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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 %
SLI
1076
Sumitomo Life Insurance
Japan
$8M -$52.1K -231 -0.6%
HI
1077
Horizon Investments
North Carolina
$8M -$4.07M -18,077 -34%
WA
1078
Wealth Advisors
California
$7.96M -$228K -1,000 -3%
BI
1079
Berkeley Inc
Idaho
$7.95M -$32.2K -143 -0.4%
AMM
1080
American Money Management
California
$7.9M +$65.2K +289 +0.8%
TYCC
1081
Texas Yale Capital Corp
Florida
$7.87M +$5.19K +23 +0.1%
QT
1082
Quantbot Technologies
New York
$7.81M -$2.27M -10,066 -23%
LFAS
1083
Level Four Advisory Services
Texas
$7.81M +$1.53M +6,773 +24%
BL
1084
Balentine LLC
Georgia
$7.79M -$210K -931 -3%
SH
1085
SeaTown Holdings
Singapore
$7.76M -$13.5M -60,000 -64%
S
1086
SignatureFD
Georgia
$7.71M +$152K +672 +2%
NFG
1087
Nations Financial Group
Iowa
$7.69M +$1.04M +4,621 +16%
NCM
1088
Novare Capital Management
North Carolina
$7.68M -$129K -572 -2%
PGDP
1089
Pragma Gestao de Patrimonio
Brazil
$7.67M +$4.73M +21,000 +162%
TF
1090
Threadgill Financial
Texas
$7.66M -$20.1K -89 -0.3%
KAS
1091
Kemnay Advisory Services
New York
$7.63M -$8.29M -36,788 -52%
PCTC
1092
Perkins Coie Trust Company
Washington
$7.63M +$364K +1,613 +5%
EWA
1093
EP Wealth Advisors
California
$7.59M -$12.9M -177,238 -63%
IWA
1094
IBEX Wealth Advisors
New Jersey
$7.59M +$57.3K +254 +0.8%
BCM
1095
Buckhead Capital Management
Georgia
$7.58M +$106K +469 +1%
NCM
1096
Narwhal Capital Management
Georgia
$7.57M -$1.28M -5,699 -15%
NG
1097
NWK Group
California
$7.53M -$46.2K -205 -0.6%
FFAM
1098
Forge First Asset Management
Canada
$7.51M -$3.4M -15,100 -31%
AWM
1099
Apollon Wealth Management
South Carolina
$7.46M -$58.2K -258 -0.8%
CA
1100
Clearstead Advisors
Ohio
$7.45M +$814K +3,611 +12%
42 43
44
45 46