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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 %
BWA
2551
Bordeaux Wealth Advisors
California
$693K +$137K +609 +25%
AC
2552
ASB Consultores
Florida
$692K -$330K -1,463 -32%
BFA
2553
BMS Financial Advisors
South Dakota
$691K +$11.3K +50 +2%
CHP
2554
Cable Hill Partners
Oregon
$691K -$355K -1,576 -34%
TPW
2555
Transatlantique Private Wealth
New York
$691K +$81.2K +360 +13%
CIEP
2556
Constellation Investimentos e Participacoes
Brazil
$689K -$63.6K -282 -8%
ESBC
2557
E.S. Barr & Co
Kentucky
$688K +$30.9K +137 +5%
MTWM
2558
Masso Torrence Wealth Management
New Jersey
$688K -$1.35K -6 -0.2%
PCH
2559
PGIM Custom Harvest
New Jersey
$687K -$44.2K -196 -6%
4WM
2560
44 Wealth Management
Oregon
$686K -$106K -471 -13%
OW
2561
Olistico Wealth
Oklahoma
$686K -$298K -1,322 -30%
MMHP
2562
Murphy Middleton Hinkle & Parker
Georgia
$686K – – –
WEPOG
2563
Wealth Enhancement & Preservation of GA
Georgia
$685K +$6.76K +30 +1%
IWA
2564
Inspirion Wealth Advisors
Illinois
$685K -$17.8K -79 -3%
GSC
2565
Grey Street Capital
Illinois
$683K +$683K +3,029 New
DPI
2566
Diversified Portfolios Inc
Michigan
$683K -$46.2K -205 -6%
EFM
2567
E Fund Management
China
$682K -$3M -13,334 -81%
LA
2568
Legacy Advisors
Pennsylvania
$678K +$21.6K +96 +3%
AFG
2569
Atomi Financial Group
New York
$677K +$677K +3,002 New
VI
2570
Versor Investments
New York
$676K +$676K +3,000 New
MSA
2571
Marino Stram & Associates
Massachusetts
$676K -$4.96K -22 -0.7%
TCBWMS
2572
Texas Capital Bank Wealth Management Services
Texas
$675K +$33.1K +147 +5%
KC
2573
Knuff & Co
California
$675K +$39.5K +175 +6%
C
2574
CEDRUS
Colorado
$675K -$4.51K -20 -0.7%
SC
2575
Seldon Capital
California
$675K +$337K +1,496 +100%
101 102
103
104 105