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 %
SQA
2276
Simon Quick Advisors
New Jersey
$1.12M +$231K +973 +26%
SPA
2277
Sherbrooke Park Advisers
New York
$1.12M +$1.12M +4,700 New
RGC
2278
Roberts, Glore & Co
Illinois
$1.11M -$22.6K -95 -2%
CA
2279
Centerpoint Advisors
Massachusetts
$1.11M -$13.1K -55 -1%
OWA
2280
Outlook Wealth Advisors
Texas
$1.11M +$83.6K +352 +8%
PWM
2281
Palumbo Wealth Management
New York
$1.1M +$238K +1,003 +28%
MPW
2282
Monterey Private Wealth
California
$1.1M +$165K +695 +18%
FPA
2283
First Pacific Advisors
California
$1.1M
TC
2284
Trust Company
Kansas
$1.1M -$866K -3,647 -44%
SAM
2285
Satovsky Asset Management
New York
$1.1M +$2.14K +9 +0.2%
PSP
2286
Pacific Sage Partners
Washington
$1.1M +$237 +1 +0%
QCM
2287
Qsemble Capital Management
New York
$1.09M -$665K -2,800 -38%
HCM
2288
Horiko Capital Management
New York
$1.09M
MSS
2289
Mitchell Sinkler & Starr
Pennsylvania
$1.09M +$28.5K +120 +3%
KFGK
2290
Keystone Financial Group (Kentucky)
Kentucky
$1.09M +$1.09M +4,592 New
BOM
2291
Bank of Marin
California
$1.09M -$54.6K -230 -5%
CIM
2292
Corda Investment Management
Texas
$1.09M +$33.7K +142 +3%
CFO
2293
CVA Family Office
Colorado
$1.09M +$191K +803 +21%
CCA
2294
Cora Capital Advisors
New Jersey
$1.08M -$28.3K -119 -3%
AGAM
2295
Audent Global Asset Management
California
$1.08M -$889K -3,743 -45%
CG
2296
Carmignac Gestion
France
$1.08M -$433K -1,825 -29%
EFL
2297
ERn Financial LLC
Wisconsin
$1.08M +$16.9K +71 +2%
RFA
2298
Resurgent Financial Advisors
Georgia
$1.07M -$24.9K -105 -2%
MFG
2299
Menard Financial Group
Texas
$1.07M -$14.2K -60 -1%
TA
2300
TFB Advisors
Kansas
$1.07M +$646K +2,721 +152%