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 %
TPCM
1176
Templeton & Phillips Capital Management
Tennessee
$6.9M
WI
1177
Wintrust Investments
Illinois
$6.9M +$5.59M +23,951 +428%
RDWM
1178
Red Door Wealth Management
Tennessee
$6.88M +$1.2M +5,073 +21%
SWA
1179
Stratos Wealth Advisors
Ohio
$6.88M +$436K +1,835 +7%
NO
1180
Ninety One
South Africa
$6.86M -$1.87M -7,857 -21%
TCM
1181
Twin Capital Management
Pennsylvania
$6.86M +$3.32M +13,986 +94%
SW
1182
Solidarity Wealth
Utah
$6.85M -$2.7M -11,370 -28%
GCL
1183
Gouws Capital LLC
North Carolina
$6.83M +$36.8K +155 +0.5%
RFWA
1184
RPg Family Wealth Advisory
Massachusetts
$6.83M -$169K -711 -2%
AWM
1185
Axxcess Wealth Management
California
$6.82M -$785K -3,306 -10%
NCM
1186
Noesis Capital Mangement
Florida
$6.81M -$60.8K -256 -0.9%
PA
1187
Procyon Advisors
Connecticut
$6.8M +$3.84M +16,158 +129%
ATPW
1188
Ashton Thomas Private Wealth
Arizona
$6.79M +$1.52M +6,385 +29%
NCM
1189
Narwhal Capital Management
Georgia
$6.79M -$1.18M -4,984 -15%
BIG
1190
Builder Investment Group
Georgia
$6.78M -$95K -400 -1%
CCM
1191
Chickasaw Capital Management
Tennessee
$6.77M -$85.5K -360 -1%
TCA
1192
Transcend Capital Advisors
New Jersey
$6.76M -$33.5K -141 -0.5%
BSW
1193
Buckingham Strategic Wealth
Missouri
$6.75M +$1.33M +5,605 +25%
GIM
1194
Goelzer Investment Management
Indiana
$6.75M -$195K -821 -3%
CA
1195
Cullinan Associates
Kentucky
$6.73M -$226K -950 -3%
CIG
1196
Consolidated Investment Group
Colorado
$6.72M
LSWM
1197
Lorne Steinberg Wealth Management
Canada
$6.71M -$22.6K -95 -0.3%
PA
1198
PFG Advisors
Arizona
$6.68M +$548K +2,306 +9%
FIA
1199
Foundations Investment Advisors
Arizona
$6.68M +$2.8M +11,780 +72%
P
1200
Pitcairn
Pennsylvania
$6.67M -$698K -2,938 -9%