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 %
IA
2851
Insight Advisors
Pennsylvania
$462K -$111K -468 -19%
CSPAM
2852
Cary Street Partners Asset Management
Virginia
$462K
DA
2853
Dover Advisors
Virginia
$462K +$31.1K +131 +7%
CWC
2854
Carolinas Wealth Consulting
North Carolina
$462K -$111K -467 -19%
OIM
2855
Oder Investment Management
California
$461K
HCA
2856
Heck Capital Advisors
Wisconsin
$460K -$11.4K -48 -2%
HFP
2857
Holistic Financial Partners
Indiana
$460K +$7.6K +32 +2%
WOC
2858
West Oak Capital
California
$458K
EP
2859
Edgestream Partners
New Jersey
$457K -$2.24M -9,415 -83%
DB
2860
Dravo Bay
Delaware
$457K +$13.1K +55 +3%
WIA
2861
World Investment Advisors
California
$455K +$77.9K +328 +21%
SPW
2862
Sonoma Private Wealth
California
$454K +$454K +1,914 New
AP
2863
Advisors Preferred
Maryland
$454K +$454K +1,907 New
LF
2864
Lee Financial
Texas
$454K +$42.7K +180 +10%
JCIA
2865
Jackson Creek Investment Advisors
Colorado
$453K -$475 -2 -0.1%
VAM
2866
Verity Asset Management
North Carolina
$452K -$149K -629 -25%
NFG
2867
Nadler Financial Group
Illinois
$449K
RTC
2868
Riverview Trust Company
Washington
$448K -$20.2K -85 -4%
GWM
2869
Gitterman Wealth Management
New Jersey
$447K +$447K +1,880 New
MCM
2870
Monarch Capital Management
Indiana
$446K
TCWM
2871
Total Clarity Wealth Management
Illinois
$445K +$103K +434 +30%
B
2872
Bridgeworth
Alabama
$444K +$77.9K +328 +21%
EA
2873
Echo45 Advisors
California
$443K -$15.7K -66 -3%
CIG
2874
Cairn Investment Group
Washington
$440K -$67.9K -286 -13%
GSIAS
2875
Garden State Investment Advisory Services
New Jersey
$438K +$48.7K +205 +13%