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 %
CIM
3526
Confluence Investment Management
Missouri
-$321K -1,423 Closed
PFA
3527
Petra Financial Advisors
Colorado
-$306K -1,356 Closed
BDAM
3528
Blue Door Asset Management
Connecticut
-$299K -1,325 Closed
GCM
3529
Gallacher Capital Management
Colorado
-$294K -1,304 Closed
SP
3530
Successful Portfolios
Florida
-$278K -1,232 Closed
BC
3531
Bridgefront Capital
Texas
-$275K -1,220 Closed
MTC
3532
McDaniel Terry & Co
Texas
-$273K -1,210 Closed
MC
3533
Machina Capital
France
-$269K -1,194 Closed
KL
3534
KWMG LLC
Kansas
-$254K -1,125 Closed
ACM
3535
Academy Capital Management
Texas
-$243K -1,080 Closed
EGM
3536
Engineers Gate Manager
New York
-$242K -1,072 Closed
TWM
3537
Trevian Wealth Management
Massachusetts
-$234K -1,039 Closed
GF
3538
Goodman Financial
Texas
-$234K -1,037 Closed
ACM
3539
AUA Capital Management
Pennsylvania
-$230K -1,020 Closed
CFA
3540
Compass Financial Advisors
Indiana
-$229K -1,015 Closed
GC
3541
Gratus Capital
Georgia
-$229K -1,014 Closed
EC
3542
EdgeRock Capital
Colorado
-$226K -1,002 Closed
AFP
3543
Alpha Financial Partners
Kentucky
-$213K -946 Closed
LAM
3544
Lifestyle Asset Management
Texas
-$210K -933 Closed
FVWA
3545
Foster Victor Wealth Advisors
South Carolina
-$205K -901 Closed
PCA
3546
Private Capital Advisors
Connecticut
-$203K -900 Closed
MCM
3547
Maple Capital Management
Vermont
-$200K -889 Closed
SC
3548
Slow Capital
California
-$180K -800 Closed
BA
3549
Bellwether Advisors
Nebraska
-$180K -799 Closed
CCM
3550
Carderock Capital Management
Maryland
-$143K -635 Closed