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 %
GSWM
1826
Greenup Street Wealth Management
Michigan
$2.35M -$658K -2,772 -22%
HAC
1827
Harbor Advisory Corp
New Hampshire
$2.35M +$30.4K +128 +1%
ACL
1828
Applied Capital LLC
Florida
$2.34M -$1.43K -6 -0.1%
FGP
1829
Foyston, Gordon, & Payne
Ontario, Canada
$2.33M -$8.48M -35,702 -78%
HI
1830
Hoey Investments
Pennsylvania
$2.33M -$312K -1,313 -12%
NL
1831
NWAM LLC
Washington
$2.33M +$419K +1,764 +22%
TGCMU
1832
Titan Global Capital Management USA
New York
$2.33M -$126K -530 -5%
MFGM
1833
Marshall Financial Group (Maryland)
Maryland
$2.33M -$3.33K -14 -0.1%
MWM
1834
Mattern Wealth Management
Kansas
$2.33M -$4.99K -21 -0.2%
TWM
1835
Thrive Wealth Management
Pennsylvania
$2.32M +$60.8K +256 +3%
FCP
1836
Fidelis Capital Partners
Florida
$2.32M +$118K +496 +5%
FWM
1837
ForthRight Wealth Management
Georgia
$2.32M
VSQM
1838
V-Square Quantitative Management
Illinois
$2.3M -$73.1K -308 -3%
EWG
1839
Executive Wealth Group
Washington
$2.29M +$475 +2 +0%
TSWM
1840
Tyler-Stone Wealth Management
Ohio
$2.28M +$2.28M +9,619 New
SFPG
1841
Stonebridge Financial Planning Group
Florida
$2.28M -$19.5K -82 -0.8%
MLA
1842
My Legacy Advisors
Oregon
$2.28M -$67.6K -278 -3%
ACG
1843
Allen Capital Group
Nebraska
$2.28M -$23K -97 -1%
RCM
1844
Radnor Capital Management
Pennsylvania
$2.27M +$309K +1,300 +16%
TCM
1845
Teza Capital Management
Illinois
$2.26M +$2.26M +9,505 New
HCCM
1846
Hudson Canyon Capital Management
New York
$2.25M +$53K +223 +2%
REMPR
1847
Roof Eidam Maycock Peralta (REMP)
California
$2.25M +$67.2K +283 +3%
EWM
1848
Evergreen Wealth Management
Michigan
$2.24M +$79.3K +334 +4%
TIM
1849
Triad Investment Management
California
$2.24M -$712 -3 -0%
LFA
1850
Legacy Financial Advisors
Kentucky
$2.23M +$68.2K +287 +3%