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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 %
GFS
1201
GYL Financial Synergies
Connecticut
$6.27M +$4.92M +21,837 +365%
GW
1202
GW & Wade
Massachusetts
$6.26M -$30.9K -137 -0.5%
LIP
1203
Lighthouse Investment Partners
Florida
$6.23M +$1.23M +5,451 +25%
CUAMC
1204
China Universal Asset Management Company
China
$6.21M -$203K -900 -3%
CT
1205
Colonial Trust
South Carolina
$6.21M -$92K -408 -1%
IAN
1206
Integrated Advisors Network
Texas
$6.21M +$133K +592 +2%
HSA
1207
HBK Sorce Advisory
Pennsylvania
$6.17M -$7.04M -31,226 -53%
IB
1208
Iyo Bank
Japan
$6.17M – – –
ECML
1209
Eagle Capital Management (Louisiana)
Louisiana
$6.16M -$125K -553 -2%
FFWA
1210
FRG Family Wealth Advisors
Washington
$6.16M -$269K -1,195 -4%
HW
1211
Hedeker Wealth
Illinois
$6.14M +$244K +1,080 +4%
SWA
1212
Stratos Wealth Advisors
Ohio
$6.11M -$52.3K -232 -0.8%
TIP
1213
Torray Investment Partners
Maryland
$6.11M -$1.64M -7,278 -21%
NFC
1214
Northeast Financial Consultants
Connecticut
$6.11M -$46.9K -208 -0.8%
MFG
1215
Merit Financial Group
Georgia
$6.1M +$275K +1,220 +5%
AWA
1216
Aaron Wealth Advisors
Illinois
$6.09M +$49.8K +221 +0.8%
JC
1217
JB Capital
Connecticut
$6.09M -$3.11M -13,805 -34%
CCT
1218
Capital City Trust
Florida
$6.08M +$40.4K +179 +0.7%
CF
1219
Cantor Fitzgerald
New York
$6.07M +$3.41M +15,116 +128%
IIM
1220
Ipswich Investment Management
Massachusetts
$6.07M -$106K -472 -2%
GEA
1221
Glen Eagle Advisors
New Jersey
$6.06M -$285K -1,266 -4%
FHB
1222
First Hawaiian Bank
Hawaii
$6.06M +$507K +2,247 +9%
MKA
1223
M. Kulyk & Associates
Georgia
$6.05M +$170K +754 +3%
MIC
1224
Means Investment Company
Maine
$6.04M +$9.92K +44 +0.2%
DFA
1225
Delta Financial Advisors
Louisiana
$6.04M -$25.9K -115 -0.4%
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