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 %
SIA
2901
Soltis Investment Advisors
Utah
$377K -$2.46M -10,897 -87%
HZ
2902
Hixon Zuercher
Ohio
$376K +$11.3K +50 +3%
DWP
2903
Destiny Wealth Partners
Florida
$375K -$26.6K -118 -7%
PCI
2904
Planning Center Inc
Illinois
$375K – – –
GFWA
2905
Grey Fox Wealth Advisors
Delaware
$373K +$20.3K +90 +6%
DCM
2906
DGS Capital Management
New Jersey
$373K -$8.34K -37 -2%
SPWG
2907
Sage Private Wealth Group
Illinois
$372K -$21K -93 -5%
MWC
2908
MBM Wealth Consultants
Missouri
$372K – – –
SIS
2909
Sound Income Strategies
Florida
$372K +$152K +672 +69%
GSIAS
2910
Garden State Investment Advisory Services
New Jersey
$370K +$28K +124 +8%
BMWM
2911
Brown Miller Wealth Management
Virginia
$369K -$10.6K -47 -3%
UW
2912
Unique Wealth
Florida
$368K +$37.9K +168 +11%
FSA
2913
Franklin Street Advisors
North Carolina
$368K +$368K +1,634 New
AWM
2914
Aberdeen Wealth Management
Illinois
$367K -$225 -1 -0.1%
UBG
2915
United Bank (Georgia)
Georgia
$366K -$5.64K -25 -2%
WF
2916
Wayfinding Financial
Washington
$366K +$366K +1,626 New
PWM
2917
Prosperity Wealth Management
California
$365K +$52.5K +233 +17%
SWM
2918
Shelton Wealth Management
Texas
$364K -$34.1K -151 -9%
FL
2919
Fort LP
Maryland
$364K -$124K -552 -25%
MIM
2920
Meridiem Investment Management
United Kingdom
$362K -$251K -1,114 -41%
SSW
2921
Smith Shellnut Wilson
Mississippi
$361K – – –
BCM
2922
BTC Capital Management
Iowa
$361K -$18K -80 -5%
W
2923
Wealthquest
Ohio
$361K -$13.8K -61 -4%
CWA
2924
Clarus Wealth Advisors
Arizona
$360K +$360K +1,595 New
MAM
2925
Marquette Asset Management
Minnesota
$360K – – –
115 116
117
118 119