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 %
HCM
3351
Highlander Capital Management
New Jersey
$119K
TFM
3352
TFC Financial Management
Massachusetts
$118K +$1.9K +8 +2%
FA
3353
Financial Avengers
California
$113K +$237 +1 +0.2%
2L
3354
25 LLC
Missouri
$112K +$973 +4 +0.9%
TLA
3355
Tanglewood Legacy Advisors
Texas
$112K
LWA
3356
Lowe Wealth Advisors
Maryland
$111K -$17.6K -74 -14%
HWM
3357
HighMark Wealth Management
Minnesota
$110K -$73.1K -308 -40%
DCM
3358
Disciplina Capital Management
Tennessee
$108K +$69.6K +293 +181%
Canada Pension Plan Investment Board
3359
Canada Pension Plan Investment Board
Ontario, Canada
$107K -$84.1M -354,226 -100%
TCM
3360
Tradewinds Capital Management
Washington
$103K -$76.5K -322 -43%
CTWM
3361
Cherry Tree Wealth Management
Minnesota
$102K +$102K +430 New
BDS
3362
Banco de Sabadell
Florida
$99K +$2.34K +10 +2%
PA
3363
PSI Advisors
Florida
$98K -$712 -3 -0.7%
GC
3364
Globeflex Capital
California
$97.4K +$97.4K +410 New
HB
3365
Horizon Bancorp
Indiana
$95K
CWA
3366
Carolina Wealth Advisors
South Carolina
$94.5K +$89.1K +375 +1,630%
GAG
3367
Goodman Advisory Group
Massachusetts
$91.7K
DWMG
3368
DB Wealth Management Group
California
$90.8K +$237 +1 +0.3%
IWP
3369
IAG Wealth Partners
Wisconsin
$90.2K -$11.9K -50 -12%
SF
3370
Safeguard Financial
Wisconsin
$90K +$90K +382 New
BHWM
3371
Bay Harbor Wealth Management
Maryland
$86.4K -$6.41K -27 -7%
ICM
3372
Intrepid Capital Management
Florida
$86.2K +$86.2K +363 New
GG
3373
Gleason Group
Kentucky
$85.8K -$4.75K -20 -5%
CCC
3374
Chelsea Counsel Company
California
$85.5K -$11.9K -50 -12%
ARS
3375
Adirondack Retirement Specialists
New York
$85.5K -$8.79K -37 -9%