677
Continuum Advisory
Idaho
$3.03M +$5.6K +64 +0.2%
GL
1678
Graypoint LLC
New York
$3.02M +$254K +1,069 +9%
KFP
1679
KMG Fiduciary Partners
Ohio
$3.02M +$93.1K +392 +3%
AC
1680
AlphaCore Capital
California
$3.01M +$407K +1,712 +16%
WAS
1681
WESPAC Advisors SoCal
California
$3M -$1.33M -5,588 -31%
CAWM
1682
Capital Advisors Wealth Management
Washington
$3M +$121K +511 +4%
AIC
1683
Argus Investors Counsel
New York
$2.99M +$40.8K +172 +1%
ABC
1684
Associated Banc-Corp
Wisconsin
$2.99M +$13.3K +56 +0.4%
APGDR
1685
Absoluto Partners Gestao de Recursos
Brazil
$2.99M -$1.02M -4,283 -25%
SFG
1686
SevenBridge Financial Group
Pennsylvania
$2.98M +$2.85K +12 +0.1%
SCI
1687
Stableford Capital II
Arizona
$2.98M +$2.98M +12,420 New
RCG
1688
Regatta Capital Group
California
$2.97M -$57.2K -241 -2%
GBT
1689
Grove Bank & Trust
Florida
$2.97M +$76K +320 +3%
PGIM
1690
Pacific Global Investment Management
California
$2.97M -$4.04K -17 -0.1%
AWM
1691
Accurate Wealth Management
Florida
$2.96M +$1.55M +6,381 +110%
NF
1692
Nikulski Financial
Iowa
$2.95M -$41.6K -175 -1%
TSWM
1693
Triangle Securities Wealth Management
North Carolina
$2.95M -$96.9K -408 -3%
RCAG
1694
Rehmann Capital Advisory Group
Michigan
$2.94M -$34.9K -147 -1%
CIA
1695
Cohen Investment Advisors
New Hampshire
$2.94M +$39.4K +166 +1%
SWM
1696
Selective Wealth Management
Virginia
$2.94M +$2.94M +12,333 New
SB
1697
Simmons Bank
Arkansas
$2.93M +$46.5K +196 +2%
JWM
1698
Jackson Wealth Management
Florida
$2.93M +$63.6K +268 +2%
BCM
1699
Brasada Capital Management
Texas
$2.92M -$336K -1,416 -10%
BSB
1700
Bangor Savings Bank
Maine
$2.92M +$9.74K +41 +0.3%