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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 %
KFS
2601
Kaizen Financial Strategies
California
$649K -$35.8K -159 -5%
BWM
2602
Baron Wealth Management
Michigan
$649K +$2.93K +13 +0.5%
SPC
2603
Stewart & Patten Company
California
$647K +$23.2K +103 +4%
PHAM
2604
Palisades Hudson Asset Management
Florida
$647K -$5.41K -24 -0.8%
WDL
2605
Well Done LLC
Michigan
$646K +$27.5K +122 +4%
TFA
2606
Tranquilli Financial Advisor
New Jersey
$646K +$34.9K +155 +6%
CCM
2607
Carlson Capital Management
Minnesota
$644K +$30.4K +135 +5%
SIC
2608
Samalin Investment Counsel
New York
$642K +$1.13K +5 +0.2%
SL
2609
Sentinus LLC
Illinois
$640K +$640K +2,837 New
SAM
2610
Smithbridge Asset Management
Pennsylvania
$637K +$159K +707 +33%
RWI
2611
Red Wave Investments
Pennsylvania
$634K -$8.79K -39 -1%
PCWA
2612
Pacific Capital Wealth Advisors
California
$634K -$57K -253 -8%
CPA
2613
Court Place Advisors
Maryland
$633K – – –
BCM
2614
Bienville Capital Management
New York
$631K – – –
GCMG
2615
Gyroscope Capital Management Group
Florida
$631K +$135K +600 +27%
CS
2616
Cannell & Spears
New York
$630K -$62.7K -278 -9%
CAIMH
2617
Central Asset Investments & Management Holdings
Hong Kong
$628K +$271K +1,200 +76%
DCM
2618
Dimension Capital Management
Florida
$626K -$15.6K -69 -2%
WAOI
2619
Wealth Advisors of Iowa
Iowa
$626K -$22.5K -100 -3%
ERWM
2620
Elk River Wealth Management
Colorado
$625K – – –
MTIC
2621
Missouri Trust & Investment Company
Missouri
$625K -$33.6K -149 -5%
GAA
2622
Global Assets Advisory
Florida
$624K -$79K -339 -11%
QFA
2623
Quantum Financial Advisors
California
$622K -$902 -4 -0.1%
CMTU
2624
Capital Markets Trading (UK)
United Kingdom
$622K -$196K -869 -24%
RWM
2625
Revisor Wealth Management
Ohio
$622K +$622K +2,757 New
103 104
105
106 107