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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 %
TVAMP
2701
Tennessee Valley Asset Management Partners
Tennessee
$542K -$25.3K -112 -4%
ECU
2702
Eisler Capital (US)
New York
$541K +$541K +2,400 New
KFSC
2703
Keystone Financial Services (Colorado)
Colorado
$540K +$2.03K +9 +0.4%
BAM
2704
Bellevue Asset Management
Washington
$540K – – –
CSB
2705
City State Bank
Iowa
$540K -$18.3K -81 -3%
FCA
2706
FLC Capital Advisors
California
$539K -$15.8K -70 -3%
PGH
2707
Partners Group Holding
Switzerland
$536K – – –
PWM
2708
Paulson Wealth Management
Illinois
$536K +$21.4K +95 +4%
PCFFS
2709
Pacific Center for Financial Services
California
$535K +$535K +2,371 New
TC
2710
TAGStone Capital
North Carolina
$533K +$1.13K +5 +0.2%
GP
2711
Geneva Partners
Wisconsin
$531K -$4.51K -20 -0.8%
CAMV
2712
Concord Asset Management (Virginia)
Virginia
$530K +$530K +2,351 New
CC
2713
Corton Capital
Ontario, Canada
$530K +$4.06K +18 +0.8%
UL
2714
Unionview LLC
Washington
$530K -$21K -93 -4%
HC
2715
Hamilton Capital
Ohio
$529K -$35.6K -158 -6%
IF
2716
Integrity Financial
Wyoming
$528K +$250K +1,110 +90%
OFG
2717
Oxford Financial Group
Indiana
$528K +$98.5K +437 +23%
GCA
2718
Gradient Capital Advisors
California
$527K – – –
TCM
2719
Tandem Capital Management
New Jersey
$526K -$19.6K -87 -4%
TCM
2720
Towercrest Capital Management
Pennsylvania
$526K – – –
MAM
2721
McCarthy Asset Management
California
$525K – – –
AWM
2722
Aprio Wealth Management
Georgia
$525K +$37.9K +168 +8%
GA
2723
Goldstein Advisors
Wisconsin
$525K +$22.1K +98 +4%
EBA
2724
Eagle Bay Advisors
New York
$525K -$80.5K -357 -13%
LRIA
2725
Leonard Rickey Investment Advisors
Washington
$525K +$31.8K +141 +6%
107 108
109
110 111