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 %
AWM
1376
Avitas Wealth Management
California
$4.89M +$712 +3 +0%
KCPG
1377
Kavar Capital Partners Group
Kansas
$4.88M -$601K -2,529 -11%
WEG
1378
World Equity Group
Illinois
$4.88M -$1.84B -7,731,520 -100%
WSTAM
1379
Wilbanks Smith & Thomas Asset Management
Virginia
$4.86M -$315K -1,326 -6%
UCMOK
1380
United Capital Management of KS
Kansas
$4.85M +$20.2K +85 +0.4%
Empower Advisory Group
1381
Empower Advisory Group
Colorado
$4.85M +$61.5K +259 +1%
CAM
1382
Carret Asset Management
New York
$4.85M -$337K -1,418 -6%
FSA
1383
Fort Sheridan Advisors
Illinois
$4.84M -$14.2K -60 -0.3%
CIP
1384
Chartwell Investment Partners
Pennsylvania
$4.82M +$517K +2,176 +12%
BFA
1385
Benedict Financial Advisors
Georgia
$4.81M -$237 -1 -0%
PP
1386
Pacifica Partners
Canada
$4.8M +$457K +1,908 +11%
MWM
1387
Madison Wealth Management
Ohio
$4.79M +$60.1K +253 +1%
JRP
1388
Jasper Ridge Partners
California
$4.79M
RMCM
1389
Reynders McVeigh Capital Management
Massachusetts
$4.79M +$62K +261 +1%
GPTE
1390
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.78M
FNBOMD
1391
First National Bank of Mount Dora
Florida
$4.77M -$152K -641 -3%
SWA
1392
SFMG Wealth Advisors
Texas
$4.76M +$98.1K +413 +2%
EW
1393
Evoke Wealth
California
$4.76M -$70.8M -298,269 -94%
ECM
1394
Exchange Capital Management
Michigan
$4.75M -$141K -595 -3%
DS
1395
DRW Securities
Illinois
$4.75M +$3.51M +14,775 +283%
SVWAG
1396
Sound View Wealth Advisors Group
Georgia
$4.75M +$14K +59 +0.3%
GCM
1397
Glynn Capital Management
California
$4.75M
FMN
1398
Financial Management Network
California
$4.74M
CW
1399
CreativeOne Wealth
Kansas
$4.74M +$818K +3,444 +21%
MAS
1400
Meeder Advisory Services
Ohio
$4.73M -$75.3K -317 -2%