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 %
PWMG
1801
Prestige Wealth Management Group
New Jersey
$2.46M +$25.2K +106 +1%
BW
1802
Bison Wealth
Georgia
$2.46M +$523K +2,202 +27%
WI
1803
WrapManager Inc
California
$2.45M -$88.6K -373 -3%
MFG
1804
MidWestOne Financial Group
Iowa
$2.44M -$296K -1,247 -11%
SCP
1805
Shorepoint Capital Partners
Massachusetts
$2.44M +$20.4K +86 +0.8%
SAA
1806
Southeast Asset Advisors
Georgia
$2.43M -$46.3K -195 -2%
GWSG
1807
GPS Wealth Strategies Group
Colorado
$2.43M -$8.55K -36 -0.4%
SIC
1808
SJS Investment Consulting
Ohio
$2.42M -$237 -1 -0%
APWM
1809
Atlas Private Wealth Management
New York
$2.41M +$69.6K +293 +3%
ATWA
1810
Arbor Trust Wealth Advisors
Michigan
$2.41M +$65.1K +274 +3%
GTAM
1811
Global Trust Asset Management
Florida
$2.4M +$18.5K +78 +0.8%
CRWM
1812
Castle Rock Wealth Management
California
$2.4M -$33.5K -140 -1%
EFI
1813
EHP Funds Inc
Canada
$2.39M -$1.48M -6,220 -38%
DL
1814
DOHJ LLC
Washington
$2.39M -$24.7K -104 -1%
SMC
1815
Smith, Moore & Co
Missouri
$2.39M +$66K +278 +3%
BC
1816
Belmont Capital
California
$2.39M +$2.37M +9,994 +18,507%
TCOT
1817
Trust Company of Toledo
Ohio
$2.38M +$596K +2,508 +33%
NHC
1818
Nicholas Hoffman & Company
Georgia
$2.38M +$950 +4 +0%
PWMAG
1819
Pinnacle Wealth Management Advisory Group
New Jersey
$2.38M -$118K -498 -5%
TCPG
1820
Trivant Custom Portfolio Group
California
$2.38M -$12.1K -51 -0.5%
AF
1821
Ally Financial
Michigan
$2.37M +$2.37M +10,000 New
SCA
1822
Sander Capital Advisors
Washington
$2.37M +$44.6K +188 +2%
1W
1823
1776 Wealth
Georgia
$2.37M -$199K -836 -8%
HCA
1824
Horan Capital Advisors
Ohio
$2.37M +$10.9K +46 +0.5%
HFM
1825
Harvest Fund Management
China
$2.37M -$983K -4,141 -29%