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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 %
SA
3401
SRH Advisors
Kansas
$6K -$1.29K -6 -18%
MIM
3402
Macroview Investment Management
Maryland
$5.69K – – –
CWA
3403
Carolina Wealth Advisors
South Carolina
$5.19K – – –
CPA
3404
Cowen Prime Advisors
New York
$5K +$5K +23 New
TJHA
3405
Thomas J. Herzfeld Advisors
Florida
$4.96K – – –
NSG
3406
Nalls Sherbakoff Group
Tennessee
$4.89K +$4.89K +22 New
UFF
3407
USA Financial Formulas
Michigan
$4.28K +$4.28K +19 New
PPWM
3408
PFG Private Wealth Management
Florida
$4.06K -$225 -1 -5%
BAM
3409
Baldrige Asset Management
Pennsylvania
$4K – – –
JIR
3410
James Investment Research
Ohio
$3K -$214 -1 -7%
VF
3411
VitalStone Financial
Texas
$3K – – –
RMC
3412
Resources Management Corp
Connecticut
$2K -$86.6K -8,482 -98%
GWM
3413
Guardian Wealth Management
Illinois
$1.83K – – –
KHC
3414
Koesten Hirschmann & Crabtree
Kansas
$1.8K +$1.8K +8 New
DWA
3415
Delos Wealth Advisors
Texas
$1.35K -$28.2K -125 -95%
FGAM
3416
Financial Gravity Asset Management
Texas
$331 +$229 +469 +225%
SFCL
3417
Strengthening Families & Communities LLC
Massachusetts
$108 +$9 +40 +9%
Holocene Advisors
3418
Holocene Advisors
New York
– -$202M -973,102 Closed
WRCM
3419
Whale Rock Capital Management
Massachusetts
– -$117M -561,473 Closed
IAIM
3420
International Assets Investment Management
Florida
– -$3.82M -238,568 Closed
QC
3421
Quadrature Capital
United Kingdom
– -$40.4M -194,531 Closed
OAG
3422
Orbis Allan Gray
Bermuda
– -$33.5M -161,163 Closed
CHP
3423
Castle Hook Partners
New York
– -$20M -96,224 Closed
AF
3424
Ally Financial
Michigan
– -$12.3M -59,000 Closed
Group One Trading
3425
Group One Trading
Illinois
– -$10.6M -50,973 Closed
135 136
137
138 139