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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 %
BFS
851
Bradley Foster & Sargent
Connecticut
$12.9M +$35.2K +156 +0.3%
CWM
852
Curi Wealth Management
North Carolina
$12.8M -$1.57M -6,948 -11%
TC
853
Tenere Capital
New York
$12.8M -$6.19M -27,460 -33%
ATI
854
Act Two Investors
California
$12.7M +$4.53M +20,071 +55%
DWP
855
Daymark Wealth Partners
Ohio
$12.7M +$416K +1,845 +3%
1C
856
1623 Capital
Virginia
$12.7M +$22.5K +100 +0.2%
GG
857
Greenwood Gearhart
Arkansas
$12.7M +$183K +812 +1%
MGWM
858
Marks Group Wealth Management
Minnesota
$12.7M +$4.35M +19,292 +52%
SWM
859
Segment Wealth Management
Texas
$12.6M +$317K +1,404 +3%
CAM
860
Cresset Asset Management
Illinois
$12.6M -$214K -947 -2%
JCM
861
Janney Capital Management
Pennsylvania
$12.6M -$863K -3,827 -6%
LNWWM
862
Laird Norton Wetherby Wealth Management
California
$12.6M +$333K +1,479 +3%
EIA
863
Edgemoor Investment Advisors
Maryland
$12.6M +$125K +555 +1%
SIC
864
Salem Investment Counselors
North Carolina
$12.6M -$223K -987 -2%
GIP
865
Gavilan Investment Partners
California
$12.5M +$4.11M +18,223 +49%
AC
866
Abbrea Capital
California
$12.5M +$10.1K +45 +0.1%
BWL
867
Bogart Wealth LLC
Virginia
$12.5M +$563K +2,496 +5%
MRCM
868
M&R Capital Management
New Jersey
$12.4M -$40.3K -179 -0.3%
HT
869
HighTower Trust
Texas
$12.4M -$4.32K -20 -0%
CIS
870
Connors Investor Services
Pennsylvania
$12.4M +$305K +1,354 +3%
TCM
871
Telos Capital Management
California
$12.4M +$213K +944 +2%
MC
872
Mayar Capital
United Kingdom
$12.3M – – –
HVIA
873
Hudson Valley Investment Advisors
New York
$12.3M +$6.3M +29,037 +105%
TAIM
874
Te Ahumairangi Investment Management
New Zealand
$12.3M -$317K -1,405 -3%
GLA
875
Great Lakes Advisors
Illinois
$12.2M -$816K -3,618 -6%
33 34
35
36 37