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 %
TNA
2226
True North Advisors
Texas
$1.19M +$441K +1,857 +59%
WLPWM
2227
Walled Lake Planning & Wealth Management
Illinois
$1.19M +$1.66K +7 +0.1%
DIP
2228
DT Investment Partners
Pennsylvania
$1.19M
WE
2229
Wealth Effects
Massachusetts
$1.19M +$4.75K +20 +0.4%
DOA
2230
D'Orazio & Associates
Virginia
$1.19M -$190K -799 -14%
PIC
2231
PCJ Investment Counsel
Ontario, Canada
$1.19M -$867K -3,650 -42%
BRCM
2232
Bright Rock Capital Management
Massachusetts
$1.19M +$1.19M +5,000 New
LCM
2233
Lynwood Capital Management
Ontario, Canada
$1.19M +$1.19M +5,000 New
CSIC
2234
Clifford Swan Investment Counsel
California
$1.19M +$73.6K +310 +7%
EFH
2235
Eaton Financial Holdings
Florida
$1.19M
BCM
2236
BlueCrest Capital Management
Jersey
$1.19M +$1.19M +4,995 New
BFO
2237
Biltmore Family Office
North Carolina
$1.18M -$832K -3,503 -41%
NB
2238
Nicolet Bankshares
Wisconsin
$1.18M -$40.8K -172 -3%
BWP
2239
BSW Wealth Partners
Colorado
$1.18M -$10.7K -45 -0.9%
RCIM
2240
Red Cedar Investment Management
Michigan
$1.18M +$1.18M +4,971 New
RPWA
2241
Regent Peak Wealth Advisors
Georgia
$1.18M -$18K -76 -2%
PWSG
2242
Pacific Wealth Strategies Group
California
$1.18M +$41.1K +173 +4%
FIM
2243
Freedom Investment Management
Connecticut
$1.18M +$407K +1,715 +53%
AIM
2244
Alhambra Investment Management
Florida
$1.17M -$25.4K -107 -2%
WIA
2245
Westbourne Investment Advisors
Maryland
$1.17M -$76K -320 -6%
CWP
2246
Concord Wealth Partners
Virginia
$1.17M +$390K +1,642 +50%
PAG
2247
Private Advisory Group
Washington
$1.17M -$947K -3,986 -45%
TNBTD
2248
Trustmark National Bank Trust Department
Mississippi
$1.16M -$970K -4,086 -45%
LOIP
2249
Live Oak Investment Partners
Texas
$1.16M -$1.08M
CCMW
2250
Cypress Capital Management (Wyoming)
Wyoming
$1.16M -$18.3K -77 -2%