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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 %
SFWA
2676
Summit Financial Wealth Advisors
Louisiana
$569K -$118K -523 -17%
B
2677
Bellecapital
Switzerland
$569K +$132K +586 +30%
CRIG
2678
Charter Research & Investment Group
Connecticut
$568K +$339K +1,505 +148%
MAM
2679
Meeder Asset Management
Ohio
$567K +$3.61K +16 +0.6%
CWG
2680
Crown Wealth Group
North Carolina
$566K -$27.1K -120 -5%
CNFG
2681
Creegan & Nassoura Financial Group
New Hampshire
$566K – – –
CWM
2682
Cedar Wealth Management
California
$565K – – –
EWM
2683
Endurance Wealth Management
Rhode Island
$561K – – –
RPCA
2684
Running Point Capital Advisors
California
$560K +$451 +2 +0.1%
SFC
2685
Strategic Financial Concepts
Texas
$558K +$558K +2,477 New
XT
2686
XTX Topco
Cayman Islands
$556K -$735K -3,262 -57%
TWM
2687
TMD Wealth Management
Arizona
$556K -$6.76K -30 -1%
AA
2688
Apriem Advisors
California
$553K – – –
AWAG
2689
ARS Wealth Advisors Group
Florida
$552K -$42.8K -190 -7%
PIMG
2690
Patriot Investment Management Group
Tennessee
$551K -$17.4K -77 -3%
HWM
2691
Hemington Wealth Management
Virginia
$551K +$6.09K +27 +1%
SWM
2692
Stockman Wealth Management
Montana
$549K +$8.34K +37 +2%
ACP
2693
Aveo Capital Partners
Colorado
$549K -$20.7K -92 -4%
SWM
2694
Salvus Wealth Management
New Jersey
$546K -$21.9K -97 -4%
Verition Fund Management
2695
Verition Fund Management
Connecticut
$545K -$1.35M -5,980 -71%
DWA
2696
Dougherty Wealth Advisers
Minnesota
$545K – – –
IA
2697
Insight Advisors
Pennsylvania
$544K -$383K -1,699 -41%
AAM
2698
Augustine Asset Management
Florida
$544K +$225 +1 +0%
CWC
2699
Carolinas Wealth Consulting
North Carolina
$544K -$44.2K -196 -8%
KC
2700
Kenfarb & Co
Kentucky
$543K – – –
106 107
108
109 110