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 %
CG
1701
Cutler Group
California
$2.92M -$1.38M -5,815 -32%
TW
1702
TrinityPoint Wealth
Connecticut
$2.91M +$63.6K +268 +2%
DSC
1703
Duncker Streett & Co
Missouri
$2.89M +$40.8K +172 +1%
AO
1704
Advisor OS
Illinois
$2.89M +$238K +1,002 +9%
DWM
1705
Darwin Wealth Management
Florida
$2.89M +$601K +2,497 +26%
BWAM
1706
Boyd Watterson Asset Management
Ohio
$2.89M -$24.7K -104 -0.8%
CB
1707
Community Bank
New York
$2.88M +$335K +1,410 +13%
AIA
1708
Armor Investment Advisors
North Carolina
$2.87M -$1.92M -8,078 -40%
TWM
1709
Tolleson Wealth Management
Texas
$2.86M +$998K +4,200 +54%
OAM
1710
Occidental Asset Management
California
$2.85M +$105K +444 +4%
CNBT
1711
Canandaigua National Bank & Trust
New York
$2.85M -$58.4K -246 -2%
WAM
1712
Watershed Asset Management
California
$2.83M
AWM
1713
Ameliora Wealth Management
Switzerland
$2.83M -$266K -1,122 -9%
CC
1714
Cypress Capital
Tennessee
$2.83M +$30.9K +130 +1%
GCM
1715
Gables Capital Management
Florida
$2.83M -$8.31K -35 -0.3%
FFM
1716
Forum Financial Management
Illinois
$2.82M -$67.7K -285 -2%
TA
1717
TFG Advisers
Michigan
$2.82M +$50.3K +212 +2%
EHWM
1718
Eads & Heald Wealth Management
Georgia
$2.81M -$136K -572 -5%
PCG
1719
Prosperity Consulting Group
Maryland
$2.81M -$111K -468 -4%
KMWM
1720
Keudell/Morrison Wealth Management
Oregon
$2.8M +$3.09K +13 +0.1%
T
1721
TCWP
Ohio
$2.79M -$207K -872 -7%
MAWCM
1722
Mine & Arao Wealth Creation & Management
California
$2.79M +$54.4K +229 +2%
CGA
1723
Channing Global Advisors
Florida
$2.78M -$37.5K -158 -1%
AIS
1724
American Investment Services
Massachusetts
$2.77M -$85.7K -361 -3%
HA
1725
Harfst & Associates
Wyoming
$2.77M +$370K +1,556 +15%