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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 %
GGI
1151
GPM Growth Investors
Michigan
$6.82M +$25.5K +113 +0.4%
WTFG
1152
Wells Trecaso Financial Group
Ohio
$6.81M +$39.5K +175 +0.6%
CWP
1153
Cyndeo Wealth Partners
Florida
$6.78M +$358K +1,588 +6%
FTC
1154
Farmers Trust Company
Ohio
$6.78M -$44.9K -199 -0.7%
SWIG
1155
Strategic Wealth Investment Group
Kentucky
$6.77M +$1.03M +4,560 +18%
RCM
1156
RNC Capital Management
California
$6.74M -$393K -1,742 -6%
GAM
1157
Griffin Asset Management
New York
$6.7M +$85.2K +378 +1%
SFA
1158
Sequoia Financial Advisors
Ohio
$6.67M +$249K +1,104 +4%
BCM
1159
Bancreek Capital Management
California
$6.67M +$351K +1,559 +6%
AWMT
1160
AAFMAA Wealth Management & Trust
North Carolina
$6.65M -$86.4K -383 -1%
LSA
1161
L & S Advisors
California
$6.65M +$6.65M +29,484 New
CPA
1162
Capital Planning Advisors
California
$6.65M -$103K -457 -2%
RFWA
1163
RPg Family Wealth Advisory
Massachusetts
$6.65M +$495K +2,195 +8%
TAM
1164
Townsend Asset Management
North Carolina
$6.64M -$122K -539 -2%
RIL
1165
Rothschild Investment LLC
Illinois
$6.64M +$676 +3 +0%
SAM
1166
Sawgrass Asset Management
Florida
$6.64M -$254K -1,126 -4%
AAM
1167
Azzad Asset Management
Virginia
$6.61M +$94.5K +419 +1%
CA
1168
Cullinan Associates
Kentucky
$6.6M +$396K +1,758 +6%
EWM
1169
Empirical Wealth Management
Washington
$6.6M -$831K -3,684 -11%
CT
1170
Clearstead Trust
Maine
$6.59M -$126K -561 -2%
GIM
1171
Goelzer Investment Management
Indiana
$6.59M -$211K -935 -3%
WP
1172
Waycross Partners
Kentucky
$6.58M +$809K +3,588 +14%
RWM
1173
Ritholtz Wealth Management
New York
$6.57M +$612K +2,716 +10%
EA
1174
Ellsworth Advisors
Ohio
$6.56M +$90.6K +402 +1%
TPCM
1175
Templeton & Phillips Capital Management
Tennessee
$6.55M – – –
45 46
47
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