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 %
CFM
1851
Capricorn Fund Managers
United Kingdom
$2.22M -$12.2M -51,508 -85%
SMA
1852
Sage Mountain Advisors
Georgia
$2.2M +$1.19K +5 +0.1%
RC
1853
Resonate Capital
California
$2.2M -$6.88M -28,991 -76%
CWM
1854
Compass Wealth Management
Connecticut
$2.2M -$3.56K -15 -0.2%
SMH
1855
Sanders Morris Harris
Texas
$2.19M +$1.38M +5,810 +170%
LD
1856
Lipe & Dalton
New York
$2.19M -$35.6K -150 -2%
TNAM
1857
Terra Nova Asset Management
New York
$2.18M +$57.5K +242 +3%
HCM
1858
Hall Capital Management
Rhode Island
$2.18M +$40.1K +169 +2%
BAM
1859
Byrne Asset Management
New Jersey
$2.18M -$2.37K -10 -0.1%
SHWM
1860
Silicon Hills Wealth Management
Texas
$2.17M
PFGIA
1861
Patriot Financial Group Insurance Agency
Massachusetts
$2.16M +$43.2K +182 +2%
TFP
1862
Tilia Fiduciary Partners
North Carolina
$2.16M +$63.9K +269 +3%
RWA
1863
Ropes Wealth Advisors
Massachusetts
$2.16M +$205K +864 +10%
MW
1864
Marcum Wealth
Ohio
$2.16M -$561K -2,361 -21%
MA
1865
MCF Advisors
Kentucky
$2.15M -$196K -824 -8%
GDP
1866
Great Diamond Partners
Maine
$2.15M +$206K +868 +11%
PL
1867
Perpetual Ltd
Australia
$2.15M -$3.88M -16,323 -64%
BAAM
1868
Baker Avenue Asset Management
California
$2.14M +$64.1K +270 +3%
SEC
1869
Seven Eight Capital
New York
$2.14M +$2.14M +9,012 New
CS
1870
Clear Street
New York
$2.14M +$2.14M +9,000 New
GWANC
1871
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.13M +$151K +637 +8%
VCM
1872
Vetamer Capital Management
California
$2.13M -$401K -1,687 -16%
DC
1873
DeDora Capital
California
$2.13M +$143K +603 +7%
RIA
1874
Realta Investment Advisors
Delaware
$2.11M -$25.4K -107 -1%
JWCA
1875
J.W. Coons Advisors
Ohio
$2.11M +$628K +2,645 +42%