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 %
IC
2026
Inscription Capital
Texas
$1.61M -$393K -1,655 -20%
OCA
2027
Otter Creek Advisors
Florida
$1.6M -$1.39M -5,867 -47%
DA
2028
DCM Advisors
New York
$1.59M +$510K +2,147 +47%
CWM
2029
Connecticut Wealth Management
Connecticut
$1.59M +$618K +2,601 +64%
SHFA
2030
SC&H Financial Advisors
Maryland
$1.59M +$100K +421 +7%
NPA
2031
Nichols & Pratt Advisers
Massachusetts
$1.59M +$730K +3,075 +85%
OL
2032
Owen LaRue
Kentucky
$1.59M +$1.59M +6,675 New
KFS
2033
Kurt F. Somerville
$1.59M -$11.9K -50 -0.7%
BA
2034
Ballast Advisors
Minnesota
$1.59M +$114K +479 +8%
MFC
2035
Mechanics Financial Corp
Ohio
$1.59M +$261K +1,101 +20%
LWA
2036
Lineweaver Wealth Advisors
Ohio
$1.58M +$1.43K +6 +0.1%
FFA
2037
Founders Financial Alliance
North Carolina
$1.58M +$376K +1,584 +31%
MFFIA
2038
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.58M
FWA
2039
FOCUS Wealth Advisors
Texas
$1.58M -$117K -491 -7%
BCA
2040
Bay Colony Advisors
Massachusetts
$1.58M +$48.2K +203 +3%
FMWA
2041
Forvis Mazars Wealth Advisors
Missouri
$1.58M +$130K +549 +9%
CAM
2042
Covenant Asset Management
New Jersey
$1.57M -$11.2K -47 -0.7%
AGC
2043
Aspen Grove Capital
Colorado
$1.57M +$245K +1,033 +18%
CGFA
2044
Colton Groome Financial Advisors
North Carolina
$1.57M +$213K +898 +16%
DCM
2045
Davidson Capital Management
Texas
$1.57M +$29K +122 +2%
SFP
2046
Sandbox Financial Partners
Maryland
$1.56M -$5.94K -25 -0.4%
ARMT
2047
Amica Retiree Medical Trust
Rhode Island
$1.56M -$99.3K -418 -6%
CP
2048
Covenant Partners
Tennessee
$1.56M +$30.9K +130 +2%
AIM
2049
Aspen Investment Management
Michigan
$1.55M +$18K +76 +1%
9WM
2050
9258 Wealth Management
Ohio
$1.54M +$211K +887 +16%