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 %
BFS
1751
Bard Financial Services
Connecticut
$2.63M
NL
1752
Navalign LLC
California
$2.63M -$21.1K -89 -0.8%
CFMC
1753
Curbstone Financial Management Corp
New Hampshire
$2.63M -$52.2K -220 -2%
PCS
1754
Personal CFO Solutions
New Jersey
$2.62M +$19.5K +82 +0.7%
AWA
1755
Arkadios Wealth Advisors
Georgia
$2.62M +$950 +4 +0%
PCMC
1756
Private Capital Management (Colorado)
Colorado
$2.62M -$32.5K -137 -1%
APP
1757
Avantax Planning Partners
Iowa
$2.6M -$10.7K -45 -0.4%
AIM
1758
Acropolis Investment Management
Missouri
$2.6M +$239K +1,005 +10%
UAS
1759
United Asset Strategies
New York
$2.59M +$1.31M +5,508 +102%
MCC
1760
Malaga Cove Capital
California
$2.58M -$23K -97 -0.9%
BIA
1761
Benchmark Investment Advisors
Illinois
$2.58M -$7.6K -32 -0.3%
KGC
1762
Kennon-Green & Company
Ohio
$2.57M -$20.4K -86 -0.8%
GPA
1763
Garrison Point Advisors
California
$2.57M -$24.9K -105 -1%
GA
1764
Geller Advisors
New York
$2.57M +$763K +3,213 +42%
CH
1765
Canton Hathaway
Rhode Island
$2.57M
1WA
1766
180 Wealth Advisors
Washington
$2.57M -$27.1K -114 -1%
SSI
1767
Scott & Selber Inc
Texas
$2.57M -$8.31K -35 -0.3%
MAM
1768
Mystic Asset Management
Rhode Island
$2.56M -$77.2K -325 -3%
BOSSRA
1769
B.O.S.S. Retirement Advisors
Utah
$2.56M +$56.8K +239 +2%
AOWM
1770
Alpha Omega Wealth Management
Virginia
$2.56M -$8.31K -35 -0.3%
CIC
1771
Cornercap Investment Counsel
Georgia
$2.56M -$26.8K -113 -1%
ICM
1772
IMS Capital Management
Oregon
$2.56M -$5.46K -23 -0.2%
CWAG
1773
Compton Wealth Advisory Group
Virginia
$2.56M -$22.1K -93 -0.9%
RMAM
1774
Raab & Moskowitz Asset Management
New Jersey
$2.55M +$10.4K +44 +0.4%
RIA
1775
Richwood Investment Advisors
Ohio
$2.55M -$3.56K -15 -0.1%