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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 %
MMA
1326
Miracle Mile Advisors
California
$5.1M -$227K -1,005 -4%
SFS
1327
Sowell Financial Services
Arkansas
$5.07M -$1.22M -5,410 -19%
BHB
1328
Bank Hapoalim BM
Israel
$5.06M -$777K -3,446 -13%
JSC
1329
Jackson Square Capital
California
$5.06M +$60.6K +269 +1%
PWM
1330
Purus Wealth Management
California
$5.04M -$46.9K -208 -0.9%
BDA
1331
Borer Denton & Associates
Pennsylvania
$5.03M +$358K +1,589 +8%
BAM
1332
Belpointe Asset Management
Nevada
$5.01M +$723K +3,206 +17%
ATPW
1333
Ashton Thomas Private Wealth
Arizona
$5.01M +$155K +686 +3%
WA1
1334
Wimmer Associates 1
California
$4.99M -$259K -1,111 -5%
FNB
1335
Farmers National Bank
Kentucky
$4.99M -$66.5K -295 -1%
CC
1336
Codex Capital
New York
$4.98M – – –
AI
1337
Atom Investors
Texas
$4.97M +$199K +884 +4%
SIAP
1338
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.97M -$41K -182 -0.8%
TFS
1339
Thoroughbred Financial Services
Tennessee
$4.97M +$58.2K +258 +1%
LCM
1340
Legato Capital Management
California
$4.96M +$74.9K +332 +2%
BP
1341
Ballentine Partners
Massachusetts
$4.94M +$217K +961 +5%
HIC
1342
Hartline Investment Corp
Illinois
$4.94M +$4.51K +20 +0.1%
CAM
1343
Carret Asset Management
New York
$4.92M -$53.7K -238 -1%
BFM
1344
Boothbay Fund Management
New York
$4.91M +$4.62M +20,490 +1,580%
WSTAM
1345
Wilbanks Smith & Thomas Asset Management
Virginia
$4.91M +$7.67K +34 +0.2%
HWA
1346
Heritage Wealth Advisors
Virginia
$4.9M +$84.8K +376 +2%
WPW
1347
Waldron Private Wealth
Pennsylvania
$4.9M +$545K +2,416 +13%
FMTC
1348
Farmers & Merchants Trust Company
California
$4.87M -$34K -151 -0.7%
RCM
1349
RB Capital Management
Nevada
$4.87M +$28K +124 +0.6%
BCM
1350
Bridgeway Capital Management
Texas
$4.86M -$864K -3,830 -15%
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