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Visa
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Overview Fund Activity

3,414 hedge funds and large institutions have $350B invested in Visa in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 1,374 increasing their positions, 1,484 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,414
Holders Change
+25
Holders Change %
+0.74%
% of All Funds
54.64%
Holding in Top 10
549
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+7.86%
% of All Funds
8.79%
New
207
Increased
1,374
Reduced
1,484
Closed
113
Calls
$4.2B
Puts
$3.27B
Net Calls
+$935M
Net Calls Change
-$585M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$961M
2
Capital World Investors
Capital World Investors
California
+$658M
3
State Street
State Street
Massachusetts
+$580M
4
LP
Longview Partners
Guernsey
+$573M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$432M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$2.13B
2
CSA
Cottage Street Advisors
Massachusetts
-$707M
3
Amundi
Amundi
France
-$424M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$316M
5
Sands Capital Management
Sands Capital Management
Virginia
-$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
2476
Davidson Trust Company
Washington
$770K +$272K +1,205 +55%
CWM
2477
Castle Wealth Management
Florida
$770K -$44.9K -199 -6%
SMH
2478
Sanders Morris Harris
Texas
$768K -$1.28M -5,685 -63%
FOA
2479
Five Oceans Advisors
California
$768K +$1.8K +8 +0.2%
WFAG
2480
Worth Financial Advisory Group
North Carolina
$768K +$24.4K +108 +3%
LAI
2481
Legal Advantage Investments
California
$767K – – –
OWA
2482
Opal Wealth Advisors
New York
$766K +$6.09K +27 +0.8%
SICM
2483
Sustainable Insight Capital Management
New York
$766K -$106K -471 -12%
IF
2484
Intrua Financial
Texas
$765K -$97.2K -420 -11%
HFA
2485
High Falls Advisors
New York
$764K – – –
APC
2486
Aspire Private Capital
North Carolina
$762K +$31.6K +140 +4%
AF
2487
Apexium Financial
Texas
$761K -$9.7K -43 -1%
GA
2488
GFS Advisors
Texas
$760K -$22.1K -98 -3%
IFU
2489
iSAM Funds (UK)
United Kingdom
$759K +$759K +3,366 New
FFA
2490
Fi3 Financial Advisors
Indiana
$758K -$78.2K -347 -9%
Parnassus Investments
2491
Parnassus Investments
California
$758K +$208K +924 +38%
WF
2492
WoodTrust Financial
Wisconsin
$757K +$331K +1,468 +78%
FNC
2493
First National Corp
Massachusetts
$757K +$336K +1,488 +80%
RP
2494
Riverwater Partners
Wisconsin
$755K -$25.9K -115 -3%
HS
2495
HighVista Strategies
Massachusetts
$753K -$8.83M -39,175 -92%
LI
2496
LVZ Inc
Michigan
$751K -$7.89K -35 -1%
IIC
2497
Integrated Investment Consultants
Michigan
$749K +$69K +306 +10%
KW
2498
KWB Wealth
California
$749K – – –
ACA
2499
Ackerman Capital Advisors
Texas
$748K – – –
WPA
2500
West Paces Advisors
Georgia
$748K +$66.7K +296 +10%
98 99
100
101 102