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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 %
GI
1276
GS Investments
Minnesota
$5.54M -$10.1K -45 -0.2%
CCM
1277
Cinctive Capital Management
New York
$5.53M +$1.02M +4,542 +23%
WA
1278
WP Advisors
California
$5.51M +$11.3K +50 +0.2%
PA
1279
Profund Advisors
Maryland
$5.51M +$471K +2,091 +9%
VHAM
1280
Van Hulzen Asset Management
California
$5.5M +$1.66M +7,387 +43%
SIM
1281
Stratos Investment Management
Ohio
$5.49M -$49.6K -220 -0.9%
FAIM
1282
Financial Advocates Investment Management
Washington
$5.47M +$592K +2,627 +12%
CWA
1283
CM Wealth Advisors
Ohio
$5.47M +$5.1M +22,348 +1,369%
BWM
1284
BerganKDV Wealth Management
Minnesota
$5.47M +$400K +1,773 +8%
KIA
1285
Knollwood Investment Advisory
Maryland
$5.47M – – –
PGAM
1286
Princeton Global Asset Management
New Jersey
$5.46M +$458K +2,033 +9%
HTC
1287
Haverford Trust Company
Pennsylvania
$5.44M +$223K +991 +4%
GIA
1288
Gladstone Institutional Advisory
Florida
$5.43M -$1.06M -4,720 -16%
ACA
1289
Atlas Capital Advisors
Wyoming
$5.42M +$45.1K +200 +0.8%
SFA
1290
Souders Financial Advisors
Ohio
$5.42M -$87.3K -387 -2%
IB
1291
Intrust Bank
Kansas
$5.42M +$422K +1,872 +8%
RDWM
1292
Red Door Wealth Management
Tennessee
$5.39M +$196K +868 +4%
IMOV
1293
Investment Management of Virginia
Virginia
$5.39M -$9.7K -43 -0.2%
LA
1294
LVW Advisors
New York
$5.38M +$65.2K +289 +1%
DEA
1295
DoubleLine ETF Adviser
Florida
$5.38M +$3.07M +13,603 +133%
VLC
1296
Van Leeuwen & Company
New Jersey
$5.38M +$1.31M +5,817 +32%
MWA
1297
Meridian Wealth Advisors
Texas
$5.36M +$188K +835 +4%
LMIM
1298
Lockheed Martin Investment Management
Maryland
$5.36M -$8.64M -38,340 -62%
CCT
1299
Chemung Canal Trust
New York
$5.35M +$3.54M +15,719 +196%
S
1300
SimplyRich
California
$5.35M – – –
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