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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 %
ZIMP
2876
Zimmermann Investment Management & Planning
Pennsylvania
$394K +$98.1K +435 +33%
CA
2877
Crumly & Associates
Illinois
$394K +$8.8K +39 +2%
SEIA
2878
Signature Estate & Investment Advisors
California
$393K -$8.35K -37 -2%
BIP
2879
Blue Investment Partners
California
$391K – – –
LF
2880
Lee Financial
Texas
$390K -$85K -377 -18%
BPFA
2881
Barnes Pettey Financial Advisors
Mississippi
$388K -$4.51K -20 -1%
BWA
2882
Burt Wealth Advisors
Maryland
$387K +$6.31K +28 +2%
AMR
2883
Asset Management Resources
Massachusetts
$386K +$19.8K +88 +5%
I
2884
InceptionR
California
$386K -$46K -204 -11%
CL
2885
CIM LLC
New York
$386K – – –
LFGH
2886
Lee Financial Group Hawaii
Hawaii
$385K -$6.31K -28 -2%
SFG
2887
SNS Financial Group
Minnesota
$385K -$331K -1,468 -46%
CIM
2888
Contravisory Investment Management
Massachusetts
$385K +$385K +1,706 New
SCP
2889
Sender Company & Partners
New York
$385K +$385K +1,706 New
MKC
2890
M. Kraus & Co
Vermont
$384K +$30.2K +134 +9%
TWA
2891
TPB Wealth Advisors
Texas
$384K – – –
BWM
2892
Blossom Wealth Management
California
$381K +$33.8K +150 +10%
HPM
2893
Hoxton Planning & Management
West Virginia
$380K +$2.03K +9 +0.5%
EA
2894
Emerald Advisors
Washington
$379K -$11.3K -50 -3%
MHR
2895
Matthew Hamilton Rosenberg
$378K +$3.38K +15 +0.9%
SC
2896
Sierra Capital
Florida
$378K -$161K -715 -30%
Cohen & Steers
2897
Cohen & Steers
New York
$378K +$28.4K +126 +8%
SGWM
2898
Sterling Group Wealth Management
California
$378K +$105K +466 +39%
SWM
2899
Seed Wealth Management
Illinois
$377K – – –
CCB
2900
Cutter & Co Brokerage
Missouri
$377K +$451 +2 +0.1%
114 115
116
117 118