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 %
CIP
2151
Capital Insight Partners
Arizona
$1.33M -$22.6K -95 -2%
MCM
2152
Mainstay Capital Management
Michigan
$1.33M -$5.94K -25 -0.4%
SAM
2153
Summit Asset Management
Tennessee
$1.33M
MFG
2154
Monte Financial Group
Connecticut
$1.33M +$36.8K +155 +3%
CCM
2155
Conway Capital Management
California
$1.33M
BTI
2156
Blue Trust Inc
Georgia
$1.33M -$449K -1,990 -25%
EFG
2157
Everhart Financial Group
Ohio
$1.33M +$146K +615 +12%
SAF
2158
Smith Anglin Financial
Texas
$1.33M -$156K -657 -11%
TIA
2159
Tiemann Investment Advisors
California
$1.33M -$67.7K -285 -5%
KA
2160
Kozak & Associates
Colorado
$1.33M +$1.43K +6 +0.1%
WA
2161
WBH Advisory
Maryland
$1.32M -$101K -424 -7%
AC
2162
Allstate Corporation
Illinois
$1.32M -$1.43K -6 -0.1%
LA
2163
Lindenwold Advisors
Pennsylvania
$1.32M -$39.7K -167 -3%
CC
2164
Copperleaf Capital
North Carolina
$1.32M -$164K -691 -11%
HG
2165
Herbst Group
Connecticut
$1.32M
IIC
2166
Ironwood Investment Counsel
Arizona
$1.31M -$65.8K -277 -5%
GAB
2167
German American Bancorp
Indiana
$1.31M -$475 -2 -0%
BAM
2168
Berkshire Asset Management
Pennsylvania
$1.31M -$126K -532 -9%
QWM
2169
QP Wealth Management
New Jersey
$1.3M -$111K -469 -8%
CFP
2170
Catalyst Financial Partners
Massachusetts
$1.3M +$208K +876 +19%
DF
2171
Donoghue Forlines
Massachusetts
$1.3M +$1.3M +5,463 New
BFA
2172
Bill Few Associates
Pennsylvania
$1.3M
CG
2173
Corundum Group
Colorado
$1.3M -$741K -3,121 -36%
XWM
2174
Xcel Wealth Management
Florida
$1.29M -$4.75K -20 -0.4%
DWM
2175
Drive Wealth Management
Utah
$1.29M +$1.9K +8 +0.1%