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 %
CPRC
2126
Consolidated Portfolio Review Corp
New York
$1.39M +$3.56K +15 +0.3%
RCM
2127
Riverpark Capital Management
New York
$1.38M
VWM
2128
Vigilare Wealth Management
Arizona
$1.38M +$475 +2 +0%
CWA
2129
CM Wealth Advisors
Ohio
$1.38M -$4.27M -18,132 -76%
MA
2130
MONECO Advisors
Connecticut
$1.38M -$8.31K -35 -0.6%
HAG
2131
HF Advisory Group
Maryland
$1.37M -$42K -177 -3%
HIM
2132
Harbour Investment Management
Washington
$1.37M +$157K +660 +13%
TIA
2133
Traphagen Investment Advisors
New Jersey
$1.37M +$26.8K +113 +2%
CWM
2134
Circle Wealth Management
New Jersey
$1.37M -$5.22K -22 -0.4%
PIA
2135
Perennial Investment Advisors
California
$1.37M +$55.8K +235 +4%
AIA
2136
Alera Investment Advisors
Illinois
$1.37M +$62K +261 +5%
MMPW
2137
Mitchell McLeod Pugh & Williams
Alabama
$1.36M -$3.09K -13 -0.2%
AIC
2138
Archer Investment Corporation
Indiana
$1.36M -$9.98K -42 -0.7%
B
2139
Barings
North Carolina
$1.36M -$265K -1,115 -16%
SAM
2140
Synergy Asset Management
Washington
$1.36M -$77.2K -325 -5%
MCM
2141
Monument Capital Management
Virginia
$1.36M +$25.2K +106 +2%
OWA
2142
Opal Wealth Advisors
New York
$1.36M +$549K +2,312 +68%
BSA
2143
Braun Stacey Associates
New York
$1.35M -$1.28M -5,400 -49%
MIM
2144
Moseley Investment Management
Florida
$1.35M +$61K +257 +5%
OWA
2145
Octavia Wealth Advisors
Ohio
$1.35M -$102K -428 -7%
1WM
2146
1900 Wealth Management
Texas
$1.35M +$72K +303 +6%
WKSWA
2147
White Knight Strategic Wealth Advisors
New Jersey
$1.35M -$85K -358 -6%
CC
2148
Cadinha & Co
Hawaii
$1.34M +$13.8K +58 +1%
JCM
2149
Jacobsen Capital Management
Utah
$1.34M +$15.7K +66 +1%
GC
2150
Gilbert & Cook
Iowa
$1.34M -$77.4K -326 -5%