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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 %
GWA
3101
Geometric Wealth Advisors
District of Columbia
$262K – – –
SC
3102
Saturna Capital
Washington
$261K -$83.2K -369 -24%
FWM
3103
Focused Wealth Management
New York
$259K +$46.4K +206 +22%
GA
3104
Gateway Advisory
New Jersey
$259K +$259K +1,148 New
AA
3105
AJ Advisors
Tennessee
$259K -$40.1K -178 -13%
AAG
3106
Armstrong Advisory Group
Massachusetts
$259K – – –
GHAM
3107
Gilman Hill Asset Management
Connecticut
$258K -$17.8K -79 -6%
MLFP
3108
MPS Loria Financial Planners
Illinois
$256K +$4.51K +20 +2%
BWM
3109
Baystate Wealth Management
Massachusetts
$256K +$5.19K +23 +2%
WPWM
3110
Western Pacific Wealth Management
Illinois
$255K +$16K +71 +7%
GWM
3111
GSB Wealth Management
Connecticut
$255K -$6.31K -28 -2%
KL
3112
KWMG LLC
Kansas
$254K +$254K +1,125 New
FWM
3113
Fortress Wealth Management
California
$253K – – –
BRA
3114
Bender Robert & Associates
California
$253K – – –
RAG
3115
RIA Advisory Group
Iowa
$253K +$253K +1,120 New
WP
3116
Wealthspan Partners
Iowa
$252K -$57.1K -253 -18%
HIM
3117
Hillsdale Investment Management
Ontario, Canada
$251K +$40.6K +180 +19%
BC
3118
Brio Consultants
California
$248K +$21.2K +94 +9%
RIA
3119
RPG Investment Advisory
California
$247K -$22.1K -98 -8%
STB
3120
S&T Bank
Pennsylvania
$247K -$155K -685 -39%
AIA
3121
AIMZ Investment Advisors
California
$247K – – –
WWM
3122
Wagner Wealth Management
South Carolina
$246K – – –
AWS
3123
Arkfeld Wealth Strategies
Nebraska
$244K – – –
TCB
3124
Texas Capital Bancshares
Texas
$244K +$5.64K +25 +2%
WCAMG
3125
Woodard & Company Asset Management Group
North Carolina
$243K – – –
123 124
125
126 127