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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 %
AA
2801
Alesco Advisors
New York
$454K +$86.4K +383 +23%
PCC
2802
Park Circle Company
Maryland
$451K – – –
CFD
2803
Creative Financial Designs
Indiana
$451K -$15.1K -67 -3%
IWS
2804
Insight Wealth Strategies
California
$449K – – –
HP
2805
HT Partners
Connecticut
$449K -$8.79K -39 -2%
TFCP
2806
Twin Focus Capital Partners
Massachusetts
$449K -$451 -2 -0.1%
JDR
2807
Jay D. Rosenbaum
$448K +$9.7K +43 +2%
HCA
2808
Heck Capital Advisors
Wisconsin
$448K +$16K +71 +4%
JGIA
2809
Jackson Grant Investment Advisers
Connecticut
$448K +$58.4K +259 +15%
BWM
2810
BlackDiamond Wealth Management
New York
$447K +$4.82K +21 +1%
ORAM
2811
One River Asset Management
Connecticut
$446K -$142K -640 -24%
VC
2812
Veery Capital
Delaware
$446K +$225 +1 +0.1%
RTC
2813
Riverview Trust Company
Washington
$444K +$19.2K +85 +5%
AO
2814
Allen Operations
New York
$443K – – –
LCM
2815
LVM Capital Management
Michigan
$443K – – –
SSG
2816
Summit Securities Group
New York
$443K +$18.3K +81 +4%
KFA
2817
Kelleher Financial Advisors
New York
$442K – – –
CSPAM
2818
Cary Street Partners Asset Management
Virginia
$439K +$1.13K +5 +0.3%
OIM
2819
Oder Investment Management
California
$437K +$14K +62 +3%
PSCM
2820
Per Stirling Capital Management
Texas
$437K -$19.6K -87 -4%
EA
2821
Echo45 Advisors
California
$435K -$22.3K -99 -5%
CPWA
2822
Cerro Pacific Wealth Advisors
California
$435K -$11.5K -51 -3%
WOC
2823
West Oak Capital
California
$435K +$67.6K +300 +18%
SIM
2824
Studio Investment Management
Illinois
$435K +$3.38K +15 +0.8%
PIAS
2825
PCA Investment Advisory Services
Ohio
$434K +$434K +1,924 New
111 112
113
114 115