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 %
CCM
1876
Cox Capital Management
Massachusetts
$2.11M -$29K -122 -1%
C
1877
Certuity
Florida
$2.11M +$458K +1,929 +28%
CCIA
1878
Campbell & Co Investment Adviser
Maryland
$2.11M +$2.11M +8,868 New
ITIM
1879
Indiana Trust & Investment Management
Indiana
$2.1M +$16.6K +70 +0.8%
TWI
1880
Thomas White International
Illinois
$2.1M
OIS
1881
Okabena Investment Services
Minnesota
$2.1M -$150K -631 -7%
AW
1882
Alaethes Wealth
Nevada
$2.09M +$79.1K +333 +4%
SW
1883
SkyOak Wealth
Michigan
$2.09M -$23.7K -100 -1%
FWP
1884
FAS Wealth Partners
Kansas
$2.09M +$229K +965 +12%
CA
1885
Callahan Advisors
Texas
$2.09M +$6.17K +26 +0.3%
MSFP
1886
Mark Sheptoff Financial Planning
Connecticut
$2.09M -$47.5K -200 -2%
WB
1887
WesBanco Bank
West Virginia
$2.08M -$16.6K -70 -0.8%
NP
1888
NorthRock Partners
Minnesota
$2.08M -$120K -504 -5%
EL
1889
EMFO LLC
Florida
$2.08M
IP
1890
Intellectus Partners
California
$2.07M -$59.4K -250 -3%
RPCONE
1891
Retirement Planning Company of New England
Rhode Island
$2.06M -$89.5K -377 -4%
AAS
1892
Ameritas Advisory Services
Nebraska
$2.06M -$2.78M -11,770 -57%
PW
1893
Peninsula Wealth
California
$2.06M +$29.9K +126 +1%
SAI
1894
Systematic Alpha Investments
New Jersey
$2.06M
CF
1895
Centaurus Financial
California
$2.06M -$2.41M -10,135 -54%
GFP
1896
Gryphon Financial Partners
Ohio
$2.06M -$26.6K -112 -1%
AC
1897
Avestar Capital
New York
$2.05M +$111K +466 +6%
HGCK
1898
HPC Germany & Co KG
Germany
$2.05M
AWE
1899
Avidian Wealth Enterprises
Texas
$2.05M -$1.06M -4,452 -34%
DRS
1900
Deane Retirement Strategies
Louisiana
$2.05M +$26.1K +110 +1%