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 %
EWA
1726
EverSource Wealth Advisors
Alabama
$2.75M +$176K +743 +7%
VIA
1727
Vickerman Investment Advisors
Washington
$2.75M +$2.75M +11,565 New
EBT
1728
Enterprise Bank & Trust
Massachusetts
$2.75M +$102K +429 +4%
SIM
1729
Sentry Investment Management
Wisconsin
$2.74M -$495K -2,086 -15%
LFP
1730
Leeward Financial Partners
Washington
$2.73M +$13.3K +56 +0.5%
SFP
1731
Sweet Financial Partners
Minnesota
$2.73M +$474K +1,996 +21%
TC
1732
Tsai Capital
New York
$2.73M +$2.73M +11,493 New
WAP
1733
Wealthcare Advisory Partners
Pennsylvania
$2.72M -$156K -657 -5%
KTM
1734
Keeler Thomas Management
Utah
$2.71M +$353K +1,485 +15%
AWM
1735
Avior Wealth Management
Nebraska
$2.7M -$11.2K -47 -0.4%
SIC
1736
Sterling Investment Counsel
New York
$2.69M +$4.99K +21 +0.2%
GSEP
1737
Golden State Equity Partners
California
$2.69M +$1.57M +6,627 +141%
FFS
1738
Founders Financial Securities
Maryland
$2.68M +$146K +614 +6%
WPC
1739
Wedmont Private Capital
Pennsylvania
$2.68M +$242K +994 +10%
MBT
1740
Montecito Bank & Trust
California
$2.67M +$3.56K +15 +0.1%
PH
1741
Pinnacle Holdings
Oklahoma
$2.67M -$16.9K -71 -0.6%
SIA
1742
Strategic Investment Advisors
Michigan
$2.67M +$1.31M +5,505 +96%
LAM
1743
Lynch Asset Management
Pennsylvania
$2.66M
EWM
1744
Evermay Wealth Management
Virginia
$2.66M -$36.3K -153 -1%
SPFA
1745
Summit Place Financial Advisors
New Jersey
$2.66M -$70.8K -298 -3%
MCA
1746
Martin Capital Advisors
Texas
$2.65M +$22.6K +95 +0.9%
SHFP
1747
Second Half Financial Partners
Florida
$2.65M +$2.65M +11,157 New
BCP
1748
Blackhawk Capital Partners
Wisconsin
$2.65M -$29.4K -124 -1%
MSA
1749
McAlister Sweet & Associates
Texas
$2.63M +$2.35M +9,893 +824%
CWM
1750
Cordatus Wealth Management
Pennsylvania
$2.63M +$1.75M +7,370 +198%