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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 %
EF
3226
Exeter Financial
Arizona
$208K +$208K +919 New
AIA
3227
Affinity Investment Advisors
California
$208K -$17.6K -78 -8%
TMWM
3228
Taylor & Morgan Wealth Management
Michigan
$208K -$13.1K -58 -6%
SIG
3229
Spinnaker Investment Group
California
$207K +$207K +916 New
FWM
3230
FFT Wealth Management
Pennsylvania
$206K +$206K +915 New
NED
3231
Nancy E. Dempze
$206K +$206K +914 New
SFG
3232
Sterling Financial Group
California
$206K – – –
KWM
3233
KFG Wealth Management
Indiana
$205K +$205K +881 New
FVWA
3234
Foster Victor Wealth Advisors
South Carolina
$205K +$205K +901 New
HS
3235
Horan Securities
United States
$205K +$3.38K +15 +2%
FFP
3236
Forbes Financial Planning
Rhode Island
$204K +$204K +904 New
VCWA
3237
Vanguard Capital Wealth Advisors
Colorado
$203K -$14.9K -66 -7%
PCA
3238
Private Capital Advisors
Connecticut
$203K +$203K +900 New
PAIM
3239
Punch & Associates Investment Management
Minnesota
$203K +$203K +900 New
SC
3240
Schulhoff & Co
Ohio
$203K +$203K +900 New
BCMLT
3241
Beacon Capital Management LLC (Tennessee)
Tennessee
$203K +$2.93K +13 +1%
FWM
3242
FSA Wealth Management
Massachusetts
$202K +$202K +898 New
IFAM
3243
Institutional & Family Asset Management
Colorado
$202K -$6.76K -30 -3%
RWMG
3244
Redwood Wealth Management Group
New Jersey
$202K +$202K +898 New
VCM
3245
Vivaldi Capital Management
Illinois
$202K -$420K -1,862 -67%
VW
3246
Vance Wealth
California
$202K +$202K +897 New
C
3247
Covestor
United Kingdom
$202K -$146K -649 -42%
IIA
3248
Integral Investment Advisors
California
$201K +$201K +891 New
SWP
3249
ShoreHaven Wealth Partners
New Jersey
$201K +$201K +891 New
MCM
3250
Maple Capital Management
Vermont
$200K +$200K +889 New
128 129
130
131 132