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 %
EWM
1201
Empirical Wealth Management
Washington
$6.67M -$275K -1,160 -4%
SSA
1202
Schonfeld Strategic Advisors
New York
$6.67M -$139M -585,391 -95%
EA
1203
Ellsworth Advisors
Ohio
$6.65M -$261K -1,100 -4%
CT
1204
Colonial Trust
South Carolina
$6.65M +$109K +461 +2%
LWMM
1205
Legacy Wealth Management (Mississippi)
Mississippi
$6.65M -$10.2K -43 -0.2%
CCA
1206
Covey Capital Advisors
Georgia
$6.64M
BA
1207
Bristlecone Advisors
Washington
$6.64M -$220K -928 -3%
ACS
1208
Archford Capital Strategies
Illinois
$6.63M -$146K -608 -2%
CHC
1209
City Holding Co
West Virginia
$6.61M -$101K -425 -2%
TW
1210
Transform Wealth
Colorado
$6.6M -$38.9K -164 -0.6%
SCM
1211
Sitrin Capital Management
California
$6.59M -$1.05M -4,416 -14%
TH
1212
TCTC Holdings
Texas
$6.55M +$364K +1,531 +6%
GEA
1213
Glen Eagle Advisors
New Jersey
$6.51M +$130K +546 +2%
IB
1214
Iyo Bank
Japan
$6.5M
ECML
1215
Eagle Capital Management (Louisiana)
Louisiana
$6.48M -$6.41K -27 -0.1%
AWA
1216
Aaron Wealth Advisors
Illinois
$6.48M +$57.9K +244 +0.9%
JAM
1217
JCIC Asset Management
Ontario, Canada
$6.45M -$235K -990 -4%
FFWA
1218
FRG Family Wealth Advisors
Washington
$6.44M -$41.6K -175 -0.6%
GW
1219
GW & Wade
Massachusetts
$6.43M -$157K -662 -2%
FHB
1220
First Hawaiian Bank
Hawaii
$6.43M +$43.5K +183 +0.7%
CWM
1221
CMH Wealth Management
New Hampshire
$6.4M +$99.3K +418 +2%
MIC
1222
Means Investment Company
Maine
$6.4M +$37.8K +159 +0.6%
HW
1223
Hedeker Wealth
Illinois
$6.39M -$73.4K -309 -1%
SFS
1224
Sowell Financial Services
Arkansas
$6.39M +$1.05M +4,417 +20%
HR
1225
Howe & Rusling
New York
$6.38M -$350K -1,475 -5%