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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 %
IRAG
1426
Investment Research & Advisory Group
Georgia
$4.31M -$6.09K -27 -0.1%
WAS
1427
Wealth Advisory Solutions
Indiana
$4.31M -$248K -1,100 -5%
MHS
1428
M Holdings Securities
Oregon
$4.29M -$464K -2,061 -10%
CGL
1429
Clarius Group LLC
Washington
$4.27M -$89.7K -398 -2%
LSAG
1430
Lake Street Advisors Group
New Hampshire
$4.25M +$159K +706 +4%
JAG
1431
Journey Advisory Group
Kentucky
$4.25M -$926K -4,109 -18%
LOAMS
1432
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.25M +$215K +955 +5%
TAM
1433
Trust Asset Management
Texas
$4.24M +$37.7K +167 +0.9%
CF
1434
Centaurus Financial
California
$4.24M +$361K +1,602 +9%
PVH
1435
Psagot Value Holdings
Israel
$4.23M -$791K -3,589 -16%
DBT
1436
Dubuque Bank & Trust
Iowa
$4.22M -$214K -950 -5%
LMKC
1437
L.M. Kohn & Company
Ohio
$4.22M +$30K +133 +0.7%
PFS
1438
Physicians Financial Services
North Carolina
$4.21M – – –
WDA
1439
Wendell David Associates
New Hampshire
$4.21M -$45.1K -200 -1%
NC
1440
Northcape Capital
Australia
$4.2M +$45.3K +201 +1%
BST
1441
Bath Savings Trust
Maine
$4.19M +$128K +566 +3%
BCFS
1442
Butensky & Cohen Financial Security
Florida
$4.18M -$26.6K -118 -0.6%
ICG
1443
InterOcean Capital Group
Tennessee
$4.17M -$380K -1,687 -8%
BB
1444
Busey Bank
Illinois
$4.15M -$352K -1,562 -8%
HVP
1445
Hudson Value Partners
Florida
$4.15M -$14K -62 -0.3%
SLWA
1446
San Luis Wealth Advisors
California
$4.15M +$618K +2,742 +17%
MLIC
1447
Mandatum Life Insurance Company
Finland
$4.14M – – –
LFM
1448
LGT Fund Management
Liechtenstein
$4.14M -$676K -3,000 -14%
TL
1449
Tradewinds LLC
North Carolina
$4.13M +$4.13M +18,321 New
CAM
1450
Centre Asset Management
New York
$4.12M +$65.4K +290 +2%
56 57
58
59 60