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 %
LP
2326
LGL Partners
Pennsylvania
$1.04M
NERM
2327
New England Research & Management
Illinois
$1.04M +$1.04M +4,375 New
WCWM
2328
Willow Creek Wealth Management
California
$1.04M +$8.31K +35 +0.8%
KA
2329
KLCM Advisors
Wisconsin
$1.04M +$40.4K +170 +4%
BCM
2330
Blume Capital Management
California
$1.04M +$8.55K +36 +0.8%
SAM
2331
Strategy Asset Managers
California
$1.04M +$87.4K +368 +9%
WMP
2332
Wealth Management Partners
Arizona
$1.04M
SJIM
2333
St. Johns Investment Management
Florida
$1.04M +$38.9K +164 +4%
PCFFS
2334
Pacific Center for Financial Services
California
$1.04M +$472K +1,988 +84%
WFI
2335
West Family Investments
California
$1.03M +$162K +684 +19%
APW
2336
Austin Private Wealth
Texas
$1.03M +$23.3K +98 +2%
HKAM
2337
Horizon Kinetics Asset Management
New York
$1.03M
WCA
2338
Westover Capital Advisors
Delaware
$1.03M +$535K +2,254 +108%
CAM
2339
Cozad Asset Management
Illinois
$1.03M
OFG
2340
Oxford Financial Group
Indiana
$1.03M +$471K +1,983 +85%
CBFP
2341
Cedar Brook Financial Partners
Ohio
$1.02M -$5.7K -24 -0.6%
CF
2342
Copperwynd Financial
Arizona
$1.02M +$2.38K +10 +0.2%
IIA
2343
IPG Investment Advisors
California
$1.02M +$16.1K +68 +2%
PIA
2344
Pinion Investment Advisors
Kansas
$1.02M +$267K +1,124 +35%
AA
2345
Alta Advisers
United Kingdom
$1.02M
BCM
2346
Bayesian Capital Management
New York
$1.02M +$1.02M +4,300 New
AA
2347
Aire Advisors
California
$1.02M +$14.7K +62 +1%
GAM
2348
Gemmer Asset Management
California
$1.02M +$44.7K +188 +5%
VIM
2349
VELA Investment Management
Ohio
$1.02M
DACS
2350
Dymon Asia Capital (Singapore)
Singapore
$1.02M +$1.02M +4,280 New