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 %
NF
2076
Nvest Financial
New Hampshire
$1.48M +$86.4K +364 +6%
CFA
2077
Camarda Financial Advisors
Florida
$1.48M +$43.2K +182 +3%
CFCI
2078
Comprehensive Financial Consultants Institutional
Indiana
$1.48M +$42.5K +174 +3%
QPWM
2079
Quadrant Private Wealth Management
Pennsylvania
$1.48M +$8.31K +35 +0.6%
FGI
2080
Foresight Global Investors
New York
$1.48M -$505K -2,125 -25%
GAM
2081
Grandview Asset Management
Pennsylvania
$1.48M +$130K +548 +10%
N
2082
Numerai
California
$1.48M +$1.48M +6,227 New
EFSCE
2083
Enterprise Financial Services Corp (EFSC)
Missouri
$1.47M +$35.4K +149 +2%
SFG
2084
Sovereign Financial Group
Connecticut
$1.47M +$65.8K +277 +5%
EWA
2085
Etesian Wealth Advisors
Oregon
$1.47M -$17.3K -73 -1%
AGP
2086
Autumn Glory Partners
Texas
$1.47M +$1.47M +6,170 New
TPWA
2087
TRUE Private Wealth Advisors
Oregon
$1.46M -$4.51K -19 -0.3%
RFM
2088
Royal Fund Management
Florida
$1.46M -$35.4K -149 -2%
OA
2089
Operose Advisors
Wisconsin
$1.46M +$20.7K +87 +1%
UBV
2090
United Bank (Virginia)
Virginia
$1.46M -$64.1K -270 -4%
NFA
2091
Northern Financial Advisors
Michigan
$1.45M +$24.7K +104 +2%
FCFC
2092
First Commonwealth Financial Corp
Pennsylvania
$1.45M -$35.1K -148 -2%
FC
2093
Fulcrum Capital
Washington
$1.45M -$422K -1,776 -23%
AI
2094
Accredited Investors
Minnesota
$1.44M +$1.09M +4,597 +316%
GIA
2095
Guyasuta Investment Advisors
Pennsylvania
$1.43M +$6.17K +26 +0.4%
EA
2096
Emerald Advisers
Pennsylvania
$1.43M -$169K -710 -11%
WP
2097
WealthPLAN Partners
Nebraska
$1.43M -$933K -3,928 -39%
APM
2098
Advanced Portfolio Management
New York
$1.43M +$1.43M +6,021 New
LA
2099
Legacy Advisors
Pennsylvania
$1.43M +$711K +2,995 +100%
VSAM
2100
Value Star Asset Management
Hong Kong
$1.42M -$950K -4,000 -40%