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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
1451
WESPAC Advisors SoCal
California
$4.11M -$160K -710 -4%
RWA
1452
Roberts Wealth Advisors
California
$4.1M +$111K +489 +3%
CIP
1453
Chartwell Investment Partners
Pennsylvania
$4.08M +$110K +490 +3%
PP
1454
Pacifica Partners
Canada
$4.08M +$15.8K +70 +0.4%
CG
1455
Cutler Group
California
$4.08M +$366K +1,622 +10%
ACM
1456
Alpha Capital Management
Texas
$4.07M – – –
ACP
1457
Aviance Capital Partners
Florida
$4.05M +$59.3K +263 +1%
PWS
1458
Peterson Wealth Services
Utah
$4.05M +$329K +1,462 +9%
NC
1459
NBW Capital
Massachusetts
$4.05M +$45.1K +200 +1%
SWM
1460
SeaCrest Wealth Management
New York
$4.05M -$122K -543 -3%
WG
1461
Watchman Group
Texas
$4.05M +$14.9K +66 +0.4%
WGCA
1462
Wolf Group Capital Advisors
Virginia
$4.05M -$484K -2,145 -11%
SEEDPG
1463
S.E.E.D. Planning Group
New York
$4.05M -$248K -1,102 -6%
HFM
1464
Hartford Financial Management
Connecticut
$4.05M -$189K -838 -4%
DPIM
1465
Duff & Phelps Investment Management
Illinois
$4.04M +$45.1K +200 +1%
CT
1466
Chicago Trust
Illinois
$4.04M -$258K -1,145 -6%
LC
1467
Legacy CG
Texas
$4.03M +$31.3K +139 +0.8%
SXL
1468
Summit X LLC
Missouri
$4.03M -$352K -1,561 -8%
LSPW
1469
Lake Street Private Wealth
Illinois
$4.02M -$28.4K -126 -0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1470
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.02M -$5.81M -25,781 -59%
PCM
1471
Princeton Capital Management
New Jersey
$4.02M -$582K -2,582 -13%
CA
1472
Cornerstone Advisory
Maryland
$4.02M +$2.93K +13 +0.1%
PA
1473
Prossimo Advisors
California
$4.01M -$63.1K -280 -2%
CCG
1474
Ceeto Capital Group
Florida
$4.01M +$35.6K +158 +0.9%
MADR
1475
Milestones Administradora de Recursos
Brazil
$4.01M +$2.14M +9,500 +115%
57 58
59
60 61