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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 %
HCC
3051
Hirtle Callaghan & Co
Pennsylvania
$290K +$290K +1,287 New
CB
3052
Centennial Bank
Arkansas
$290K – – –
AFS
3053
Annapolis Financial Services
Maryland
$289K – – –
TCG
3054
Tremblant Capital Group
Florida
$288K +$39.7K +176 +16%
MWP
3055
Meridian Wealth Partners
Pennsylvania
$288K +$43.7K +194 +18%
GAM
3056
Garrison Asset Management
Arkansas
$287K +$287K +1,275 New
CIC
3057
Cutler Investment Counsel
Oregon
$286K -$6.09K -27 -2%
CWM
3058
Catalyst Wealth Management
Georgia
$285K +$902 +4 +0.3%
FZCM
3059
Flynn Zito Capital Management
New York
$285K -$53.9K -239 -16%
SN
3060
Sittner & Nelson
Oregon
$285K +$15.3K +68 +6%
MWM
3061
Mascoma Wealth Management
New Hampshire
$284K +$9.78K +42 +4%
KAM
3062
KEB Asset Management
Illinois
$283K +$451 +2 +0.2%
CRI
3063
Colonial River Investments
Virginia
$283K +$7.89K +35 +3%
BFG
3064
Bouchey Financial Group
New York
$283K +$55.2K +245 +24%
FCMC
3065
Founders Capital Management (Connecticut)
Connecticut
$283K – – –
MWM
3066
Merriman Wealth Management
Washington
$281K +$2.25K +10 +0.8%
SFA
3067
Source Financial Advisors
New York
$281K +$281K +1,246 New
FP
3068
Financial Perspectives
Minnesota
$280K – – –
PFA
3069
Pathway Financial Advisors
Vermont
$280K – – –
ORC
3070
O'Rourke & Company
Massachusetts
$279K – – –
PCA
3071
Providence Capital Advisors
North Carolina
$278K +$27.7K +123 +11%
SP
3072
Successful Portfolios
Florida
$278K +$9.7K +43 +4%
OLVIG
3073
Oliver Lagore Vanvalin Investment Group
Michigan
$278K +$1.58K +7 +0.6%
WA
3074
Waterford Advisors
New York
$277K -$25.9K -115 -9%
AWAP
3075
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$276K -$16K -71 -5%
121 122
123
124 125