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 %
LCM
851
Logan Capital Management
Pennsylvania
$13.5M -$242K -1,018 -2%
WS
852
Wedbush Securities
California
$13.5M -$513K -2,161 -4%
QIM
853
Quest Investment Management
Oregon
$13.5M -$768K -3,236 -5%
LNWWM
854
Laird Norton Wetherby Wealth Management
California
$13.4M +$174K +731 +1%
MGWM
855
Marks Group Wealth Management
Minnesota
$13.4M +$63.4K +267 +0.5%
AIM
856
Arcadia Investment Management
Michigan
$13.4M +$787K +3,315 +6%
VSI
857
Verde Servicos Internacionais
Brazil
$13.4M -$7.74M -32,592 -37%
AC
858
Abbrea Capital
California
$13.4M +$227K +954 +2%
KFC
859
Klingenstein Fields & Co
New York
$13.4M -$506K -2,131 -4%
IMCOOI
860
Investment Management Corp of Ontario (IMCO)
Canada
$13.3M +$3.03M +12,759 +29%
UH
861
Unigestion Holding
Switzerland
$13.3M +$4.53M +19,313 +52%
TCM
862
Telos Capital Management
California
$13.2M +$192K +807 +1%
CIC
863
Chilton Investment Company
Connecticut
$13.2M +$1.02M +4,302 +8%
JCM
864
Janney Capital Management
Pennsylvania
$13.2M -$109K -458 -0.8%
SWM
865
Segment Wealth Management
Texas
$13.2M -$136K -572 -1%
PCIG
866
Partners Capital Investment Group
Massachusetts
$13.2M -$25.8M -108,512 -66%
DAC
867
Dividend Assets Capital
South Carolina
$13.2M +$144K +605 +1%
WCA
868
Waratah Capital Advisors
Ontario, Canada
$13.1M -$14.1M -59,186 -52%
MRCM
869
M&R Capital Management
New Jersey
$13.1M -$28K -118 -0.2%
CIS
870
Connors Investor Services
Pennsylvania
$13.1M +$16.9K +71 +0.1%
EIA
871
Edgemoor Investment Advisors
Maryland
$13M -$235K -988 -2%
FAT
872
First American Trust
California
$13M -$2.68M -11,266 -17%
RWM
873
Ritholtz Wealth Management
New York
$12.9M +$6.01M +25,321 +87%
GCM
874
Graham Capital Management
Connecticut
$12.9M +$2.86M +12,024 +29%
JSA
875
Jacobson & Schmitt Advisors
Wisconsin
$12.8M -$66K -278 -0.5%