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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 %
NPT
2751
Nixon Peabody Trust
Massachusetts
$499K -$32.2K -143 -6%
MPCG
2752
Matrix Private Capital Group
New York
$498K -$14.9K -66 -3%
ARG
2753
Advisory Resource Group
Oklahoma
$497K +$451 +2 +0.1%
MC
2754
Merlin Capital
Rhode Island
$497K – – –
MIG
2755
McGuire Investment Group
Rhode Island
$496K – – –
Aristotle Capital Management
2756
Aristotle Capital Management
California
$496K – – –
PC
2757
Permanens Capital
New York
$496K +$45.1K +200 +10%
CIAS
2758
CFS Investment Advisory Services
New Jersey
$495K +$27K +120 +6%
NWM
2759
NEIRG Wealth Management
Massachusetts
$494K +$25.7K +114 +5%
P
2760
Palladiem
Pennsylvania
$494K – – –
AIP
2761
Almanack Investment Partners
Pennsylvania
$494K -$2.03K -9 -0.4%
XS
2762
XR Securities
Illinois
$493K +$60.2K +267 +14%
NVIM
2763
New Vernon Investment Management
Illinois
$492K – – –
LC
2764
Lincoln Capital
Nebraska
$491K +$2.26K +10 +0.5%
IAG
2765
Investmark Advisory Group
Connecticut
$490K -$9.24K -41 -2%
CWM
2766
Chesapeake Wealth Management
Virginia
$489K -$68.8K -305 -12%
LWANC
2767
Laurel Wealth Advisors (North Carolina)
North Carolina
$488K +$210K +930 +75%
AT
2768
Arvest Trust
Oklahoma
$488K -$68.5K -304 -12%
FPB
2769
First PREMIER Bank
South Dakota
$488K +$2.26K +10 +0.5%
QCIG
2770
Quad-Cities Investment Group
Iowa
$488K +$11.5K +51 +2%
C1AG
2771
Client 1st Advisory Group
Florida
$487K – – –
MWP
2772
Meredith Wealth Planning
Illinois
$486K +$37.9K +168 +8%
EWP
2773
Engrave Wealth Partners
Texas
$484K -$5.74K -25 -1%
OPWM
2774
Oakwell Private Wealth Management
Texas
$484K +$1.35K +6 +0.3%
CIG
2775
Cairn Investment Group
Washington
$482K -$9.01K -40 -2%
109 110
111
112 113