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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 %
CG
1126
CFO4Life Group
Texas
$7.08M +$630K +2,796 +10%
MICM
1127
Matthews International Capital Management
California
$7.08M +$7.08M +31,399 New
TIM
1128
Thompson Investment Management
Wisconsin
$7.07M +$2.41M +10,692 +52%
TC
1129
Telemus Capital
Michigan
$7.06M +$421K +1,868 +6%
CWM
1130
Chronos Wealth Management
Florida
$7.05M -$37.9K -168 -0.5%
ACM
1131
AlphaStar Capital Management
North Carolina
$7.04M +$3.16M +14,670 +82%
DAM
1132
Diamant Asset Management
Connecticut
$7.02M -$13.5K -60 -0.2%
CIM
1133
Chapman Investment Management
California
$7.01M -$241K -1,071 -3%
BB
1134
Berkshire Bank
Massachusetts
$7M -$230K -1,020 -3%
P
1135
Pitcairn
Pennsylvania
$7M -$6.76K -30 -0.1%
JF
1136
Jump Financial
Illinois
$6.96M +$26.8K +119 +0.4%
AssetMark Inc
1137
AssetMark Inc
California
$6.96M +$389K +1,725 +6%
SCA
1138
Sage Capital Advisors
South Dakota
$6.95M +$896K +3,974 +15%
BCM
1139
Brookstone Capital Management
Illinois
$6.95M +$982K +4,207 +16%
CWM
1140
Concentric Wealth Management
California
$6.94M +$10.4K +46 +0.1%
MCM
1141
Mitchell Capital Management
Kansas
$6.94M +$153K +677 +2%
CT
1142
Coastline Trust
Rhode Island
$6.94M +$7.67K +34 +0.1%
CWP
1143
CFM Wealth Partners
Texas
$6.93M -$31.1K -138 -0.4%
FEG
1144
Financial Enhancement Group
Indiana
$6.92M +$1.94M +8,430 +39%
MWM
1145
Marietta Wealth Management
Georgia
$6.91M -$368K -1,634 -5%
BAM
1146
Bell Asset Management
Australia
$6.9M -$5.4M -23,952 -44%
HWA
1147
HCR Wealth Advisors
California
$6.87M -$153K -680 -2%
HCA
1148
Harbour Capital Advisors
Virginia
$6.87M +$276K +1,225 +4%
ST
1149
Spinnaker Trust
Maine
$6.84M -$629K -2,791 -8%
CAM
1150
Cypress Asset Management
Texas
$6.83M -$83.4K -370 -1%
44 45
46
47 48