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 %
BMC
901
Benin Management Corp
Connecticut
$12.1M -$11.6K -49 -0.1%
OIA
902
OneDigital Investment Advisors
Kansas
$12.1M +$2.25M +9,479 +23%
TF
903
Talbot Financial
Washington
$12.1M +$17.1K +72 +0.1%
NMIMC
904
Northwestern Mutual Investment Management Company
Wisconsin
$12.1M -$8.31K -35 -0.1%
FCBT
905
First Citizens Bank & Trust
North Carolina
$12.1M +$2.91M +12,248 +32%
DWA
906
Douglass Winthrop Advisors
New York
$12.1M -$269K -1,132 -2%
PMG
907
ProVise Management Group
Florida
$12M +$169K +713 +1%
DWT
908
Dorsey & Whitney Trust
South Dakota
$12M +$404K +1,703 +3%
WAM
909
Weatherly Asset Management
California
$11.9M +$9.97K +42 +0.1%
TRCT
910
Tower Research Capital (TRC)
New York
$11.9M +$1.68M +7,055 +16%
IGGA
911
Iron Gate Global Advisors
Utah
$11.9M -$228K -960 -2%
LBC
912
Lowe Brockenbrough & Co
Virginia
$11.8M +$53K +223 +0.5%
CF
913
Cantor Fitzgerald
New York
$11.7M +$5.35M +22,543 +84%
SMI
914
Shelter Mutual Insurance
Missouri
$11.7M -$2.92M -12,300 -20%
YL
915
YCG LLC
Texas
$11.7M -$218K -916 -2%
MHC
916
Meyer Handelman Company
New York
$11.6M +$1.56M +6,560 +15%
CK
917
Cohen Klingenstein
New York
$11.6M
RWA
918
River Wealth Advisors
Pennsylvania
$11.6M -$497K -2,091 -4%
KLWA
919
Kelly Lawrence W & Associates
California
$11.6M -$2.95M -13,047 -20%
SAM
920
Sompo Asset Management
Japan
$11.6M +$708K +2,980 +7%
TCOV
921
Trust Company of Vermont
Vermont
$11.5M +$778K +3,274 +7%
VIM
922
Vinva Investment Management
Australia
$11.5M -$1.39M -5,913 -11%
SSB
923
Sandy Spring Bank
Maryland
$11.5M +$727K +3,061 +7%
OPCM
924
Osborne Partners Capital Management
California
$11.5M +$59.1K +249 +0.5%
WP
925
WMS Partners
Maryland
$11.5M -$648K -2,729 -5%