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 %
CAM
1151
Cypress Asset Management
Texas
$7.16M -$83K -347 -1%
EH
1152
Equitable Holdings
New York
$7.15M +$953K +4,012 +15%
RIL
1153
Rothschild Investment LLC
Illinois
$7.15M +$157K +663 +2%
TC
1154
Telemus Capital
Michigan
$7.15M -$292K -1,231 -4%
AFWM
1155
AMJ Financial Wealth Management
Virginia
$7.14M +$4.18M +17,593 +141%
TAM
1156
Townsend Asset Management
North Carolina
$7.13M +$137K +575 +2%
GIA
1157
GHP Investment Advisors
Colorado
$7.12M +$316K +1,317 +5%
FTC
1158
Farmers Trust Company
Ohio
$7.11M -$30.6K -129 -0.4%
MG
1159
Mather Group
Illinois
$7.09M +$1.23M +5,173 +21%
BCM
1160
Bancreek Capital Management
California
$7.07M +$52.5K +221 +0.7%
CUAMC
1161
China Universal Asset Management Company
China
$7.07M +$522K +2,200 +8%
MFG
1162
Merit Financial Group
Georgia
$7.04M +$613K +2,580 +10%
CIM
1163
Chapman Investment Management
California
$7.04M -$340K -1,430 -5%
GAM
1164
Griffin Asset Management
New York
$7.02M -$29.2K -123 -0.4%
CPA
1165
Capital Planning Advisors
California
$7.02M +$21.4K +90 +0.3%
WWA
1166
WCG Wealth Advisors
Nevada
$7.02M +$345K +1,451 +5%
AAM
1167
Azzad Asset Management
Virginia
$7.02M +$58.7K +247 +0.8%
HWA
1168
HCR Wealth Advisors
California
$7.01M -$223K -939 -3%
FTDI
1169
First Trust Direct Indexing
Massachusetts
$7M -$470K -1,981 -6%
CWP
1170
Cyndeo Wealth Partners
Florida
$6.99M -$152K -638 -2%
AWMT
1171
AAFMAA Wealth Management & Trust
North Carolina
$6.97M -$35.6K -150 -0.5%
HA
1172
Herold Advisors
New York
$6.97M +$109K +461 +2%
MGIA
1173
Moneta Group Investment Advisors
Missouri
$6.95M +$957K +4,028 +16%
GS
1174
GTS Securities
New York
$6.95M +$6.95M +29,271 New
GWM
1175
Geneos Wealth Management
Colorado
$6.95M +$4.88M +20,530 +235%