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 %
COCM
3251
Charter Oak Capital Management
New Hampshire
$200K +$200K +887 New
KFS
3252
Kelly Financial Services
Massachusetts
$198K -$3.38K -15 -2%
FMP
3253
Financial Management Professionals
Texas
$198K +$122K +544 +162%
RFA
3254
Register Financial Advisors
Georgia
$190K +$22.6K +100 +13%
TAM
3255
Tucker Asset Management
Colorado
$188K +$19.8K +88 +12%
TAIM
3256
TD Ameritrade Investment Management
Nebraska
$183K -$171K -756 -48%
PP
3257
PrairieView Partners
Minnesota
$183K – – –
Commonwealth Equity Services
3258
Commonwealth Equity Services
Massachusetts
$181K -$1.21K -5,367 -0.7%
SC
3259
Slow Capital
California
$180K +$180K +800 New
BA
3260
Bellwether Advisors
Nebraska
$180K – – –
TIM
3261
Tortoise Investment Management
New York
$177K – – –
EARNEST Partners
3262
EARNEST Partners
Georgia
$177K – – –
FDCC
3263
Foster Dykema Cabot & Co
Massachusetts
$174K +$174K +773 New
HWM
3264
HighMark Wealth Management
Minnesota
$174K +$69.4K +308 +67%
DAL
3265
Delta Accumulation LLC
California
$172K +$225 +1 +0.1%
TCM
3266
Tradewinds Capital Management
Washington
$170K +$18.5K +82 +12%
MIHAS
3267
Maj Invest Holding A/S
Denmark
$169K – – –
EWP
3268
Elevation Wealth Partners
California
$166K +$166K +737 New
CMP
3269
Coston McIsaac & Partners
Maine
$164K – – –
VNA
3270
Valley National Advisers
Pennsylvania
$163K +$5.12K +22 +3%
CWA
3271
Core Wealth Advisors
Florida
$163K -$7.67K -34 -5%
TFGT
3272
TS Financial Group (TSFG)
Illinois
$158K – – –
MLA
3273
MB, Levis & Associates
Pennsylvania
$158K – – –
GITFIT
3274
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$158K – – –
AWM
3275
AllSquare Wealth Management
New York
$156K – – –
129 130
131
132 133