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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 %
MIM
3126
Marco Investment Management
Georgia
$243K – – –
ACM
3127
Academy Capital Management
Texas
$243K -$22.5K -100 -8%
CWA
3128
CJM Wealth Advisers
Virginia
$242K – – –
TWM
3129
Triton Wealth Management
Arizona
$242K -$3.38K -15 -1%
EGM
3130
Engineers Gate Manager
New York
$242K -$954K -4,233 -80%
OCM
3131
Orser Capital Management
Texas
$242K – – –
NCM
3132
Neumann Capital Management
California
$241K – – –
CWM
3133
Cherrydale Wealth Management
New Jersey
$240K +$17.6K +78 +8%
HPIA
3134
Hamilton Point Investment Advisors
North Carolina
$240K +$240K +1,065 New
WCG
3135
Weaver Consulting Group
California
$240K -$27.5K -122 -10%
SBF
3136
Sara-Bay Financial
Florida
$239K – – –
CWA
3137
Consilio Wealth Advisors
Washington
$238K +$16.9K +75 +8%
PAG
3138
Powers Advisory Group
Illinois
$238K +$225 +1 +0.1%
WA
3139
WESPAC Advisors
California
$238K +$238K +1,056 New
PTC
3140
Petrus Trust Company
Texas
$238K -$271K -1,204 -53%
TFA
3141
Triad Financial Advisors
North Carolina
$238K -$451 -2 -0.2%
SRG
3142
SBB Research Group
Illinois
$237K +$451 +2 +0.2%
FCMT
3143
Founders Capital Management (Texas)
Texas
$237K -$45.1K -200 -16%
FNBTCON
3144
First National Bank & Trust Co of Newtown
Pennsylvania
$236K – – –
DA
3145
DSC Advisors
Illinois
$236K -$69.7K -309 -23%
RIP
3146
RAM Investment Partners
Washington
$235K -$676 -3 -0.3%
LF
3147
LifeSteps Financial
California
$235K -$93.8K -416 -29%
RB
3148
Rodgers Brothers
Pennsylvania
$234K +$234K +1,040 New
KCFA
3149
Key Client Fiduciary Advisors
New Jersey
$234K -$9.92K -44 -4%
EA
3150
Eclectic Associates
California
$234K +$234K +1,038 New
124 125
126
127 128