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 %
BHWM
3376
Beaird Harris Wealth Management
Texas
$23K -$67.6K -300 -75%
SC
3377
Steph & Co
Wisconsin
$22.8K – – –
LFA
3378
Legend Financial Advisors
Pennsylvania
$22.5K -$65.8K -292 -74%
GWSA
3379
Global Wealth Strategies & Associates
Colorado
$22.5K -$5.64K -25 -20%
PO
3380
Private Ocean
California
$21.4K -$36.1K -160 -63%
DI
3381
Disciplined Investments
Oklahoma
$20.3K -$3.83K -17 -16%
FSWA
3382
Financial Synergies Wealth Advisors
Texas
$20.1K +$3.83K +17 +24%
BCPWM
3383
Bradley & Co Private Wealth Management
Florida
$18.9K – – –
JMF
3384
Johnson Midwest Financial
Iowa
$18K – – –
NF
3385
Norwood Financial
Pennsylvania
$16.9K – – –
WFA
3386
West Financial Advisors
Iowa
$16.2K – – –
HWP
3387
Highline Wealth Partners
California
$15.1K +$1.35K +6 +10%
TWD
3388
True Wealth Design
Ohio
$14.2K +$9.47K +42 +200%
BC
3389
Belmont Capital
California
$12.2K – – –
PS
3390
PayPay Securities
Japan
$11K -$3.61K -16 -25%
ECM
3391
Everence Capital Management
Indiana
$10.8K – – –
FWA
3392
FSC Wealth Advisors
New York
$10.4K – – –
HRC
3393
Hoertkorn Richard Charles
$10.4K – – –
RIM
3394
Ranger Investment Management
Texas
$8.79K – – –
MBFW
3395
Morton Brown Family Wealth
Pennsylvania
$8.79K +$8.79K +39 New
CWM
3396
Cranbrook Wealth Management
Michigan
$8.77K – – –
BWS
3397
Buck Wealth Strategies
Colorado
$8.68K +$8.68K +39 New
CM
3398
Cornerstone Management
Georgia
$7.67K – – –
LIM
3399
Longfellow Investment Management
Massachusetts
$6.31K – – –
YAL
3400
Your Advocates Ltd
Texas
$6.09K – – –
134 135
136
137 138