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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 %
TA
2651
Trellis Advisors
Washington
$590K +$20.3K +90 +4%
AWM
2652
Act Wealth Management
Texas
$589K +$225 +1 +0%
FAFN
2653
First Affirmative Financial Network
Colorado
$588K -$62.9K -279 -10%
WFM
2654
Wolff Financial Management
Michigan
$587K – – –
TRIA
2655
Trail Ridge Investment Advisors
Colorado
$586K +$451 +2 +0.1%
AFA
2656
Arlington Financial Advisors
California
$583K +$9.02K +40 +2%
HCM
2657
Hengehold Capital Management
Ohio
$583K -$2.03K -9 -0.3%
HTHT
2658
Hemenway Trust Hemenway Trust
New Hampshire
$583K – – –
FAM
2659
Formidable Asset Management
Ohio
$582K +$22.8K +100 +4%
CAG
2660
Curtis Advisory Group
California
$582K -$72.1K -320 -11%
MCA
2661
MSH Capital Advisors
Arizona
$582K -$16.2K -72 -3%
DSN
2662
D. Scott Neal
Kentucky
$581K – – –
CTFG
2663
Capstone Triton Financial Group
Oklahoma
$580K +$227K +1,005 +64%
GC
2664
Garde Capital
Washington
$580K -$16.9K -75 -3%
NWA
2665
New World Advisors
Massachusetts
$579K +$78K +346 +16%
WFMPM
2666
Woodley Farra Manion Portfolio Management
Indiana
$578K -$10.6K -47 -2%
VWM
2667
Valley Wealth Managers
New Jersey
$577K +$294K +1,303 +104%
WAM
2668
Winslow Asset Management
Ohio
$575K – – –
AIP
2669
ARS Investment Partners
New York
$574K +$134K +595 +30%
BFC
2670
Bedel Financial Consulting
Indiana
$574K +$225 +1 +0%
PWA
2671
Primoris Wealth Advisors
Florida
$571K -$90K -399 -14%
FCM
2672
Fourpath Capital Management
Oklahoma
$571K -$3.38K -15 -0.6%
VAM
2673
Verity Asset Management
North Carolina
$571K -$6.31K -28 -1%
NG
2674
Northstar Group
New York
$571K – – –
FCA
2675
FinTrust Capital Advisors
South Carolina
$570K – – –
105 106
107
108 109