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 %
TFA
1401
Teamwork Financial Advisors
Texas
$4.72M -$187K -786 -4%
BKA
1402
Brick & Kyle Associates
Pennsylvania
$4.72M +$2.39K +10 +0.1%
SI
1403
Shaker Investments
Ohio
$4.68M -$930K -3,915 -17%
AC
1404
Arjuna Capital
North Carolina
$4.68M +$1.78M +7,507 +62%
WPW
1405
Waldron Private Wealth
Pennsylvania
$4.67M -$488K -2,056 -9%
ECM
1406
EagleClaw Capital Management
Massachusetts
$4.67M -$166K -700 -3%
TCA
1407
Trifecta Capital Advisors
Illinois
$4.66M +$113K +475 +2%
CI
1408
Cigna Investments
Connecticut
$4.66M -$36.8K -155 -0.8%
SBIA
1409
Sheaff Brock Investment Advisors
Indiana
$4.65M +$586K +2,468 +14%
CSA
1410
Cottage Street Advisors
Massachusetts
$4.65M -$37K -156 -0.8%
ECM
1411
Evergreen Capital Management
Washington
$4.64M -$2.2M -9,267 -32%
PVH
1412
Psagot Value Holdings
Israel
$4.63M +$134K +570 +3%
CL
1413
Choreo LLC
Illinois
$4.62M -$84.8K -357 -2%
EWM
1414
Executive Wealth Management
Michigan
$4.61M +$1.1M +4,651 +32%
HWM
1415
Hohimer Wealth Management
Washington
$4.61M -$186K -784 -4%
SAM
1416
SP Asset Management
California
$4.59M +$17.8K +75 +0.4%
BEC
1417
Blue Edge Capital
Virginia
$4.59M +$38.2K +161 +0.8%
HVP
1418
Hudson Value Partners
Florida
$4.58M +$212K +892 +5%
MM
1419
Meridian Management
Arkansas
$4.56M -$53.9K -227 -1%
LSAG
1420
Lake Street Advisors Group
New Hampshire
$4.56M +$83.6K +352 +2%
AI
1421
Atom Investors
Texas
$4.55M -$685K -2,885 -13%
CGL
1422
Clarius Group LLC
Washington
$4.55M +$57.9K +244 +1%
IRAG
1423
Investment Research & Advisory Group
Georgia
$4.54M +$7.12K +30 +0.2%
HAIM
1424
Hunter Associates Investment Management
Pennsylvania
$4.54M -$46.1K -194 -1%
BIM
1425
Baldwin Investment Management
Pennsylvania
$4.54M -$289K -1,215 -6%