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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 %
BIA
3026
Biondo Investment Advisors
Pennsylvania
$304K – – –
SIC
3027
Schwartz Investment Counsel
Michigan
$304K – – –
GCA
3028
Guardian Capital Advisors
Ontario, Canada
$304K -$11.4K -50 -4%
FWP
3029
Firethorn Wealth Partners
Georgia
$301K -$23.3K -100 -7%
FC
3030
Financial Council
Maryland
$300K – – –
GCWM
3031
Graham Capital Wealth Management
District of Columbia
$300K +$300K +133 New
NA
3032
Nottingham Advisors
New York
$299K -$2.93K -13 -1%
BDAM
3033
Blue Door Asset Management
Connecticut
$299K +$299K +1,325 New
AIIMS
3034
Analyst IMS Investment Management Services
Israel
$298K – – –
TPW
3035
Tiller Private Wealth
Pennsylvania
$298K -$3.38K -15 -1%
MCI
3036
MRP Capital Investments
Georgia
$297K +$48.9K +217 +20%
BO
3037
Bank OZK
Arkansas
$297K -$9.47K -42 -3%
LFG
3038
Lockerman Financial Group
California
$294K – – –
WFA
3039
WestHill Financial Advisors
California
$294K +$294K +1,305 New
FCCM
3040
First City Capital Management
Georgia
$294K -$1.16K -5 -0.4%
GCM
3041
Gallacher Capital Management
Colorado
$294K -$9.02K -40 -3%
MWA
3042
Motive Wealth Advisors
Michigan
$294K -$3.16K -14 -1%
OHIS
3043
Oak Harvest Investment Services
Texas
$294K -$36.3K -161 -11%
BW
3044
BIP Wealth
Georgia
$293K +$293K +1,298 New
DWM
3045
Defined Wealth Management
Oregon
$293K – – –
CHA
3046
Cooper/Haims Advisors
New York
$292K -$6.99K -31 -2%
PWM
3047
PRW Wealth Management
Massachusetts
$292K -$5.82K -25 -2%
DP
3048
Divergent Planning
Maryland
$291K -$7.67K -34 -3%
CIA
3049
Caerus Investment Advisors
Texas
$291K -$225K -1,000 -44%
HBWM
3050
Hollow Brook Wealth Management
New York
$290K +$1.13K +5 +0.4%
120 121
122
123 124