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 %
STA
1476
Summit Trail Advisors
New York
$4.18M +$1.61M +6,800 +63%
GP
1477
Greenline Partners
New York
$4.18M -$1.82M -7,647 -30%
JAG
1478
Journey Advisory Group
Kentucky
$4.18M -$299K -1,258 -7%
FCM
1479
Fairbanks Capital Management
California
$4.17M -$739K -3,110 -15%
RWA
1480
Roberts Wealth Advisors
California
$4.17M -$111K -469 -3%
VWM
1481
Venturi Wealth Management
Texas
$4.16M +$113K +475 +3%
ICG
1482
InterOcean Capital Group
Tennessee
$4.15M -$244K -1,028 -6%
FLI
1483
Family Legacy Inc
South Carolina
$4.15M -$9.5K -40 -0.2%
RCWM
1484
Royal Capital Wealth Management
Indiana
$4.14M +$6.65K +28 +0.2%
WPC
1485
White Pine Capital
Minnesota
$4.14M +$18K +76 +0.4%
GFA
1486
Gifford Fong Associates
California
$4.13M
PCM
1487
Princeton Capital Management
New Jersey
$4.12M -$109K -458 -3%
SW
1488
StrongBox Wealth
Missouri
$4.11M +$100K +423 +3%
HCM
1489
Highview Capital Management
Illinois
$4.11M +$72.2K +304 +2%
CA
1490
Cornerstone Advisory
Maryland
$4.1M -$129K -544 -3%
CFS
1491
CRA Financial Services
New Jersey
$4.1M -$10.9K -46 -0.3%
RCA
1492
Resonant Capital Advisors
Wisconsin
$4.09M -$42.7K -180 -1%
CC
1493
Codex Capital
New York
$4.09M -$1.17M -4,900 -22%
ECAM
1494
East Coast Asset Management
Massachusetts
$4.09M -$53.9K -227 -1%
ACM
1495
Alpha Capital Management
Texas
$4.07M
JIP
1496
Jaffetilchin Investment Partners
Florida
$4.06M +$277K +1,165 +7%
STAS
1497
Strong Tower Advisory Services
Minnesota
$4.06M -$5.7K -24 -0.1%
WBC
1498
West Branch Capital
Massachusetts
$4.06M +$55.3K +233 +1%
SFS
1499
Strategic Financial Services
New York
$4.05M -$78.2K -326 -2%
WR
1500
WD Rutherford
Oregon
$4.03M -$32.1K -135 -0.8%