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 %
GWM
1976
Gray Wealth Management
Maine
$1.78M +$62.7K +264 +4%
FFA
1977
Farther Finance Advisors
California
$1.78M +$712K +2,997 +67%
MW
1978
MBL Wealth
North Carolina
$1.77M +$15.4K +65 +0.9%
EP
1979
Eudaimonia Partners
Tennessee
$1.77M +$17.3K +73 +1%
JSL
1980
JT Stratford LLC
Georgia
$1.77M +$557K +2,345 +46%
RP
1981
Rice Partnership
Hawaii
$1.77M -$1M -4,220 -36%
SCM
1982
Spreng Capital Management
Ohio
$1.77M -$22.6K -95 -1%
EGA
1983
E&G Advisors
Texas
$1.77M -$11.9K -50 -0.7%
CASB
1984
Cape Ann Savings Bank
Massachusetts
$1.77M +$11.9K +50 +0.7%
CB
1985
CNB Bank
Pennsylvania
$1.76M +$60.1K +253 +4%
MFS
1986
Mirabella Financial Services
United Kingdom
$1.76M +$1.11M +4,690 +172%
PPWM
1987
Paragon Private Wealth Management
Kentucky
$1.76M -$33K -139 -2%
AA
1988
Argent Advisors
Louisiana
$1.75M -$21.8K -92 -1%
P
1989
&Partners
Tennessee
$1.75M -$32.8K -138 -2%
RA
1990
Rational Advisors
New York
$1.75M -$82.6K -348 -5%
GCMG
1991
Gyroscope Capital Management Group
Florida
$1.75M +$1.08M +4,560 +163%
PBC
1992
Pavion Blue Capital
California
$1.74M -$8.07K -34 -0.5%
SSW
1993
Stone Summit Wealth
Florida
$1.74M -$40.1K -169 -2%
CIG
1994
Cascade Investment Group
Colorado
$1.73M +$57.7K +243 +3%
VPI
1995
Value Partners Investments
Manitoba, Canada
$1.73M +$54.9K +231 +3%
LT
1996
Lindsell Train
United Kingdom
$1.73M +$119K +500 +7%
CPC
1997
Congress Park Capital
New York
$1.73M -$119K -500 -6%
NW
1998
Naviter Wealth
Arkansas
$1.72M +$259K +1,090 +18%
FFA
1999
Fortune Financial Advisors
Kansas
$1.72M +$1.72M +7,241 New
GC
2000
Guardian Capital
Ontario, Canada
$1.72M -$4.42M -18,597 -72%