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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 %
AWM
3301
Abound Wealth Management
Tennessee
$113K -$86.1K -382 -43%
HCM
3302
Highlander Capital Management
New Jersey
$113K -$67.8K -300 -38%
TFM
3303
TFC Financial Management
Massachusetts
$111K +$4.96K +22 +5%
BC
3304
Barrett & Company
Rhode Island
$108K – – –
FA
3305
Financial Avengers
California
$107K +$225 +1 +0.2%
2L
3306
25 LLC
Missouri
$106K +$106K +457 New
TLA
3307
Tanglewood Legacy Advisors
Texas
$106K – – –
FNBOSM
3308
First National Bank of South Miami
Florida
$105K -$4.96K -22 -5%
TC
3309
Tacita Capital
Ontario, Canada
$100K – – –
IWP
3310
IAG Wealth Partners
Wisconsin
$96.9K +$11.3K +50 +13%
PA
3311
PSI Advisors
Florida
$93.9K -$1.13K -5 -1%
CCC
3312
Chelsea Counsel Company
California
$92.4K -$180K -800 -66%
BDS
3313
Banco de Sabadell
Florida
$92K +$12K +54 +15%
PG
3314
Proffitt & Goodson
Tennessee
$91.5K – – –
ARS
3315
Adirondack Retirement Specialists
New York
$90.4K – – –
HB
3316
Horizon Bancorp
Indiana
$90K – – –
LSV Asset Management
3317
LSV Asset Management
Illinois
$90K – – –
BHWM
3318
Bay Harbor Wealth Management
Maryland
$88.2K – – –
GAG
3319
Goodman Advisory Group
Massachusetts
$87K – – –
DWMG
3320
DB Wealth Management Group
California
$86.2K – – –
GG
3321
Gleason Group
Kentucky
$85.9K +$225 +1 +0.3%
MTIM
3322
Marathon Trading Investment Management
Pennsylvania
$81.8K -$283K -1,255 -78%
CYG
3323
Clean Yield Group
Vermont
$81.6K – – –
ICM
3324
Islay Capital Management
Texas
$78.9K -$18.9K -84 -19%
AIC
3325
Ayalon Insurance Company
Israel
$77K -$1.24M -5,505 -94%
131 132
133
134 135