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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 %
BIG
1176
Builder Investment Group
Georgia
$6.53M – – –
NCM
1177
Noesis Capital Mangement
Florida
$6.52M +$120K +531 +2%
HA
1178
Herold Advisors
New York
$6.51M +$144K +639 +2%
BA
1179
Bristlecone Advisors
Washington
$6.51M +$6.54K +29 +0.1%
CCM
1180
Chickasaw Capital Management
Tennessee
$6.51M -$254K -1,125 -4%
ECM
1181
Evergreen Capital Management
Washington
$6.49M +$206K +914 +3%
GCL
1182
Gouws Capital LLC
North Carolina
$6.45M +$21.6K +96 +0.3%
TCA
1183
Transcend Capital Advisors
New Jersey
$6.45M -$404K -1,794 -6%
VCA
1184
Verdence Capital Advisors
Maryland
$6.44M +$2.78M +12,352 +76%
ACS
1185
Archford Capital Strategies
Illinois
$6.42M +$81K +355 +1%
ROC
1186
Running Oak Capital
Minnesota
$6.4M +$3.57M +15,847 +127%
GIA
1187
GHP Investment Advisors
Colorado
$6.39M +$351K +1,558 +6%
LSWM
1188
Lorne Steinberg Wealth Management
Canada
$6.39M -$41.7K -185 -0.6%
HR
1189
Howe & Rusling
New York
$6.39M -$1.92M -8,512 -23%
CIG
1190
Consolidated Investment Group
Colorado
$6.38M – – –
AA
1191
Ancora Advisors
Ohio
$6.38M +$178K +788 +3%
CHC
1192
City Holding Co
West Virginia
$6.37M -$119K -530 -2%
PIA
1193
Petredis Investment Advisors
Pennsylvania
$6.37M +$80K +355 +1%
APTFM
1194
AGUR Provident & Training Funds Management
Israel
$6.36M – – –
JAM
1195
JCIC Asset Management
Ontario, Canada
$6.35M +$61.3K +272 +1%
WWA
1196
WCG Wealth Advisors
Nevada
$6.34M +$296K +1,312 +5%
LWMM
1197
Legacy Wealth Management (Mississippi)
Mississippi
$6.32M – – –
MCM
1198
Maytus Capital Management
New York
$6.31M +$6.31M +28,000 New
CCA
1199
Covey Capital Advisors
Georgia
$6.3M +$96.9K +430 +2%
TW
1200
Transform Wealth
Colorado
$6.3M +$3.08M +13,656 +96%
46 47
48
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