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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 %
WAS
1351
Winch Advisory Services
Wisconsin
$4.85M -$116K -513 -2%
SB
1352
Strategic Blueprint
Georgia
$4.85M +$821K +3,643 +20%
HAS
1353
HBW Advisory Services
California
$4.83M -$178K -788 -4%
BRC
1354
Bishop Rock Capital
New York
$4.83M -$456K -2,022 -9%
CW
1355
CIC Wealth
Maryland
$4.82M -$36.8K -163 -0.8%
CP
1356
CenterBook Partners
Connecticut
$4.82M -$2.1M -9,317 -30%
RAM
1357
Redmond Asset Management
Virginia
$4.8M -$182K -807 -4%
CANC
1358
Culbertson A N & Co
Virginia
$4.79M +$333K +1,477 +7%
LWM
1359
Laidlaw Wealth Management
New York
$4.78M +$23.9K +106 +0.5%
OHWP
1360
Oak Harbor Wealth Partners
North Carolina
$4.77M +$178K +789 +4%
RWM
1361
RBA Wealth Management
California
$4.76M +$144K +638 +3%
PR
1362
Payden & Rygel
California
$4.76M +$519K +2,300 +12%
SWM
1363
SFG Wealth Management
Maryland
$4.75M +$22.8K +101 +0.5%
MCP
1364
Mirador Capital Partners
California
$4.75M -$326K -1,446 -6%
UC
1365
Unio Capital
New Jersey
$4.75M -$1.29M -5,707 -21%
HKIM
1366
Hayek Kallen Investment Management
Alabama
$4.75M -$131K -580 -3%
BSW
1367
Buckingham Strategic Wealth
Missouri
$4.74M – – –
NCGI
1368
Next Century Growth Investors
Minnesota
$4.74M -$109K -483 -2%
MSAM
1369
Moloney Securities Asset Management
Missouri
$4.73M +$145K +643 +3%
CNBTD
1370
Citizens National Bank Trust Department
Mississippi
$4.71M -$11.3K -50 -0.2%
AAS
1371
Ameritas Advisory Services
Nebraska
$4.71M -$347K -1,511 -7%
SWS
1372
SYSTM Wealth Solutions
Illinois
$4.7M -$1.25M -5,549 -21%
B
1373
Bensler
Washington
$4.7M +$302K +1,339 +7%
ACM
1374
Aquatic Capital Management
Illinois
$4.69M +$474K +2,100 +11%
FNBOMD
1375
First National Bank of Mount Dora
Florida
$4.67M +$2.26K +10 +0%
53 54
55
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