V icon

Visa
V

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 %
TI
2776
Truepoint Inc
Ohio
$482K -$85.7K -380 -15%
CFO
2777
Collective Family Office
Pennsylvania
$481K -$30K -133 -6%
CWA
2778
Canvas Wealth Advisors
Kansas
$480K -$36K -157 -7%
AWA
2779
Amplius Wealth Advisors
Pennsylvania
$480K +$43.7K +194 +10%
SPP
2780
Single Point Partners
Massachusetts
$477K +$118K +524 +33%
WP
2781
WealthSpring Partners
California
$475K +$451 +2 +0.1%
DE
2782
Day & Ennis
Georgia
$475K – – –
FA
2783
Fountainhead AM
New Jersey
$473K -$10.6K -47 -2%
WCA
2784
Westover Capital Advisors
Delaware
$470K +$154K +682 +49%
OFW
2785
Omnia Family Wealth
Florida
$469K -$5.86K -26 -1%
RGF
2786
Retirement Guys Formula
Ohio
$469K +$156K +692 +50%
AFAS
2787
Acorn Financial Advisory Services
Virginia
$466K +$35.4K +157 +8%
JEST
2788
JTC Employer Solutions Trustee
Jersey
$466K +$82.7K +367 +22%
GBWM
2789
Granite Bay Wealth Management
New Hampshire
$466K +$185K +822 +66%
RWPA
2790
Richard W. Paul & Associates
Michigan
$465K +$8.79K +39 +2%
FCIM
2791
Fairview Capital Investment Management
California
$464K +$55.9K +248 +14%
SI
2792
Saxon Interests
Texas
$464K +$9.25K +41 +2%
SCG
2793
Sonata Capital Group
Washington
$462K +$462K +2,047 New
SWA
2794
Sutton Wealth Advisors
Florida
$462K -$1.04M -4,624 -69%
CFSG
2795
Clark Financial Services Group
Missouri
$460K -$901 -4 -0.2%
SCM
2796
SOL Capital Management
Maryland
$460K – – –
RWM
2797
RKL Wealth Management
Pennsylvania
$459K +$3.16K +14 +0.7%
LA
2798
Lane & Associates
New Jersey
$458K -$14.4K -64 -3%
AG
2799
Algert Global
California
$455K +$455K +2,017 New
CG
2800
Clifford Group
Massachusetts
$454K -$1.35K -6 -0.3%
110 111
112
113 114