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 %
EHC
1526
Everett Harris & Co
California
$3.91M +$33.5K +141 +0.9%
HBT
1527
Hills Bank & Trust
Iowa
$3.91M -$98.6K -415 -2%
NFC
1528
Northeast Financial Consultants
Connecticut
$3.9M -$2.54M -10,676 -39%
WGCA
1529
Wolf Group Capital Advisors
Virginia
$3.9M -$165K -728 -4%
CWM
1530
Centric Wealth Management
Illinois
$3.89M +$27.9K +117 +0.7%
PBT
1531
Pictet Bank & Trust
Bahamas
$3.89M -$116K -490 -3%
ISWM
1532
Independent Solutions Wealth Management
New York
$3.89M +$526K +2,217 +16%
CDH
1533
Charles D. Hyman
$3.88M
CIA
1534
Choate Investment Advisors
Massachusetts
$3.88M +$890K +3,748 +30%
CB
1535
Cadence Bank
Mississippi
$3.86M +$7.12K +30 +0.2%
WP
1536
WealthSource Partners
California
$3.86M +$1.18M +4,961 +44%
IBOK
1537
Independence Bank of Kentucky
Kentucky
$3.85M -$93.8K -395 -2%
ECG
1538
Edge Capital Group
Georgia
$3.83M -$214K -901 -5%
ETCM
1539
Evolutionary Tree Capital Management
Virginia
$3.82M +$25.9K +109 +0.7%
FSC
1540
Full Sail Capital
Oklahoma
$3.82M -$27.1K -114 -0.7%
OPW
1541
Oxler Private Wealth
New York
$3.82M -$88.6K -373 -2%
CCG
1542
Cloverfields Capital Group
Minnesota
$3.81M +$243K +1,023 +7%
ANTB
1543
AMG National Trust Bank
Colorado
$3.81M -$145K -612 -4%
WCM
1544
Wunderlich Capital Managemnt
Tennessee
$3.81M -$11.4K -48 -0.3%
IIA
1545
ICW Investment Advisors
Arizona
$3.81M +$2.38K +10 +0.1%
IAIM
1546
International Assets Investment Management
Florida
$3.8M +$3.8M +24,949 New
HFM
1547
Hartford Financial Management
Connecticut
$3.79M -$467K -1,965 -11%
SLWA
1548
San Luis Wealth Advisors
California
$3.78M -$593K -2,496 -14%
JFGIW
1549
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.78M +$1.25M +5,276 +50%
NAM
1550
NTV Asset Management
West Virginia
$3.77M -$35.4K -149 -0.9%