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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 %
EFS
1251
Essex Financial Services
Connecticut
$5.73M +$257K +1,139 +5%
PL
1252
Perpetual Ltd
Australia
$5.72M +$5.72M +25,359 New
ADL
1253
Asset Dedication LLC
California
$5.7M +$210K +937 +4%
MGIA
1254
Moneta Group Investment Advisors
Missouri
$5.69M +$1.13M +4,996 +25%
GP
1255
Greenline Partners
New York
$5.69M -$381K -1,691 -6%
TPA
1256
Trivium Point Advisory
Connecticut
$5.68M +$75.1K +333 +1%
AT
1257
American Trust
Kentucky
$5.67M -$426K -1,888 -7%
IWP
1258
Icon Wealth Partners
Texas
$5.66M +$5.66M +25,088 New
CIM
1259
Corbyn Investment Management
Maryland
$5.65M -$864K -3,832 -13%
SCM
1260
Stevens Capital Management
Pennsylvania
$5.65M +$5.65M +25,040 New
FGA
1261
Fortis Group Advisors
New Jersey
$5.64M +$5.64M +24,220 New
RA
1262
Rovida Advisors
Florida
$5.63M -$2.25M -10,000 -29%
IWM
1263
IHT Wealth Management
Illinois
$5.61M +$34.7K +154 +0.6%
SIA
1264
Schechter Investment Advisors
Michigan
$5.61M +$47.8K +212 +0.9%
SC
1265
Searle & Co
Connecticut
$5.6M -$25.1K -108 -0.4%
SIA
1266
Sage Investment Advisers
New York
$5.6M -$50.1K -222 -0.9%
BCA
1267
Bray Capital Advisors
Florida
$5.59M -$60.6K -269 -1%
MA
1268
Mezzasalma Advisors
New Jersey
$5.59M -$63.1K -280 -1%
SW
1269
SlateStone Wealth
Florida
$5.59M +$14.2K +63 +0.3%
DI
1270
DFPG Investments
Utah
$5.58M +$1.36M +6,045 +32%
ERSOT
1271
Employees Retirement System of Texas
Texas
$5.57M +$1.15M +5,097 +26%
BCFD
1272
Boit C.F. David
$5.57M – – –
MG
1273
Mather Group
Illinois
$5.56M +$602K +2,669 +12%
SCM
1274
Saber Capital Management
North Carolina
$5.56M -$7.79M -34,567 -58%
FM
1275
Family Management
New York
$5.54M -$94.2K -418 -2%
49 50
51
52 53