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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 %
OMC
3451
Old Mission Capital
Illinois
– -$1.22M -5,869 Closed
PFG
3452
Peterson Financial Group
Iowa
– -$1.11M -5,343 Closed
LCM
3453
Laurion Capital Management
New York
– -$939K -4,522 Closed
NA
3454
Nordwand Advisors
Pennsylvania
– -$862K -4,149 Closed
AC
3455
Addison Capital
Pennsylvania
– -$847K -4,078 Closed
GWA
3456
GGM Wealth Advisors
Maryland
– -$775K -3,561 Closed
KI
3457
Keystone Investors
Singapore
– -$734K -3,535 Closed
CCM
3458
Compton Capital Management
Rhode Island
– -$703K -3,385 Closed
CI
3459
Cavalier Investments
Georgia
– -$701K -3,376 Closed
LIG
3460
Lokken Investment Group
Delaware
– -$603K -2,902 Closed
AP
3461
Advisors Preferred
Maryland
– -$594K -2,864 Closed
WCP
3462
Wick Capital Partners
Pennsylvania
– -$562K -2,703 Closed
SWIM
3463
Smallwood Wealth Investment Management
New Jersey
– -$541K -2,603 Closed
NERM
3464
New England Research & Management
Illinois
– -$497K -2,390 Closed
HI
3465
Harper Investing
California
– -$477K -2,295 Closed
TC
3466
TwinBeech Capital
New York
– -$462K -2,225 Closed
CAP
3467
Columbia Advisory Partners
Washington
– -$455K -2,190 Closed
SPA
3468
Sherbrooke Park Advisers
New York
– -$436K -2,100 Closed
NCG
3469
Newport Capital Group
New Jersey
– -$433K -2,085 Closed
BBL
3470
Beck Bode LLC
Massachusetts
– -$417K -2,009 Closed
GCM
3471
Greenland Capital Management
New York
– -$377K -1,815 Closed
CA
3472
Calton & Associates
Florida
– -$375K -1,804 Closed
FFG
3473
Ford Financial Group
California
– -$331K -1,594 Closed
RFO
3474
RiverGlades Family Offices
Florida
– -$322K -1,550 Closed
BAM
3475
Brave Asset Management
New Jersey
– -$295K -1,419 Closed
137 138
139
140 141