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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 %
SWM
1376
Sendero Wealth Management
Texas
$4.66M +$373K +1,655 +9%
FCM
1377
Fairbanks Capital Management
California
$4.66M +$172K +765 +4%
TFA
1378
Teamwork Financial Advisors
Texas
$4.66M -$461K -2,044 -9%
ECM
1379
Exchange Capital Management
Michigan
$4.65M -$4.96K -22 -0.1%
AWM
1380
Avitas Wealth Management
California
$4.65M -$680K -3,015 -13%
GWM
1381
GDS Wealth Management
Texas
$4.64M +$501K +2,221 +12%
CWA
1382
Clarity Wealth Advisors
California
$4.63M +$72.8K +323 +2%
Empower Advisory Group
1383
Empower Advisory Group
Colorado
$4.61M +$4.61M +20,151 New
FSA
1384
Fort Sheridan Advisors
Illinois
$4.61M +$455K +2,020 +11%
ECM
1385
EagleClaw Capital Management
Massachusetts
$4.59M -$513K -2,275 -10%
UCMOK
1386
United Capital Management of KS
Kansas
$4.59M +$22.1K +98 +0.5%
BIM
1387
Baldwin Investment Management
Pennsylvania
$4.59M -$387K -1,715 -8%
CC
1388
Cannell & Co
New York
$4.58M -$10.8K -48 -0.2%
BFA
1389
Benedict Financial Advisors
Georgia
$4.57M +$232K +1,030 +5%
MAS
1390
Meeder Advisory Services
Ohio
$4.56M +$180K +797 +4%
PVI
1391
Pine Valley Investments
New Jersey
$4.55M +$4.55M +20,130 New
HWM
1392
Hohimer Wealth Management
Washington
$4.55M +$99K +439 +2%
JRP
1393
Jasper Ridge Partners
California
$4.55M – – –
MWM
1394
Mission Wealth Management
California
$4.54M +$28.4K +126 +0.6%
AIA
1395
Armor Investment Advisors
North Carolina
$4.54M -$174K -772 -4%
FMN
1396
Financial Management Network
California
$4.54M -$19.1K -84 -0.4%
GPTE
1397
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.54M – – –
GCM
1398
Glynn Capital Management
California
$4.51M – – –
SVWAG
1399
Sound View Wealth Advisors Group
Georgia
$4.5M -$721K -3,198 -14%
MWM
1400
Madison Wealth Management
Ohio
$4.5M -$7.89K -35 -0.2%
54 55
56
57 58