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 %
4WM
3201
4J Wealth Management
Virginia
$217K -$1.8K -8 -0.8%
GWI
3202
Grace & White Inc
New York
$216K +$216K +960 New
JJBC
3203
James J. Burns & Company
New York
$216K +$216K +955 New
WQ
3204
Wealth Quarterback
New Jersey
$215K -$5.64K -25 -3%
PA
3205
Prism Advisors
California
$215K +$215K +954 New
ML
3206
Mayport LLC
Massachusetts
$215K +$215K +954 New
CWM
3207
Campbell Wealth Management
Virginia
$215K -$7.9K -35 -4%
HFA
3208
Highland Financial Advisors
New Jersey
$215K +$215K +953 New
OGF
3209
Orin Green Financial
California
$214K +$214K +949 New
AFP
3210
Alpha Financial Partners
Kentucky
$213K -$9.02K -40 -4%
LC
3211
Landaas & Company
Wisconsin
$213K +$213K +946 New
FMI
3212
F/M Investments
District of Columbia
$213K +$213K +966 New
MP
3213
McDonald Partners
Ohio
$213K -$5.19K -23 -2%
JSAM
3214
J. Safra Asset Management
New York
$213K – – –
GCA
3215
Greenwood Capital Associates
South Carolina
$213K -$158K -702 -43%
SCA
3216
St. Clair Advisors
Ohio
$213K +$213K +943 New
CAM
3217
Crestone Asset Management
Colorado
$213K +$213K +943 New
CA
3218
CSM Advisors
Pennsylvania
$212K +$212K +940 New
CFA
3219
Capstone Financial Advisors
Illinois
$212K +$212K +940 New
VIA
3220
Virtus Investment Advisers
Connecticut
$211K +$211K +936 New
LWMG
3221
Levy Wealth Management Group
Pennsylvania
$211K +$211K +934 New
LAM
3222
Lifestyle Asset Management
Texas
$210K +$210K +933 New
OPPS
3223
Obsidian Personal Planning Solutions
Maryland
$210K +$210K +932 New
DDPIC
3224
Deroy & Devereaux Private Investment Counsel
Michigan
$210K +$210K +930 New
EPWM
3225
Essex Private Wealth Management
Massachusetts
$210K +$210K +930 New
127 128
129
130 131