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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 %
DU
2826
Delphia (USA)
Ontario, Canada
$432K -$52.5K -233 -11%
KA
2827
Klingman & Associates
New York
$432K -$32.5K -144 -7%
FA
2828
Fortis Advisors
Pennsylvania
$431K – – –
JCIA
2829
Jackson Creek Investment Advisors
Colorado
$430K +$430K +1,909 New
HFP
2830
Holistic Financial Partners
Indiana
$429K +$8.79K +39 +2%
CPWMP
2831
Cardinal Point Wealth Management Partners
California
$429K +$133K +590 +45%
CPCM
2832
Cardinal Point Capital Management
Ontario, Canada
$429K +$133K +590 +45%
OPTFSNA
2833
Old Point Trust & Financial Services N A
Virginia
$428K +$11.5K +51 +3%
OFS
2834
OneAscent Financial Services
Alabama
$427K -$84.3K -374 -16%
NFG
2835
Nadler Financial Group
Illinois
$426K – – –
JCM
2836
Jag Capital Management
Missouri
$425K +$105K +465 +33%
MCM
2837
Monarch Capital Management
Indiana
$423K – – –
VFPI
2838
Vantage Financial Partners (Illinois)
Illinois
$423K – – –
MIA
2839
Milestone Investment Advisors
Wisconsin
$423K +$423K +1,875 New
SWM
2840
Scissortail Wealth Management
Oklahoma
$422K -$606K -2,690 -59%
WC
2841
Westhampton Capital
North Carolina
$422K +$20.3K +90 +5%
DB
2842
Dravo Bay
Delaware
$422K – – –
CSWM
2843
Cassady Schiller Wealth Management
Ohio
$420K – – –
FCM
2844
FJ Capital Management
Virginia
$418K -$657K -2,914 -61%
ML
2845
McAdam LLC
Pennsylvania
$418K +$153K +679 +58%
WAM
2846
Worth Asset Management
Texas
$417K +$36.5K +162 +10%
PCMF
2847
Private Capital Management (Florida)
Florida
$415K – – –
Financial Engines Advisors
2848
Financial Engines Advisors
California
$414K -$101K -447 -20%
SFG
2849
Sunburst Financial Group
Alabama
$414K -$51.6K -229 -11%
SAMC
2850
Spectrum Asset Management (California)
California
$414K – – –
112 113
114
115 116