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 %
MFG
2176
Monumental Financial Group
Maryland
$1.29M -$46.3K -195 -3%
AMCA
2177
Arthur M. Cohen & Associates
Illinois
$1.29M +$23.7K +100 +2%
AL
2178
Aspiriant LLC
California
$1.29M -$8.31K -35 -0.6%
FNWM
2179
Financial Network Wealth Management
Utah
$1.29M -$53K -225 -4%
MCCA
2180
Mill Creek Capital Advisors
Pennsylvania
$1.28M +$61.7K +260 +5%
EIA
2181
Eastover Investment Advisors
North Carolina
$1.28M +$10.4K +44 +0.8%
NDSI
2182
Newman Dignan & Sheerar Inc
Rhode Island
$1.28M -$31.6K -133 -2%
CWM
2183
Centurion Wealth Management
Virginia
$1.28M -$4.51K -19 -0.4%
KA
2184
Kovack Advisors
Florida
$1.28M -$163K -688 -11%
QFA
2185
Quattro Financial Advisors
Texas
$1.28M +$91K +383 +8%
CIA
2186
Cape Investment Advisory
Georgia
$1.28M -$17.1K -72 -1%
TA
2187
TCM Advisors
West Virginia
$1.28M -$1.21M
AWA
2188
Aletheian Wealth Advisors
Washington
$1.27M +$1.03M +4,351 +428%
IP
2189
Ignite Planners
California
$1.27M -$2.37K -10 -0.2%
RA
2190
Rockingstone Advisors
Massachusetts
$1.27M +$4.51K +19 +0.4%
ATC
2191
Adirondack Trust Company
New York
$1.26M -$9.03K -38 -0.7%
WIC
2192
Woodmont Investment Counsel
Tennessee
$1.26M -$6.41K -27 -0.5%
RZH
2193
Relyea Zuckerberg Hanson
Connecticut
$1.25M -$225K -948 -15%
DMBA
2194
Deseret Mutual Benefit Administrators
Utah
$1.25M -$50.3K -212 -4%
DAM
2195
Delta Asset Management
Tennessee
$1.25M
FCAG
2196
First Capital Advisors Group
New Jersey
$1.25M -$2.14K -9 -0.2%
KIG
2197
Kowal Investment Group
Wisconsin
$1.24M -$47K -198 -4%
BMC
2198
Beaton Management Company
Massachusetts
$1.24M
FP
2199
Fiduciary Planning
Florida
$1.24M +$19.7K +83 +2%
NGA
2200
Naples Global Advisors
Florida
$1.23M +$87.4K +368 +8%