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 %
KWM
1426
Keebeck Wealth Management
Illinois
$4.52M +$566K +2,383 +14%
CT
1427
Chicago Trust
Illinois
$4.52M +$262K +1,103 +6%
LMKC
1428
L.M. Kohn & Company
Ohio
$4.51M +$61.3K +258 +1%
M1FG
1429
Mach-1 Financial Group
Arkansas
$4.51M +$4.43M +18,636 +5,514%
TL
1430
Tradewinds LLC
North Carolina
$4.5M +$152K +639 +3%
ACM
1431
Aljian Capital Management
Nevada
$4.5M -$45.4K -191 -1%
BST
1432
Bath Savings Trust
Maine
$4.49M +$73.6K +310 +2%
WAS
1433
Wealth Advisory Solutions
Indiana
$4.48M -$51.5K -217 -1%
TAM
1434
Trust Asset Management
Texas
$4.46M
CAM
1435
Centre Asset Management
New York
$4.45M +$117K +493 +3%
ADIM
1436
Alpha DNA Investment Management
Maryland
$4.45M +$378K +1,590 +9%
CIM
1437
Corbyn Investment Management
Maryland
$4.45M -$1.5M -6,314 -25%
PWS
1438
Peterson Wealth Services
Utah
$4.45M +$177K +747 +4%
AP
1439
Americana Partners
Texas
$4.45M -$269K -1,132 -6%
CAC
1440
Core Alternative Capital
Georgia
$4.45M +$455K +1,917 +11%
SF
1441
Summit Financial
New Jersey
$4.44M +$2.14M +9,018 +93%
WDA
1442
Wendell David Associates
New Hampshire
$4.44M +$6.65K +28 +0.2%
PFS
1443
Physicians Financial Services
North Carolina
$4.44M
DBT
1444
Dubuque Bank & Trust
Iowa
$4.43M -$24.2K -102 -0.5%
VIP
1445
Vantage Investment Partners
Missouri
$4.41M +$1.32M +5,566 +43%
ISB
1446
Iowa State Bank
Iowa
$4.38M -$173K -727 -4%
FHA
1447
First Horizon Advisors
Tennessee
$4.38M -$176K -743 -4%
LC
1448
Legacy CG
Texas
$4.37M +$124K +521 +3%
IAS
1449
Insigneo Advisory Services
Florida
$4.37M +$1.82M +7,653 +71%
MLIC
1450
Mandatum Life Insurance Company
Finland
$4.36M