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 %
HCMG
626
Howard Capital Management Group
California
$24.7M -$233K -983 -0.9%
EWA
627
Exencial Wealth Advisors
Oklahoma
$24.5M +$3.05M +12,831 +14%
SWM
628
Spire Wealth Management
Virginia
$24.4M -$957K -4,030 -4%
CGA
629
Compound Global Advisors
Washington
$24.3M +$5.98M +25,193 +33%
PAI
630
Pittenger & Anderson Inc
Nebraska
$24.2M +$73.1K +308 +0.3%
GIM
631
Grassi Investment Management
California
$24.1M -$57.2K -241 -0.2%
CIC
632
Carnegie Investment Counsel
Ohio
$24.1M -$241K -1,015 -1%
ZAM
633
Zevin Asset Management
Massachusetts
$24M -$399K -1,682 -2%
DS
634
Dudley & Shanley
Florida
$24M -$23.7K -100 -0.1%
SCM
635
Steadfast Capital Management
New York
$24M
CTA
636
Chesley Taft & Associates
Illinois
$24M +$170K +716 +0.7%
KPWS
637
Kestra Private Wealth Services
Texas
$23.9M +$3.7M +15,576 +18%
HTI
638
Hikari Tsushin Inc
Japan
$23.9M
AWM
639
Absher Wealth Management
North Carolina
$23.8M -$123K -516 -0.5%
AAS
640
Avantax Advisory Services
Texas
$23.8M +$60.1K +253 +0.3%
LSERS
641
Louisiana State Employees Retirement System
Louisiana
$23.8M -$1.31M -5,500 -5%
ATC
642
Argent Trust Co
Tennessee
$23.5M +$2.5M +10,544 +12%
NFGCM
643
Norman Fields Gottscho Capital Management
New York
$23.1M -$126K -529 -0.5%
PCM
644
Palisade Capital Management
New Jersey
$23.1M +$307K +1,292 +1%
OCBCO
645
Oversea-Chinese Banking Corp (OCBC)
Singapore
$23.1M -$1.89M -7,948 -8%
AHC
646
Adell Harriman & Carpenter
Texas
$23.1M -$104K -437 -0.4%
SIA
647
Sit Investment Associates
Minnesota
$23.1M -$676K -2,846 -3%
PCIA
648
Prime Capital Investment Advisors
Kansas
$23M +$6.66M +28,060 +41%
LF
649
Longbow Finance
Switzerland
$22.9M -$14.7K -62 -0.1%
ACA
650
Aptus Capital Advisors
Alabama
$22.8M -$187K -786 -0.8%