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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 %
MAC
3001
Mason & Associates (California)
California
$317K +$90.2K +400 +40%
HA
3002
Hofer & Associates
California
$317K – – –
RFG
3003
RFP Financial Group
Georgia
$316K -$598K -2,650 -65%
CWM
3004
C2C Wealth Management
Arizona
$316K -$2.73K -12 -0.9%
EL
3005
EWA LLC
Pennsylvania
$315K +$315K +1,363 New
BFG
3006
Barber Financial Group
Kansas
$313K -$5.64K -25 -2%
III
3007
Independent Investors Inc
New York
$313K – – –
KPWG
3008
KFA Private Wealth Group
Virginia
$313K +$451 +2 +0.1%
CMI
3009
Clare Market Investments
Texas
$313K +$74.6K +331 +31%
OPOWM
3010
One Plus One Wealth Management
Florida
$312K -$92.7K -411 -23%
WSWA
3011
Warren Street Wealth Advisors
California
$312K +$77.1K +342 +33%
EL
3012
Essex LLC
Illinois
$311K – – –
TFF
3013
The Family Firm
Maryland
$311K +$4.96K +22 +2%
FC
3014
Fusion Capital
South Carolina
$310K +$1.8K +8 +0.6%
CA
3015
CGN Advisors
Kansas
$309K -$8.12K -36 -3%
KL
3016
KilterHowling LLC
Colorado
$307K +$307K +1,362 New
CCP
3017
Carmel Capital Partners
California
$307K -$78.7K -349 -20%
LJHT
3018
Laurie J. Hall Trustee
$306K +$28.1K +125 +10%
HNWAG
3019
High Net Worth Advisory Group
Florida
$306K – – –
PFA
3020
Petra Financial Advisors
Colorado
$306K +$306K +1,356 New
LL
3021
LWMG LLC
Minnesota
$306K +$7.89K +35 +3%
GSAM
3022
Grant Street Asset Management
Pennsylvania
$305K -$53.6K -238 -15%
PBO
3023
Peoples Bank (Ohio)
Ohio
$305K -$7.89K -35 -3%
KIA
3024
KLR Investment Advisors
Rhode Island
$305K -$3.83K -17 -1%
SIC
3025
Sigma Investment Counselors
Michigan
$305K +$305K +1,351 New
119 120
121
122 123