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 %
PA
2776
PFW Advisors
Georgia
$523K +$523K +2,178 New
MAM
2777
Milestone Asset Management
Pennsylvania
$523K -$17.1K -72 -3%
MIG
2778
McGuire Investment Group
Rhode Island
$523K
VAF
2779
Values Added Financial
District of Columbia
$523K +$523K +2,201 New
Aristotle Capital Management
2780
Aristotle Capital Management
California
$522K
JCM
2781
Jag Capital Management
Missouri
$522K +$74.6K +314 +17%
LWANC
2782
Laurel Wealth Advisors (North Carolina)
North Carolina
$521K +$6.89K +29 +1%
FPB
2783
First PREMIER Bank
South Dakota
$521K +$7.37K +31 +1%
P
2784
Palladiem
Pennsylvania
$521K
NWM
2785
NEIRG Wealth Management
Massachusetts
$521K -$237 -1 -0%
RF
2786
Rollins Financial
Georgia
$520K +$520K +2,190 New
CIAS
2787
CFS Investment Advisory Services
New Jersey
$520K -$1.66K -7 -0.3%
LC
2788
Lincoln Capital
Nebraska
$519K +$2.38K +10 +0.5%
NVIM
2789
New Vernon Investment Management
Illinois
$518K
IAG
2790
Investmark Advisory Group
Connecticut
$517K +$1.19K +5 +0.2%
DA
2791
Drake & Associates
Wisconsin
$516K +$92.2K +388 +22%
QCIG
2792
Quad-Cities Investment Group
Iowa
$514K +$237 +1 +0%
PWA
2793
Physician Wealth Advisors
Utah
$514K
WDL
2794
Well Done LLC
Michigan
$513K -$167K -704 -25%
MC
2795
Merlin Capital
Rhode Island
$512K -$10.9K -46 -2%
CCMT
2796
CMT Capital Markets Trading
Germany
$511K +$511K +2,150 New
TI
2797
Truepoint Inc
Ohio
$510K +$3.09K +13 +0.6%
AA
2798
Apriem Advisors
California
$510K -$73.1K -308 -13%
AWA
2799
Amplius Wealth Advisors
Pennsylvania
$509K +$3.8K +16 +0.8%
CFO
2800
Collective Family Office
Pennsylvania
$507K