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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 %
JWM
2851
Jeppson Wealth Management
California
$413K -$10.8K -48 -3%
MWPCG
2852
Measured Wealth Private Client Group
New Hampshire
$413K -$14K -62 -3%
BEI
2853
Benjamin Edwards Inc
Missouri
$413K -$48.5K -215 -11%
FA
2854
Fiduciary Alliance
South Carolina
$413K +$24.8K +110 +6%
MAG
2855
MRA Advisory Group
New Jersey
$413K -$4.51K -20 -1%
PAG
2856
Paladin Advisory Group
Iowa
$412K +$412K +1,827 New
PVAMC
2857
PPS&V Asset Management Consultants
Michigan
$411K -$18.9K -84 -4%
BBW
2858
Blue Barn Wealth
Utah
$411K +$140K +623 +52%
HFM
2859
Hartford Funds Management
Pennsylvania
$410K +$81K +359 +25%
CPW
2860
Crestmont Private Wealth
Texas
$409K +$60K +266 +17%
DA
2861
Dover Advisors
Virginia
$409K +$25.9K +115 +7%
MA
2862
MKT Advisors
California
$408K +$1.83K +8 +0.4%
CBTWT
2863
Community Bank & Trust (Waco, Texas)
Texas
$407K -$16.5K -73 -4%
FTWA
2864
Fifth Third Wealth Advisors
Ohio
$405K +$405K +1,796 New
TA
2865
TFB Advisors
Kansas
$404K +$6.54K +29 +2%
PPW
2866
Parcion Private Wealth
Washington
$404K +$154K +685 +62%
FFWM
2867
Future Financial Wealth Management
Ohio
$404K – – –
KFI
2868
Key Financial Inc
Pennsylvania
$404K – – –
EWA
2869
Evolution Wealth Advisors
Florida
$403K +$60K +266 +17%
DA
2870
Drake & Associates
Wisconsin
$403K +$1.8K +8 +0.4%
TF
2871
Trek Financial
Arizona
$402K +$52.8K +234 +15%
FA
2872
Financial Alternatives
California
$402K – – –
RFN
2873
Redwood Financial Network
Ohio
$399K -$3.38K -15 -0.8%
HI
2874
Hudock Inc
Pennsylvania
$396K -$6.99K -31 -2%
DW
2875
Domani Wealth
Pennsylvania
$396K +$6.09K +27 +2%
113 114
115
116 117