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 %
LFM
1326
LGT Fund Management
Liechtenstein
$5.36M +$997K +4,200 +23%
LCM
1327
Legato Capital Management
California
$5.31M +$86K +362 +2%
SWM
1328
Sendero Wealth Management
Texas
$5.31M +$395K +1,664 +8%
PWM
1329
Purus Wealth Management
California
$5.31M +$3.09K +13 +0.1%
PGAM
1330
Princeton Global Asset Management
New Jersey
$5.3M -$459K -1,934 -8%
BDA
1331
Borer Denton & Associates
Pennsylvania
$5.3M
SIA
1332
SkyView Investment Advisors
New Jersey
$5.29M +$2.32M +9,801 +78%
PIA
1333
Petredis Investment Advisors
Pennsylvania
$5.26M -$1.45M -6,098 -22%
LSA
1334
L & S Advisors
California
$5.25M -$1.75M -7,375 -25%
HAS
1335
HBW Advisory Services
California
$5.23M +$140K +589 +3%
SCM
1336
Spring Capital Management
Texas
$5.22M -$158K -665 -3%
TFS
1337
Thoroughbred Financial Services
Tennessee
$5.22M -$13.5K -57 -0.3%
DWM
1338
Dorchester Wealth Management
Quebec, Canada
$5.21M -$156K -655 -3%
HI
1339
Horizon Investments
North Carolina
$5.21M -$3.23M -13,611 -38%
RCM
1340
RB Capital Management
Nevada
$5.2M +$75K +316 +1%
HIC
1341
Hartline Investment Corp
Illinois
$5.2M
AUB
1342
Atlantic Union Bankshares
Virginia
$5.2M -$314K -1,323 -6%
GWM
1343
GDS Wealth Management
Texas
$5.19M +$303K +1,278 +6%
BRC
1344
Bishop Rock Capital
New York
$5.19M +$102K +431 +2%
KP
1345
Keel Point
Alabama
$5.17M -$335K -1,411 -6%
HWA
1346
Heritage Wealth Advisors
Virginia
$5.15M -$12.6K -53 -0.2%
HKIM
1347
Hayek Kallen Investment Management
Alabama
$5.15M +$150K +632 +3%
LA
1348
LVW Advisors
New York
$5.15M -$523K -2,201 -9%
WAM
1349
Wolverine Asset Management
Illinois
$5.14M -$12.7M -53,296 -71%
SIAP
1350
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.12M -$119K -503 -2%