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 %
FBT
2651
First Bank & Trust
South Dakota
$645K -$49.9K -210 -7%
CIP
2652
Convergence Investment Partners
Florida
$645K -$309K -1,301 -32%
WIM
2653
WealthPlan Investment Management
Nebraska
$644K -$572K -2,408 -47%
WFMPM
2654
Woodley Farra Manion Portfolio Management
Indiana
$643K +$34.2K +144 +6%
EFM
2655
E Fund Management
China
$642K -$77K -324 -11%
MMH
2656
Menora Mivtachim Holdings
Israel
$641K -$1.26M -5,300 -66%
HCM
2657
Huber Capital Management
California
$641K
CAM
2658
Campion Asset Management
Virginia
$639K
HKIMG
2659
Hutchens & Kramer Investment Management Group
Indiana
$637K +$10.4K +44 +2%
CCFM
2660
Clear Creek Financial Management
Washington
$636K -$4.99K -21 -0.8%
LC
2661
Lavaca Capital
Texas
$635K -$140K -588 -18%
BSSFA
2662
Baron Silver Stevens Financial Advisors
Florida
$633K
NWA
2663
New World Advisors
Massachusetts
$632K +$22.8K +96 +4%
CAMV
2664
Concord Asset Management (Virginia)
Virginia
$630K +$72K +303 +13%
JSW
2665
Journey Strategic Wealth
New Jersey
$629K -$345K -1,454 -35%
TCBWMS
2666
Texas Capital Bank Wealth Management Services
Texas
$628K -$83.1K -350 -12%
SFG
2667
Summit Financial Group
West Virginia
$626K
EIP
2668
Ellis Investment Partners
Pennsylvania
$624K -$14.5K -61 -2%
GAA
2669
Global Assets Advisory
Florida
$624K -$11.9K -50 -2%
HC
2670
Hamilton Capital
Ohio
$622K +$64.8K +273 +12%
GWP
2671
Gateway Wealth Partners
Wisconsin
$620K -$32.5K -137 -5%
WFM
2672
Wolff Financial Management
Michigan
$618K +$237 +1 +0%
PVM
2673
Palogic Value Management
Texas
$617K -$23.7K -100 -4%
NG
2674
Northstar Group
New York
$616K +$15K +63 +2%
TA
2675
Trellis Advisors
Washington
$616K -$5.7K -24 -0.9%