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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 %
SRC
2976
Shufro Rose & Co
New York
$329K -$13.8K -61 -4%
CWS
2977
Cypress Wealth Services
California
$329K +$8.79K +39 +3%
PCA
2978
Peddock Capital Advisors
Massachusetts
$328K +$16.2K +72 +5%
WFA
2979
Wellspring Financial Advisors
Ohio
$328K -$135K -600 -29%
AI
2980
Accredited Investors
Minnesota
$328K -$3.61K -16 -1%
SHWM
2981
Smith & Howard Wealth Management
Georgia
$327K – – –
CFFP
2982
Center for Financial Planning
Michigan
$326K +$4.74K +21 +1%
AAM
2983
Austin Asset Management
Texas
$325K +$325K +1,443 New
TWA
2984
Tandem Wealth Advisors
Arizona
$325K -$6.99K -31 -2%
HFS
2985
Howard Financial Services
Texas
$325K +$7.66K +34 +2%
WW
2986
Westshore Wealth
California
$325K +$2.93K +13 +0.9%
IFA
2987
Index Fund Advisors
California
$325K -$20.7K -92 -6%
TCWM
2988
Total Clarity Wealth Management
Illinois
$324K -$369K -1,638 -53%
EWS
2989
Evergreen Wealth Solutions
Pennsylvania
$324K +$6.98K +31 +2%
EWA
2990
ERTS Wealth Advisors
Michigan
$324K -$28K -124 -8%
RA
2991
Riversedge Advisors
Delaware
$323K +$323K +1,432 New
VDI
2992
Vaughan David Investments
Illinois
$322K +$5.64K +25 +2%
CCMI
2993
Creative Capital Management Investments
California
$321K +$5.64K +25 +2%
CIM
2994
Confluence Investment Management
Missouri
$321K -$1.58K -7 -0.5%
YWS
2995
Yarger Wealth Strategies
Ohio
$320K +$677 +3 +0.2%
WCM
2996
Wallace Capital Management
Texas
$320K – – –
MIM
2997
Martin Investment Management
Florida
$319K – – –
BG
2998
Benedetti & Gucer
Georgia
$319K +$45.1K +200 +16%
GFG
2999
Goldstone Financial Group
Illinois
$319K +$319K +1,413 New
GWM
3000
Greenwich Wealth Management
Connecticut
$318K – – –
118 119
120
121 122