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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 %
TWM
3151
Trevian Wealth Management
Massachusetts
$234K +$450 +2 +0.2%
GF
3152
Goodman Financial
Texas
$234K +$234K +1,037 New
UI
3153
Unconventional Investor
New Hampshire
$233K – – –
BHPW
3154
Beverly Hills Private Wealth
California
$233K +$233K +1,034 New
AIP
3155
Ahrens Investment Partners
Louisiana
$233K -$901 -4 -0.4%
FNA
3156
First National Advisers
Nebraska
$233K +$233K +1,035 New
JF
3157
Joule Financial
Kentucky
$233K – – –
APG
3158
Abacus Planning Group
South Carolina
$232K – – –
BIA
3159
Bell Investment Advisors
California
$231K +$5.19K +23 +2%
GAA
3160
Green Alpha Advisors
Colorado
$231K – – –
BMA
3161
Brooks Moore & Associates
Tennessee
$231K +$13.5K +60 +6%
OC
3162
Oarsman Capital
Wisconsin
$231K +$231K +1,024 New
HWM
3163
Horizon Wealth Management
Illinois
$230K -$22.8K -101 -9%
EM
3164
ELCO Management
New York
$230K – – –
AIMC
3165
Alley Investment Management Company
Illinois
$230K – – –
ACM
3166
AUA Capital Management
Pennsylvania
$230K – – –
AMC
3167
Asset Management Corp
Illinois
$230K – – –
AWA
3168
Aletheian Wealth Advisors
Washington
$229K +$229K +1,016 New
HGWM
3169
Horst & Graben Wealth Management
Oregon
$229K +$226 +1 +0.1%
CFA
3170
Compass Financial Advisors
Indiana
$229K -$2.26K -10 -1%
GC
3171
Gratus Capital
Georgia
$229K -$38.3K -170 -14%
TCWA
3172
Ten Capital Wealth Advisors
Washington
$228K +$16.5K +73 +8%
BHIA
3173
Birch Hill Investment Advisors
Massachusetts
$228K +$1.13K +5 +0.5%
CAM
3174
Costello Asset Management
Pennsylvania
$227K – – –
BDF
3175
Black Diamond Financial
Maryland
$227K – – –
125 126
127
128 129