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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 %
TWM
3476
Tanager Wealth Management
United Kingdom
– -$280K -1,350 Closed
BWM
3477
BCS Wealth Management
Tennessee
– -$270K -1,300 Closed
CC
3478
Callan Capital
California
– -$268K -1,292 Closed
CMS
3479
Capital Market Strategies
Florida
– -$263K -1,265 Closed
SLG
3480
Stanley-Laman Group
Pennsylvania
– -$259K -1,249 Closed
CST
3481
Charles Schwab Trust
Nevada
– -$253K -1,218 Closed
NFP
3482
Narus Financial Partners
Utah
– -$250K -1,201 Closed
VPP
3483
Vertex Planning Partners
Illinois
– -$248K -1,192 Closed
RW
3484
RVW Wealth
California
– -$240K -1,155 Closed
AAMC
3485
Asset Allocation & Management Company
Illinois
– -$239K -1,150 Closed
CI
3486
Carroll Investors
South Carolina
– -$235K -1,131 Closed
DFCM
3487
Dark Forest Capital Management
Puerto Rico
– -$234K -1,125 Closed
MWM
3488
Moran Wealth Management
Florida
– -$232K -1,115 Closed
CF
3489
Clarity Financial
Texas
– -$231K -1,114 Closed
LBC
3490
Lawrence B. Cohen
– -$231K -1,111 Closed
SKK
3491
Shepherd Kaplan Krochuk
Massachusetts
– -$225K -1,083 Closed
DWA
3492
Delap Wealth Advisory
Oregon
– -$216K -1,042 Closed
CA
3493
CapWealth Advisors
Tennessee
– -$215K -1,036 Closed
CWMU
3494
Caliber Wealth Management (Utah)
Utah
– -$213K -1,026 Closed
Belvedere Trading
3495
Belvedere Trading
Illinois
– -$210K -1,009 Closed
ECM
3496
EMC Capital Management
Texas
– -$208K -1,000 Closed
HCM
3497
HMS Capital Management
Tennessee
– -$205K -986 Closed
LCC
3498
Lincoln Capital Corp
Rhode Island
– -$204K -981 Closed
SEC
3499
Seven Eight Capital
New York
– -$202K -974 Closed
PFM
3500
Patton Fund Management
Texas
– -$200K -964 Closed
138 139
140
141 142