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 %
SFM
1926
Systematic Financial Management
New Jersey
$1.97M
SI
1927
Scharf Investments
California
$1.97M +$115K +486 +6%
PHIMC
1928
Private Harbour Investment Management & Counsel
Ohio
$1.95M -$34.4K -145 -2%
LPT
1929
Legacy Private Trust
Wisconsin
$1.95M -$17.3K -73 -0.9%
AA
1930
AlphaQ Advisors
Florida
$1.94M +$181K +764 +10%
JA
1931
JLB & Associates
Michigan
$1.94M +$209K +881 +12%
HS
1932
HighVista Strategies
Massachusetts
$1.93M +$1.14M +4,787 +143%
MADR
1933
Milestones Administradora de Recursos
Brazil
$1.93M -$2.3M -9,665 -54%
KCM
1934
Kathmere Capital Management
Pennsylvania
$1.92M -$3.09K -13 -0.2%
WAM
1935
WealthTrust Asset Management
Florida
$1.92M -$132K -554 -6%
FPCP
1936
Fort Point Capital Partners
California
$1.91M -$18.5K -78 -1%
BLC
1937
Brown, Lisle/Cummings
Rhode Island
$1.91M +$77.2K +325 +4%
CA
1938
CoreCap Advisors
Michigan
$1.9M +$1.9M +8,014 New
MFP
1939
Meridian Financial Partners
Virginia
$1.9M -$1.68K -7 -0.1%
WIC
1940
Wilkins Investment Counsel
Massachusetts
$1.9M
PIMJS
1941
PKO Investment Management Joint-Stock
Poland
$1.9M -$1.9M -8,000 -50%
KWA
1942
Kingswood Wealth Advisors
California
$1.9M +$1.9M +7,989 New
SWM
1943
Sculati Wealth Management
Michigan
$1.89M +$66K +278 +4%
AWS
1944
AJ Wealth Strategies
New York
$1.89M +$40.6K +171 +2%
NFG
1945
Northeast Financial Group
Pennsylvania
$1.88M +$194K +818 +12%
SDWIA
1946
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.88M +$93.1K +392 +5%
XF
1947
XML Financial
Maryland
$1.88M +$90.2K +380 +5%
NAMP
1948
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.87M +$2.14K +9 +0.1%
DIM
1949
Delta Investment Management
California
$1.87M +$17.3K +73 +0.9%
VCM
1950
Virtue Capital Management
Tennessee
$1.87M -$157K -654 -8%