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 %
SFG
2001
Snider Financial Group
Washington
$1.72M +$259K +1,089 +18%
CC
2002
Constitution Capital
Connecticut
$1.71M -$61.7K -260 -3%
SFWC
2003
Strategic Family Wealth Counselors
New Jersey
$1.71M
MSFS
2004
Main Street Financial Solutions
Pennsylvania
$1.7M +$94.8K +399 +6%
SOAMC
2005
Spirit of America Management Corp
New York
$1.7M
SIA
2006
Schear Investment Advisers
Ohio
$1.69M +$173K +729 +11%
HAI
2007
Hennessy Advisors Inc
California
$1.69M -$74.1K -312 -4%
SG
2008
StoneX Group
New York
$1.68M +$9.03K +38 +0.5%
CC
2009
Cipher Capital
New York
$1.67M +$1.67M +7,051 New
SAM
2010
Secure Asset Management
Michigan
$1.67M -$8.79K -37 -0.5%
CSI
2011
Cross Staff Investments
New York
$1.67M -$69.1K -291 -4%
CFG
2012
Cooper Financial Group
California
$1.67M +$108K +456 +7%
AC
2013
Aristides Capital
Kentucky
$1.66M
LWM
2014
Lodestone Wealth Management
Washington
$1.66M -$66K -278 -4%
TA
2015
Townsend & Associates
Colorado
$1.66M -$130K -545 -7%
BOC
2016
Barbara Oil Co
Illinois
$1.65M
AWG
2017
Altus Wealth Group
Colorado
$1.65M -$23.5K -99 -1%
HIC
2018
Holderness Investments Company
North Carolina
$1.65M +$112K +470 +7%
JIC
2019
Joel Isaacson & Co
New York
$1.64M
WC
2020
Waterloo Capital
Texas
$1.64M +$55.1K +232 +3%
ZIG
2021
Zullo Investment Group
Pennsylvania
$1.63M +$11.9K +50 +0.7%
CPC
2022
Consolidated Planning Corp
Georgia
$1.63M +$371K +1,557 +29%
WWM
2023
WT Wealth Management
Arizona
$1.63M -$303K -1,275 -16%
PSB
2024
Piscataqua Savings Bank
New Hampshire
$1.62M -$30.4K -128 -2%
IFS
2025
Intelligent Financial Strategies
Minnesota
$1.62M +$237 +1 +0%