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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 %
ECU
2526
Eisler Capital (UK)
United Kingdom
$725K +$725K +3,217 New
BWA
2527
Blodgett Wealth Advisors
California
$724K – – –
FFG
2528
Frisch Financial Group
New York
$722K +$189K +839 +36%
RW
2529
REDW Wealth
New Mexico
$722K +$7.67K +34 +1%
KA
2530
Kearns & Associates
California
$721K – – –
D
2531
Diversified
Delaware
$719K -$69.4K -308 -9%
PIA
2532
Pinion Investment Advisors
Kansas
$716K -$322K -1,427 -31%
CPA
2533
Cardiff Park Advisors
California
$715K – – –
KCM
2534
Kanawha Capital Management
Virginia
$715K – – –
LSA
2535
Lion Street Advisors
Texas
$715K +$106K +471 +17%
TNA
2536
True North Advisors
Texas
$715K +$62.4K +277 +10%
MC
2537
Miramar Capital
Illinois
$714K -$155K -688 -18%
ETIA
2538
Epic Trust Investment Advisors
Washington
$713K +$201K +891 +39%
FBC
2539
Fairfield, Bush & Co
Connecticut
$711K -$4.51K -20 -0.6%
SIG
2540
Sargent Investment Group
Maryland
$711K +$16.5K +72 +2%
PDM
2541
Penn Davis McFarland
Texas
$710K +$3.61K +16 +0.5%
IWA
2542
Intercontinental Wealth Advisors
Texas
$707K +$116K +516 +20%
MIM
2543
MTM Investment Management
South Carolina
$706K +$16.7K +74 +2%
IGWM
2544
ICA Group Wealth Management
Colorado
$703K +$12.2K +54 +2%
SB
2545
Sunflower Bank
Texas
$702K -$2.03K -9 -0.3%
WMA
2546
Wealth Management Associates
New Jersey
$699K -$22.5K -100 -3%
NSB
2547
Norway Savings Bank
Maine
$697K +$3.38K +15 +0.5%
RWS
2548
Resolute Wealth Strategies
Mississippi
$696K +$696K +3,086 New
FPWM
2549
FSB Premier Wealth Management
Iowa
$696K -$110K -486 -14%
AC
2550
Annandale Capital
Texas
$695K – – –
100 101
102
103 104