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 %
SW
1226
SlateStone Wealth
Florida
$6.35M +$461K +1,942 +8%
SC
1227
Settian Capital
New York
$6.34M
HIP
1228
HUB Investment Partners
Texas
$6.34M +$268K +1,128 +4%
MKA
1229
M. Kulyk & Associates
Georgia
$6.34M -$39.9K -168 -0.6%
DFA
1230
Delta Financial Advisors
Louisiana
$6.32M -$39.7K -167 -0.6%
DI
1231
DFPG Investments
Utah
$6.31M +$331K +1,373 +6%
TIP
1232
Torray Investment Partners
Maryland
$6.31M -$127K -533 -2%
CCM
1233
Condor Capital Management
New Jersey
$6.3M -$25.6K -108 -0.4%
GRP
1234
Global Retirement Partners
California
$6.3M +$2.22M +9,354 +54%
ERIC
1235
Eagle Rock Investment Company
Georgia
$6.3M +$3.76M +15,395 +148%
IIM
1236
Ipswich Investment Management
Massachusetts
$6.28M -$116K -490 -2%
MA
1237
Mezzasalma Advisors
New Jersey
$6.26M +$376K +1,585 +6%
DI
1238
Diligent Investors
California
$6.23M -$53K -223 -0.8%
DJSG
1239
D.J. St. Germain
Massachusetts
$6.23M +$6.23M +26,220 New
CCT
1240
Capital City Trust
Florida
$6.21M -$192K -808 -3%
ADL
1241
Asset Dedication LLC
California
$6.17M +$154K +650 +3%
MWM
1242
Meridian Wealth Management
Kentucky
$6.15M +$1.58M +6,666 +35%
NCM
1243
Nelson Capital Management
California
$6.14M -$102K -431 -2%
ISL
1244
Ingalls & Snyder LLC
New York
$6.14M -$112K -473 -2%
JC
1245
JB Capital
Connecticut
$6.14M -$282K -1,187 -4%
CW
1246
Connectus Wealth
Ohio
$6.13M -$143K -773 -2%
CHAM
1247
Clear Harbor Asset Management
Connecticut
$6.1M +$2.45M +10,300 +67%
PCP
1248
Proficio Capital Partners
Massachusetts
$6.09M -$90.2K -380 -1%
HSA
1249
HBK Sorce Advisory
Pennsylvania
$6.08M -$415K -1,748 -6%
HCM
1250
Harvey Capital Management
Florida
$6.07M -$120K -505 -2%