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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 %
LAS
2576
LWM Advisory Services
Florida
$673K +$20.8K +92 +3%
ZIG
2577
Zuckerman Investment Group
Illinois
$672K +$3.83K +17 +0.6%
OIA
2578
Optimum Investment Advisors
Illinois
$672K – – –
NMG
2579
New Millennium Group
Utah
$671K +$89.7K +398 +15%
HA
2580
Hamel Associates
New Jersey
$670K -$10.1K -45 -1%
IAP
2581
Indie Asset Partners
Indiana
$669K -$67.9K -301 -9%
PWP
2582
Phillips Wealth Planners
Mississippi
$668K +$47.9K +206 +8%
AA
2583
Advisory Alpha
Michigan
$668K +$30.4K +135 +5%
MS
2584
Mizuho Securities
Japan
$667K -$2.26K -10 -0.3%
MCM
2585
Morton Capital Management
California
$665K -$53.2K -236 -7%
VA
2586
Valmark Advisers
Ohio
$664K +$16K +71 +2%
WMA
2587
West Michigan Advisors
Michigan
$663K +$193K +857 +41%
FBT
2588
First Bank & Trust
South Dakota
$660K -$33.4K -148 -5%
GF
2589
Gries Financial
Ohio
$659K -$93.6K -415 -12%
HC
2590
Hoese & Co
Minnesota
$659K -$1.54K -7 -0.2%
WCM
2591
Wedge Capital Management
North Carolina
$657K +$10.1K +45 +2%
SIAG
2592
Safeguard Investment Advisory Group
California
$656K -$17.1K -76 -3%
SC
2593
Saiph Capital
New Jersey
$655K +$18.3K +81 +3%
SWRP
2594
Summit Wealth & Retirement Planning
California
$655K -$228K -1,012 -26%
SWA
2595
SOA Wealth Advisors
New York
$654K +$676 +3 +0.1%
MWP
2596
Madison Wealth Partners
Wisconsin
$654K -$50.3K -223 -7%
CAM
2597
Claret Asset Management
Quebec, Canada
$653K +$23.2K +103 +4%
RLIM
2598
Red Lighthouse Investment Management
New York
$651K – – –
LIA
2599
LBMC Investment Advisors
Tennessee
$650K +$225 +1 +0%
T
2600
TrueFG
Texas
$650K +$676 +3 +0.1%
102 103
104
105 106