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 %
TBA
601
Tower Bridge Advisors
Pennsylvania
$27.7M -$3.45M -14,547 -11%
RMA
602
Roffman Miller Associates
Pennsylvania
$27.6M +$425K +1,791 +2%
WC
603
Westwind Capital
New Mexico
$27.5M +$151K +635 +0.6%
CGIM
604
Capital Group Investment Management
Singapore
$27.5M +$26.6K +112 +0.1%
PP
605
Patten & Patten
Tennessee
$27.3M -$179K -753 -0.7%
LRPA
606
L. Roy Papp & Associates
Arizona
$27.1M +$326K +1,373 +1%
NWM
607
Nicola Wealth Management
British Columbia, Canada
$27M -$2.37M -10,000 -8%
AP
608
Appleton Partners
Massachusetts
$26.8M -$439K -1,850 -2%
BBI
609
Baxter Bros Inc
Connecticut
$26.8M +$155K +652 +0.6%
ACI
610
Alpha Cubed Investments
California
$26.5M +$1.16M +4,896 +5%
DBG
611
De Burlo Group
Massachusetts
$26.4M +$3.48M +14,660 +15%
EB
612
Eastern Bank
Massachusetts
$26.3M +$3.79M +15,975 +17%
WAM
613
Wilson Asset Management
Australia
$26.2M -$1.82M -7,652 -6%
JAFL
614
Jay A. Fishman Ltd
Michigan
$26.1M -$2.84M -11,957 -10%
NW
615
NewEdge Wealth
Pennsylvania
$26.1M +$5.13M +21,611 +24%
AWS
616
Atria Wealth Solutions
New York
$26M +$371K +1,564 +1%
DCM
617
Dupont Capital Management
Delaware
$25.9M -$1.45M -6,108 -5%
GAM
618
Guinness Asset Management
United Kingdom
$25.6M +$1.7M +7,153 +7%
MME
619
Meag Munich Ergo
Germany
$25.6M -$449K -1,889 -2%
EI
620
Ethic Inc
New York
$25.4M +$846K +3,561 +3%
TAM
621
Trillium Asset Management
Massachusetts
$25.3M -$100K -421 -0.4%
LOAME
622
Lombard Odier Asset Management (Europe)
United Kingdom
$25.3M +$14.6M +61,508 +137%
TNB
623
Thomasville National Bank
Georgia
$25.3M +$529K +2,228 +2%
PC
624
Port Capital
Illinois
$25.2M +$5.04M +21,215 +25%
BF
625
BOK Financial
Oklahoma
$24.7M -$446K -1,880 -2%