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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 %
MCA
3351
Maryland Capital Advisors
Maryland
$45.1K – – –
AW
3352
Avion Wealth
Texas
$45K +$2.06K +10 +5%
EIM
3353
Essex Investment Management
Massachusetts
$44.9K – – –
RDFA
3354
Ritter Daniher Financial Advisory
Ohio
$40.4K – – –
KM
3355
Kalos Management
Georgia
$39.9K +$39.9K +177 New
SSC
3356
Syverson Strege & Co
Iowa
$39.8K +$225 +1 +0.6%
EAM
3357
Eukles Asset Management
Ohio
$39.7K – – –
MDCM
3358
Morgan Dempsey Capital Management
Wisconsin
$39.5K -$5.64K -25 -13%
AA
3359
AlphaMark Advisors
Kentucky
$39K – – –
RA
3360
Rise Advisors
New York
$37.7K +$1.13K +5 +3%
JFG
3361
JDM Financial Group
Texas
$37.3K +$5.85K +26 +19%
DCM
3362
Disciplina Capital Management
Tennessee
$36.4K -$4.05K -18 -10%
CMA
3363
Cedar Mountain Advisors
Oregon
$35.4K -$7.22K -32 -17%
RI
3364
Ridgewood Investments
New Jersey
$35K +$35K +155 New
PCM
3365
Perritt Capital Management
Illinois
$34K – – –
CFG
3366
CKW Financial Group
Hawaii
$34K – – –
FFL
3367
Financial Freedom LLC
Ohio
$33.3K -$1.13K -5 -3%
SCA
3368
Stuart Chaussee & Associates
California
$32K – – –
MFA
3369
McClarren Financial Advisors
Pennsylvania
$32K – – –
BBPWM
3370
Blue Bell Private Wealth Management
Pennsylvania
$30.7K -$2.26K -10 -7%
RG
3371
Retirement Group
California
$30K +$6.99K +31 +30%
GM
3372
GeoWealth Management
Illinois
$28K +$438 +2 +2%
GIS
3373
Grayhawk Investment Strategies
Alberta, Canada
$27K +$6.52K +21 +32%
DF
3374
DecisionPoint Financial
Arizona
$25.7K +$17.8K +79 +226%
CIR
3375
Clear Investment Research
Georgia
$24.6K -$902 -4 -4%
133 134
135
136 137