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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 %
TSS
1101
Two Sigma Securities
New York
$7.44M +$7.1M +31,488 +2,083%
RPC
1102
Rossmore Private Capital
Connecticut
$7.44M -$59.7K -265 -0.8%
NP
1103
Nilsine Partners
Colorado
$7.42M +$7.42M +32,912 New
CI
1104
Conning Inc
Connecticut
$7.41M -$939K -4,166 -11%
CWG
1105
Cornerstone Wealth Group
North Carolina
$7.4M -$177K -783 -2%
FFA
1106
First Foundation Advisors
California
$7.39M -$885K -3,926 -11%
WWM
1107
Western Wealth Management
Colorado
$7.38M +$87.9K +390 +1%
WCM
1108
Wisconsin Capital Management
Wisconsin
$7.38M -$203K -900 -3%
DCM
1109
Donaldson Capital Management
Indiana
$7.34M -$1.61M -7,148 -18%
SCM
1110
Sitrin Capital Management
California
$7.26M -$53.7K -238 -0.7%
PFS
1111
Prospera Financial Services
Texas
$7.25M +$1.14M +5,040 +19%
AWM
1112
Axxcess Wealth Management
California
$7.22M -$145K -644 -2%
TCOO
1113
Trust Company of Oklahoma
Oklahoma
$7.19M -$79.8K -354 -1%
CS
1114
Comerica Securities
Michigan
$7.18M -$149K -663 -2%
SS
1115
Sunbelt Securities
Texas
$7.17M -$331K -1,490 -4%
WC
1116
Woodstock Corp
Massachusetts
$7.17M +$70.8K +314 +1%
EF
1117
Empirical Finance
Pennsylvania
$7.17M +$491K +2,176 +7%
WCM
1118
Whitener Capital Management
North Carolina
$7.12M -$47.3K -210 -0.7%
CFGS
1119
Concourse Financial Group Securities
Alabama
$7.12M -$298K -1,321 -4%
VAS
1120
Valicenti Advisory Services
New York
$7.12M +$371K +1,646 +6%
SCA
1121
Stokes Capital Advisors
South Carolina
$7.11M +$35.2K +156 +0.5%
RC
1122
Roundview Capital
New Jersey
$7.1M +$87.7K +389 +1%
BFG
1123
Berger Financial Group
Minnesota
$7.1M -$93.8K -416 -1%
FTDI
1124
First Trust Direct Indexing
Massachusetts
$7.09M +$39.5K +175 +0.6%
FCT
1125
Family Capital Trust
Massachusetts
$7.09M -$44K -195 -0.6%
43 44
45
46 47