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 %
ST
1626
Sabal Trust
Florida
$3.25M +$3.02M +12,712 +1,283%
CAC
1627
Certified Advisory Corp
Florida
$3.25M +$68.2K +287 +2%
AA
1628
Auxano Advisors
Washington
$3.25M
AIM
1629
AMI Investment Management
Indiana
$3.25M -$19.2K -81 -0.6%
NHT
1630
New Hampshire Trust
New Hampshire
$3.25M -$66.5K -280 -2%
IFWM
1631
Institute for Wealth Management
Colorado
$3.24M -$5.94K -25 -0.2%
CIAS
1632
Capital Investment Advisory Services
North Carolina
$3.24M +$111K +467 +4%
RBA
1633
Richard Bernstein Advisors
New York
$3.24M -$6.47M -27,243 -67%
SC
1634
Solstein Capital
California
$3.24M +$3.56K +15 +0.1%
PPC
1635
Park Place Capital
Alabama
$3.24M -$8.79K -37 -0.3%
MF
1636
Manchester Financial
California
$3.23M -$40.4K -170 -1%
BFG
1637
Beacon Financial Group
Texas
$3.23M -$60.2K -257 -2%
GCGDR
1638
Genoa Capital Gestora de Recursos
$3.23M +$3.23M +13,584 New
BHWM
1639
Bar Harbor Wealth Management
New Hampshire
$3.22M -$88.1K -371 -3%
MFG
1640
Magnus Financial Group
New York
$3.22M +$96.2K +405 +3%
WSC
1641
Wellington Shields & Co
New York
$3.22M +$190K +799 +6%
AWM
1642
Aries Wealth Management
Maine
$3.22M -$3.8K -16 -0.1%
SCC
1643
Steel Canyon Capital
Arizona
$3.22M +$362K +1,526 +13%
AGA
1644
Accuvest Global Advisors
Utah
$3.22M -$58.4K -246 -2%
LC
1645
Lindbrook Capital
California
$3.21M +$1.06M +4,478 +50%
JFL
1646
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.19M -$32.1K -135 -1%
BMCM
1647
Bryn Mawr Capital Management
Pennsylvania
$3.19M -$249K -1,047 -7%
TCOK
1648
Trust Company of Kansas
Kansas
$3.19M +$294K +1,240 +10%
WP
1649
WealthShield Partners
North Carolina
$3.18M +$402K +1,692 +14%
TWM
1650
TriaGen Wealth Management
California
$3.18M +$3.18M +13,396 New