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 %
OL
2251
Optas LLC
Texas
$1.16M +$27.1K +114 +2%
PMA
2252
Prudent Man Advisors
Illinois
$1.16M -$11.2K -47 -1%
BEAM
2253
Baker Ellis Asset Management
Washington
$1.16M -$191K -805 -14%
BONH
2254
Bank of New Hampshire
New Hampshire
$1.15M -$36.8K -155 -3%
GC
2255
Garde Capital
Washington
$1.15M +$542K +2,282 +89%
NAS
2256
Nicolet Advisory Services
Wisconsin
$1.15M +$250K +1,047 +28%
KCM
2257
Knoll Capital Management
Florida
$1.15M
GKWIM
2258
Gerber Kawasaki Wealth & Investment Management
California
$1.15M -$106K -448 -8%
SF
2259
Slagle Financial
Illinois
$1.15M +$1.15M +4,843 New
TPWM
2260
Twelve Points Wealth Management
Massachusetts
$1.15M +$42.7K +180 +4%
FNBOH
2261
First National Bank of Hutchinson
Kansas
$1.14M +$4.28K +18 +0.4%
PWAM
2262
Pinnacle West Asset Management
Wyoming
$1.14M -$29.7K -125 -3%
FCB
2263
First County Bank
Connecticut
$1.14M +$55.8K +235 +5%
FCM
2264
Fortis Capital Management
Washington
$1.13M -$27.1K -114 -2%
GWS
2265
Glassman Wealth Services
Virginia
$1.13M -$14.2K -60 -1%
TBWA
2266
Three Bridge Wealth Advisors
California
$1.13M -$68.9K -290 -6%
VWA
2267
Visionary Wealth Advisors
Illinois
$1.13M +$10.9K +46 +1%
GWCM
2268
Godshalk Welsh Capital Management
Pennsylvania
$1.13M
ZF
2269
Zhang Financial
Michigan
$1.13M +$166K +695 +17%
AFS
2270
Aft Forsyth & Sober
Florida
$1.13M
APIM
2271
Agate Pass Investment Management
Washington
$1.12M +$68.9K +290 +7%
RBFC
2272
Roman Butler Fullerton & Co
Missouri
$1.12M -$756K -3,130 -40%
CW
2273
Channel Wealth
California
$1.12M +$114K +482 +11%
ECA
2274
Elevated Capital Advisors
Utah
$1.12M +$36.1K +152 +3%
TWA
2275
TCI Wealth Advisors
Arizona
$1.12M -$4.51K -19 -0.4%