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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 %
AWP
1301
Ascent Wealth Partners
New York
$5.34M +$66.5K +295 +1%
MGAM
1302
McGowan Group Asset Management
Texas
$5.33M +$502K +2,226 +10%
SC
1303
Sawyer & Company
Massachusetts
$5.33M -$159K -700 -3%
SI
1304
Shaker Investments
Ohio
$5.32M +$51.4K +228 +1%
CIC
1305
Chase Investment Counsel
Virginia
$5.29M +$3.19M +14,165 +152%
TLP
1306
Trinity Legacy Partners
Texas
$5.27M +$51.4K +228 +1%
SFP
1307
Shepherd Financial Partners
Massachusetts
$5.25M -$719K -3,187 -12%
LOPW
1308
Live Oak Private Wealth
North Carolina
$5.25M +$86.6K +384 +2%
PM
1309
Phraction Management
Connecticut
$5.24M +$11.9K +53 +0.2%
AUB
1310
Atlantic Union Bankshares
Virginia
$5.24M -$203K -899 -4%
BFW
1311
Brady Family Wealth
Missouri
$5.23M +$46.2K +205 +0.9%
KP
1312
Keel Point
Alabama
$5.23M -$31.6K -140 -0.6%
MMM
1313
Mendel Money Management
Illinois
$5.21M +$63.8K +283 +1%
PCM
1314
Poehling Capital Management
Wisconsin
$5.21M -$451 -2 -0%
KCPG
1315
Kavar Capital Partners Group
Kansas
$5.21M -$122K -542 -2%
IAM
1316
Innovis Asset Management
Illinois
$5.2M -$1.15M -5,112 -18%
CIA
1317
Capital Investment Advisors
Georgia
$5.18M -$142K -632 -3%
AC
1318
Asio Capital
Kentucky
$5.16M +$20.1K +89 +0.4%
MCM
1319
McDonough Capital Management
Florida
$5.15M -$3.38K -15 -0.1%
WG
1320
Welch Group
Alabama
$5.14M +$144K +637 +3%
PB
1321
Pinnacle Bancorp
Nebraska
$5.12M -$85.7K -380 -2%
SCM
1322
Spring Capital Management
Texas
$5.1M -$2.93K -13 -0.1%
BZWA
1323
Blue Zone Wealth Advisors
California
$5.1M -$41.7K -185 -0.8%
DWM
1324
Dorchester Wealth Management
Quebec, Canada
$5.1M +$678K +3,009 +15%
CG
1325
Cynosure Group
Utah
$5.1M -$1.84M -8,160 -27%
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