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 %
AF
3501
Affiance Financial
Minnesota
– -$184K -884 Closed
CASC
3502
Coppell Advisory Solutions Corp
Texas
– -$154K -740 Closed
CAS
3503
Coppell Advisory Solutions
Texas
– -$154K -740 Closed
LWP
3504
Laurel Wealth Planning
Minnesota
– -$152K -732 Closed
MWM
3505
MinichMacGregor Wealth Management
New York
– -$148K -713 Closed
LAM
3506
Lakewood Asset Management
Illinois
– -$145K -700 Closed
GFL
3507
Granite FO LLC
New Hampshire
– -$128K -589 Closed
GTCM
3508
Gyon Technologies Capital Management
New Jersey
– -$101K -486 Closed
CA
3509
Corrado Advisors
New Jersey
– -$95.2K -458 Closed
ACP
3510
Arcus Capital Partners
Georgia
– -$92K -443 Closed
SL
3511
Sonnipe Ltd
Isle Of Man
– -$91.6K -441 Closed
MUMSS
3512
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$71K -340 Closed
EE
3513
EWG Elevate
California
– -$70K -337 Closed
WOSD
3514
WFA of San Diego
California
– -$66.5K -320 Closed
FIM
3515
FWL Investment Management
Texas
– -$64.4K -310 Closed
IFA
3516
Interactive Financial Advisors
Illinois
– -$59.8K -288 Closed
UOTTAIMCU
3517
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$59K -285 Closed
WI
3518
WJ Interests
Texas
– -$54.4K -262 Closed
PFC
3519
Phocas Financial Corp
California
– -$49.4K -238 Closed
Q
3520
QVR
California
– -$45.3K -218 Closed
MSCM
3521
McElhenny Sheffield Capital Management
Texas
– -$31.2K -150 Closed
MPCL
3522
My Personal CFO LLC
Washington
– -$20.2K -97 Closed
RTL
3523
Red Tortoise LLC
Georgia
– -$18.7K -90 Closed
LTI
3524
Laffer Tengler Investments
Tennessee
– -$12.3K -59 Closed
PWS
3525
Paragon Wealth Strategies
Florida
– -$9.14K -44 Closed
138 139 140
141
142