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 %
TA
726
TruWealth Advisors
Louisiana
$18.2M +$248K +1,045 +1%
MC
727
Moors & Cabot
Massachusetts
$18.2M +$27.3K +115 +0.2%
BCV
728
Banque Cantonale Vaudoise
Switzerland
$18.1M -$1.37M -5,752 -7%
SC
729
SouthState Corp
Florida
$18.1M -$673K -2,833 -4%
SSA
730
South Street Advisors
New York
$18M -$166K -698 -0.9%
WAM
731
Wallington Asset Management
Indiana
$18M +$145K +612 +0.8%
H
732
HoyleCohen
California
$18M -$820K -3,451 -4%
CTC
733
Central Trust Company
Missouri
$18M +$5.23K +22 +0%
ASN
734
Advisory Services Network
Georgia
$17.8M +$1.26M +5,288 +8%
O
735
Ossiam
France
$17.7M -$17M -71,781 -49%
KCM
736
Kornitzer Capital Management
Kansas
$17.5M -$128K -538 -0.7%
MGP
737
Metis Global Partners
California
$17.4M +$1.24M +5,238 +8%
KOCAA
738
Knights of Columbus Asset Advisors
Connecticut
$17.3M +$74.8K +315 +0.4%
IAA
739
Independent Advisor Alliance
North Carolina
$17.2M -$361K -1,521 -2%
ATI
740
Act Two Investors
California
$17.1M +$3.73M +15,726 +28%
AFIA
741
America First Investment Advisors
Nebraska
$17M +$137K +576 +0.8%
SCM
742
Stevens Capital Management
Pennsylvania
$16.9M +$11M +46,224 +185%
SC
743
Saybrook Capital
North Carolina
$16.9M -$11.9K -50 -0.1%
ET
744
Equitable Trust
Tennessee
$16.9M -$413K -1,740 -2%
CCM
745
Coerente Capital Management
Ontario, Canada
$16.9M -$4.51K -19 -0%
HWM
746
HB Wealth Management
Georgia
$16.8M +$904K +3,806 +6%
HWM
747
Heirloom Wealth Management
Colorado
$16.8M +$473K +1,992 +3%
AHC
748
Anderson Hoagland & Co
Missouri
$16.8M -$82.9K -349 -0.5%
SCA
749
Snowden Capital Advisors
New York
$16.8M -$474K -1,998 -3%
IWC
750
Integrated Wealth Concepts
Massachusetts
$16.8M +$2.08M +8,773 +14%