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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 %
RAM
2951
Roanoke Asset Management
New Jersey
$345K – – –
WDG
2952
Wealth Dimensions Group
Ohio
$344K -$152K -673 -31%
SM
2953
Sweeney & Michel
California
$344K +$344K +1,507 New
LC
2954
LCNB Corp
Ohio
$342K -$1.35K -6 -0.4%
PPW
2955
Presilium Private Wealth
Pennsylvania
$342K – – –
RWA
2956
Redhawk Wealth Advisors
Minnesota
$341K +$34.9K +155 +11%
MAP
2957
Milestone Advisory Partners
North Carolina
$341K – – –
KA
2958
Kercheville Advisors
Texas
$338K – – –
DLHL
2959
Donald L. Hagan LLC
Florida
$338K +$338K +1,500 New
MCM
2960
Magnolia Capital Management
New York
$338K – – –
BRA
2961
Biechele Royce Advisors
Indiana
$338K +$7.66K +34 +2%
GHA
2962
Granite Harbor Advisors
Texas
$337K +$76.2K +338 +29%
FH
2963
FWG Holdings
Florida
$337K -$118K -524 -26%
LF
2964
Lantz Financial
Illinois
$337K -$34.5K -153 -9%
V
2965
VeraBank
Texas
$336K -$8.79K -39 -3%
BWA
2966
Beam Wealth Advisors
Louisiana
$334K -$35.8K -159 -10%
HWA
2967
HHM Wealth Advisors
Tennessee
$334K +$42.6K +189 +15%
EMFAT
2968
Emerald Mutual Fund Advisers Trust
Pennsylvania
$333K -$60.9K -270 -15%
KWA
2969
Kellett Wealth Advisors
Ohio
$332K -$23.9K -106 -7%
GFPC
2970
Global Financial Private Client
Florida
$332K +$19.2K +84 +6%
NRW
2971
Nova R Wealth
Kansas
$331K -$6.31K -28 -2%
FG
2972
Foster Group
Iowa
$331K +$103K +459 +45%
CAGAS
2973
Capital Advisory Group Advisory Services
Minnesota
$331K +$27.3K +121 +9%
MFWP
2974
Mosaic Family Wealth Partners
Missouri
$330K -$3.16K -14 -0.9%
NIC
2975
Northwest Investment Counselors
Oregon
$330K -$4.29K -19 -1%
117 118
119
120 121