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 %
FWM
2051
Finer Wealth Management
Massachusetts
$1.54M +$46.8K +197 +3%
LJAC
2052
L.J. Altfest & Co
New York
$1.54M -$1.66K -7 -0.1%
WAG
2053
Winthrop Advisory Group
Massachusetts
$1.54M +$153K +645 +11%
RBC
2054
Romano Brothers & Co
Illinois
$1.54M -$24.9K -105 -2%
EI
2055
Ellevest Inc
New York
$1.54M -$14.5K -61 -0.9%
WSCM
2056
Wellington Shields Capital Management
New York
$1.53M
BCM
2057
Barden Capital Management
Texas
$1.53M -$219K -922 -13%
PWW
2058
Pettyjohn Wood & White
Virginia
$1.53M +$17.6K +74 +1%
LCM
2059
Leisure Capital Management
California
$1.53M -$8.79K -37 -0.6%
DBIA
2060
Dumont & Blake Investment Advisors
New Jersey
$1.52M -$5.7K -24 -0.4%
DFG
2061
Delta Financial Group
New Jersey
$1.52M +$177K +745 +13%
EFMC
2062
Empire Financial Management Company
New York
$1.52M
CPIA
2063
Cornell Pochily Investment Advisors
New York
$1.52M -$11.6K -49 -0.8%
EAM
2064
EdenTree Asset Management
United Kingdom
$1.52M +$1.52M +6,400 New
MHS
2065
M Holdings Securities
Oregon
$1.51M -$3.01M -12,665 -67%
MPPLM
2066
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.51M +$174K +734 +13%
TAM
2067
Titleist Asset Management
Texas
$1.51M -$110K -463 -7%
WAAG
2068
Wealth Alliance Advisory Group
Kansas
$1.51M -$268K -1,127 -15%
TLCM
2069
Twin Lakes Capital Management
California
$1.51M +$2.61K +11 +0.2%
CPSC
2070
Carl P. Sherr & Co
Massachusetts
$1.5M +$35.6K +150 +2%
WCF
2071
West Coast Financial
California
$1.5M -$102K -428 -6%
BWM
2072
Buckley Wealth Management
Nevada
$1.5M +$468K +1,971 +45%
PSP
2073
Principal Street Partners
Tennessee
$1.5M +$277K +1,166 +23%
SIG
2074
Sky Investment Group
Connecticut
$1.49M +$42.7K +180 +3%
GPA
2075
Guerra Pan Advisors
New Jersey
$1.49M +$3.33K +14 +0.2%