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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 %
FWM
2501
Forza Wealth Management
Florida
$746K +$746K +3,307 New
KWM
2502
Kolinsky Wealth Management
New Jersey
$744K -$94K -417 -11%
LC
2503
Lavaca Capital
Texas
$743K -$5.01K -22 -0.7%
CWP
2504
Concord Wealth Partners
Virginia
$742K -$2.03K -9 -0.3%
MIP
2505
Marietta Investment Partners
Wisconsin
$741K – – –
WA
2506
Waddell & Associates
Tennessee
$741K -$7.44K -33 -1%
PWM
2507
PBMares Wealth Management
Virginia
$740K – – –
DA
2508
Detalus Advisors
Missouri
$739K -$2.03K -9 -0.3%
NRC
2509
New Republic Capital
North Carolina
$737K +$122K +540 +20%
TCPWM
2510
Traverso Chambers Private Wealth Management
California
$736K +$16.9K +75 +2%
BIAS
2511
Beacon Investment Advisory Services
New Jersey
$734K -$11.7K -52 -2%
HWA
2512
Heartwood Wealth Advisors
Virginia
$734K +$31.6K +140 +4%
WA
2513
Wealth Architects
California
$734K +$23.4K +104 +3%
FM
2514
Foster & Motley
Ohio
$732K +$228K +1,009 +45%
RCG
2515
Rock Creek Group
District of Columbia
$731K +$18.3K +81 +3%
KCM
2516
KRS Capital Management
Michigan
$731K – – –
FBA
2517
Front Barnett Associates
Illinois
$730K – – –
KLCM
2518
KG&L Capital Management
Louisiana
$730K -$74.2K -329 -9%
FIM
2519
Freedom Investment Management
Connecticut
$729K +$42.8K +190 +6%
HI
2520
HBK Investments
Texas
$728K +$728K +3,230 New
CWM
2521
Cahaba Wealth Management
Georgia
$728K +$70.1K +311 +11%
PFG
2522
PAX Financial Group
Texas
$727K -$36.8K -163 -5%
CWP
2523
Core Wealth Partners
California
$727K -$1.29M -5,714 -64%
JWM
2524
JGP Wealth Management
Oregon
$726K +$37.4K +166 +5%
CWP
2525
Curated Wealth Partners
California
$725K -$35.2K -156 -5%
99 100
101
102 103