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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 %
WWM
2926
Windsor Wealth Management
Indiana
$360K -$141K -621 -28%
TWA
2927
Talisman Wealth Advisors
New Jersey
$360K +$131K +580 +57%
TC
2928
Trilogy Capital
California
$359K +$1.13K +5 +0.3%
EIG
2929
Ellenbecker Investment Group
Wisconsin
$359K +$17.8K +79 +5%
RCM
2930
Raleigh Capital Management
North Carolina
$358K +$102K +451 +40%
WIA
2931
World Investment Advisors
California
$358K -$30K -133 -8%
HPWM
2932
High Pines Wealth Management
Massachusetts
$356K +$1.35K +6 +0.4%
FIBT
2933
First International Bank & Trust
North Dakota
$356K – – –
TFA
2934
Tobias Financial Advisors
Florida
$355K +$5.19K +23 +1%
SCA
2935
Sippican Capital Advisors
Massachusetts
$355K – – –
CCA
2936
Childress Capital Advisors
Texas
$354K -$820K -3,638 -70%
TF
2937
Tompkins Financial
New York
$354K -$13.3K -59 -4%
BWCS
2938
Beirne Wealth Consulting Services
Connecticut
$353K -$243K -1,080 -41%
CFG
2939
Carr Financial Group
Massachusetts
$353K – – –
AWP
2940
Abacus Wealth Partners
California
$352K -$10.9K -47 -3%
WRM
2941
Weybosset Research & Management
Rhode Island
$351K -$11.3K -50 -3%
MPW
2942
MGO Private Wealth
California
$350K -$94.2K -418 -21%
EW
2943
Element Wealth
Mississippi
$350K +$12.6K +56 +4%
EW
2944
Enzi Wealth
Texas
$349K -$14K -60 -4%
DIA
2945
Dean Investment Associates
Ohio
$349K -$32K -142 -8%
CHA
2946
Carmichael Hill & Associates
Maryland
$348K +$11.7K +52 +3%
B
2947
Bridgeworth
Alabama
$348K +$2.93K +13 +0.8%
AMG
2948
Advisors Management Group
Wisconsin
$346K +$33.2K +147 +11%
MIAS
2949
Mason Investment Advisory Services
Virginia
$345K -$256K -1,136 -43%
IPW
2950
Invictus Private Wealth
Colorado
$345K -$30.7K -136 -8%
116 117
118
119 120