V icon

Visa
V

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 %
EC
3176
EdgeRock Capital
Colorado
$226K +$226K +1,002 New
MAA
3177
Matrix Asset Advisors
New York
$226K +$226K +1,001 New
BA
3178
Bridge Advisory
California
$226K +$226K +1,000 New
MIM
3179
Merrion Investment Management
New Jersey
$225K – – –
NIM
3180
Nexus Investment Management
Ontario, Canada
$225K – – –
AI
3181
ArchPoint Investors
Florida
$225K – – –
BWM
3182
BigSur Wealth Management
Florida
$225K – – –
W
3183
WealthOne
New York
$225K +$4.06K +18 +2%
RP
3184
Rowlandmiller & Partners
Georgia
$224K -$40.8K -181 -15%
POIA
3185
Pin Oak Investment Advisors
Texas
$224K +$76.3K +339 +52%
BSAM
3186
Blue Square Asset Management
New York
$224K – – –
ST
3187
Sabal Trust
Florida
$223K -$178K -788 -44%
FWP
3188
Falcon Wealth Planning
California
$222K +$2.48K +11 +1%
LA
3189
Lifeworks Advisors
Michigan
$222K +$222K +983 New
WCFA
3190
Walkner Condon Financial Advisors
Wisconsin
$221K +$221K +983 New
HIG
3191
Heritage Investment Group
Florida
$221K – – –
EWM
3192
Edge Wealth Management
New York
$221K – – –
RIS
3193
Retirement Income Solutions
Michigan
$220K +$220K +975 New
JWA
3194
JFS Wealth Advisors
Pennsylvania
$220K -$4.51K -20 -2%
TW
3195
Towerpoint Wealth
California
$220K +$220K +974 New
HCM
3196
Hilton Capital Management
New York
$219K +$219K +1,056 New
ONST
3197
Old North State Trust
North Carolina
$219K – – –
CW
3198
Cook Wealth
North Carolina
$219K -$5.73K -25 -3%
TWP
3199
Tempus Wealth Planning
California
$219K -$114K -506 -34%
AW
3200
Apricus Wealth
South Carolina
$218K – – –
126 127
128
129 130