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 %
SFG
2426
StrategIQ Financial Group
Indiana
$930K +$19.7K +83 +2%
ACA
2427
Affinity Capital Advisors
California
$929K +$79.8K +336 +9%
WWP
2428
WR Wealth Planners
Missouri
$928K +$72.9K +307 +9%
CFA
2429
Cahill Financial Advisors
Minnesota
$928K -$350K -1,474 -27%
Parnassus Investments
2430
Parnassus Investments
California
$927K +$129K +542 +16%
BWA
2431
BDO Wealth Advisors
Florida
$926K +$68.9K +290 +8%
GD
2432
Grandfield & Dodd
New York
$922K +$6.65K +28 +0.7%
MC
2433
McMorgan & Co
California
$921K -$2.38K -10 -0.3%
IFU
2434
iSAM Funds (UK)
United Kingdom
$921K +$122K +514 +15%
BFA
2435
Bragg Financial Advisors
North Carolina
$921K -$10.4K -44 -1%
HFA
2436
High Falls Advisors
New York
$920K +$115K +485 +14%
AWP
2437
Accretive Wealth Partners
New Jersey
$920K +$38K +160 +4%
RHAM
2438
Round Hill Asset Management
California
$919K -$81.9K -345 -8%
Verition Fund Management
2439
Verition Fund Management
Connecticut
$917K +$343K +1,443 +60%
IAS
2440
Investment Advisory Services
Texas
$915K
SCA
2441
STALEY CAPITAL ADVISERS
Pennsylvania
$908K +$9.26K +39 +1%
IF
2442
Intrua Financial
Texas
$905K +$120K +507 +15%
MFG
2443
Midwest Financial Group
Kansas
$901K +$713 +3 +0.1%
AWA
2444
AmeriServ Wealth Advisors
Pennsylvania
$897K -$9.5K -40 -1%
JF
2445
JSF Financial
California
$897K -$36.1K -152 -4%
AWM
2446
Atticus Wealth Management
Florida
$896K +$2.38K +10 +0.3%
BWA
2447
Blodgett Wealth Advisors
California
$893K +$131K +550 +17%
SAM
2448
SignalPoint Asset Management
Missouri
$892K +$1.19K +5 +0.1%
BC
2449
Bowman & Company
Wisconsin
$889K +$28.5K +120 +3%
WHC
2450
Wulff, Hansen & Co
California
$888K -$58.2K -245 -6%