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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 %
IWM
3076
Integris Wealth Management
California
$275K -$28.2K -125 -9%
BC
3077
Bridgefront Capital
Texas
$275K +$275K +1,220 New
LWM
3078
LJI Wealth Management
Indiana
$274K -$13.5K -60 -5%
SIS
3079
Strategic Investment Solutions
Illinois
$273K +$676 +3 +0.2%
MTC
3080
McDaniel Terry & Co
Texas
$273K -$221K -980 -45%
WWP
3081
Waypoint Wealth Partners
California
$273K -$22.3K -99 -8%
TDC
3082
Thompson Davis & Co
Virginia
$272K – – –
AR
3083
Apeiron RIA
Texas
$271K -$46.1K -204 -15%
ODG
3084
O'Dell Group
Ohio
$271K +$225 +1 +0.1%
Dodge & Cox
3085
Dodge & Cox
California
$271K -$124K -550 -31%
CMP
3086
Courage Miller Partners
Virginia
$271K – – –
MSA
3087
McAlister Sweet & Associates
Texas
$271K – – –
MC
3088
Machina Capital
France
$269K +$27.5K +122 +11%
NC
3089
NovaPoint Capital
Georgia
$269K +$1.13K +5 +0.4%
GC
3090
Gibson Capital
Pennsylvania
$268K +$6.31K +28 +2%
BBWP
3091
Beacon Bridge Wealth Partners
Pennsylvania
$266K -$225 -1 -0.1%
MAWA
3092
Moss Adams Wealth Advisors
Washington
$266K -$25K -111 -9%
FDS
3093
Freedom Day Solutions
Texas
$265K – – –
FCA
3094
Fortis Capital Advisors
Kansas
$265K -$13.5K -60 -5%
CCG
3095
Coastwise Capital Group
California
$265K -$22.6K -100 -8%
FWA
3096
Freedom Wealth Alliance
Wisconsin
$264K +$7.22K +32 +3%
FA
3097
Faithward Advisors
Pennsylvania
$264K +$264K +1,141 New
CGA
3098
Crescent Grove Advisors
Illinois
$263K -$6.76K -30 -3%
PRWA
3099
Platte River Wealth Advisors
Colorado
$263K – – –
BDFN
3100
Bond & Devick Financial Network
Minnesota
$263K +$263K +1,165 New
122 123
124
125 126