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 %
AWA
2451
Alta Wealth Advisors
Massachusetts
$888K -$11.9K -50 -1%
IWP
2452
Invenio Wealth Partners
Florida
$884K +$884K +3,722 New
SIC
2453
Samalin Investment Counsel
New York
$879K +$202K +851 +30%
DDPIC
2454
Deroy & Devereaux Private Investment Counsel
Michigan
$877K +$656K +2,761 +297%
WMA
2455
Wealth Management Associates
New Jersey
$877K +$141K +595 +19%
BFWA
2456
Benchmark Financial Wealth Advisors
Florida
$876K +$44.2K +186 +5%
MJP
2457
Michael J. Puzo
$873K
WCM
2458
Wallace Capital Management
Texas
$871K +$534K +2,250 +159%
BCM
2459
Brown Capital Management
Maryland
$871K
HG
2460
Harbor Group
New Hampshire
$871K
SLT
2461
St Louis Trust
Missouri
$869K
LSA
2462
Lion Street Advisors
Texas
$868K +$196K +927 +29%
FTWA
2463
Fifth Third Wealth Advisors
Ohio
$867K +$441K +1,855 +103%
GAM
2464
GEM Asset Management
Michigan
$867K -$3.09K -13 -0.4%
ICP
2465
Interchange Capital Partners
Pennsylvania
$866K -$226K -951 -21%
QPW
2466
Quantum Private Wealth
Florida
$864K
PK
2467
Pflug Koory
Nebraska
$864K +$12.8K +54 +2%
PL
2468
Plancorp LLC
Missouri
$863K +$32.5K +137 +4%
GAM
2469
Gould Asset Management
California
$862K
PHIC
2470
Pine Haven Investment Counsel
Massachusetts
$860K +$19.7K +83 +2%
GA
2471
GFS Advisors
Texas
$860K +$59.4K +250 +7%
AFG
2472
Atomi Financial Group
New York
$860K +$147K +618 +21%
EAM
2473
Evanson Asset Management
California
$859K +$237 +1 +0%
WW
2474
Waterfront Wealth
Kansas
$855K
PFA
2475
Pure Financial Advisors
California
$852K +$1.19K +5 +0.1%