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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 %
SC
1226
Settian Capital
New York
$6.02M – – –
CCM
1227
Condor Capital Management
New Jersey
$6.01M -$322K -1,429 -5%
AI
1228
AXS Investments
New York
$6.01M -$780K -3,458 -11%
SC
1229
Savant Capital
Illinois
$6M +$1.65M +7,311 +38%
DAS
1230
Dynamic Advisor Solutions
Arizona
$6M -$205K -911 -3%
CWM
1231
CMH Wealth Management
New Hampshire
$5.99M +$2.05M +9,105 +52%
CW
1232
Connectus Wealth
Ohio
$5.98M +$529K +2,994 +10%
DI
1233
Diligent Investors
California
$5.97M -$145K -641 -2%
ISL
1234
Ingalls & Snyder LLC
New York
$5.94M -$13.3K -59 -0.2%
NCM
1235
Nelson Capital Management
California
$5.93M -$339K -1,503 -5%
BS
1236
Bessemer Securities
New York
$5.89M -$699K -3,100 -11%
EH
1237
Equitable Holdings
New York
$5.89M +$200K +888 +4%
HCM
1238
Harvey Capital Management
Florida
$5.88M -$50.7K -225 -0.9%
TH
1239
TCTC Holdings
Texas
$5.87M +$381K +1,692 +7%
PCP
1240
Proficio Capital Partners
Massachusetts
$5.87M -$48.5K -215 -0.8%
QIM
1241
Quantitative Investment Management
Virginia
$5.85M +$5.85M +25,937 New
UF
1242
Univest Financial
Pennsylvania
$5.84M -$483K -2,144 -8%
LG
1243
Leuthold Group
Minnesota
$5.84M -$119K -529 -2%
PA
1244
PFG Advisors
Arizona
$5.82M -$58.6K -260 -1%
GC
1245
Guardian Capital
Ontario, Canada
$5.82M -$705K -3,126 -11%
AWA
1246
Arete Wealth Advisors
Illinois
$5.79M +$311K +1,379 +6%
GAAM
1247
Guinness Atkinson Asset Management
California
$5.78M -$122K -543 -2%
HIP
1248
HUB Investment Partners
Texas
$5.76M +$5.76M +25,561 New
SGA
1249
Strategic Global Advisors
California
$5.76M -$471K -2,089 -8%
OCM
1250
Olstein Capital Management
New York
$5.75M -$1.01M -4,500 -15%
48 49
50
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