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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 %
PG
2726
Prostatis Group
Maryland
$524K +$11.6K +51 +2%
LPAM
2727
Lodestar Private Asset Management
California
$523K -$75.3K -334 -13%
CAL
2728
Capital Advisors Ltd
Ohio
$523K -$252K -1,116 -32%
AFG
2729
Allegheny Financial Group
Pennsylvania
$520K +$520K +2,307 New
FCM
2730
Family Capital Management
Michigan
$520K +$11.5K +51 +2%
RW
2731
Rede Wealth
Virginia
$517K +$15.1K +67 +3%
GCM
2732
Gator Capital Management
Florida
$515K – – –
CC
2733
Centiva Capital
New York
$514K -$678K -3,006 -57%
AA
2734
Addison Advisors
Vermont
$514K -$2.93K -13 -0.6%
GSIS
2735
Global Strategic Investment Solutions
Arizona
$514K +$20.1K +89 +4%
PC
2736
Permit Capital
Pennsylvania
$513K -$56.4K -250 -10%
3IP
2737
3Chopt Investment Partners
Virginia
$512K +$126K +557 +32%
MAM
2738
Milestone Asset Management
Pennsylvania
$512K -$6.99K -31 -1%
AFG
2739
ABLE Financial Group
Arizona
$511K +$511K +2,267 New
BCG
2740
Breakwater Capital Group
New Jersey
$507K +$73K +324 +17%
BCM
2741
Birch Capital Management
Texas
$507K – – –
TWP
2742
Tower Wealth Partners
Pennsylvania
$505K +$1.35K +6 +0.3%
NJBEST
2743
New Jersey Better Educational Savings Trust
New Jersey
$505K – – –
AFM
2744
Andesa Financial Management
Pennsylvania
$503K +$179K +2,702 +55%
RA
2745
Ruggaard & Associates
Ohio
$502K +$502K +2,228 New
PWA
2746
Physician Wealth Advisors
Utah
$502K -$4.42K -19 -0.9%
KI
2747
Kula Investments
Illinois
$502K +$239K +1,060 +91%
WAM
2748
WFA Asset Management
Wisconsin
$502K +$1.13K +5 +0.2%
SWM
2749
Silverlake Wealth Management
Vermont
$500K +$2.03K +9 +0.4%
ACM
2750
Allred Capital Management
Texas
$499K -$22.5K -100 -4%
108 109
110
111 112