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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 %
SIAG
1476
Signet Investment Advisory Group
Rhode Island
$4M +$7.44K +33 +0.2%
FAP
1477
Financial Advisory Partners
Florida
$4M -$56.1K -249 -1%
FLI
1478
Family Legacy Inc
South Carolina
$3.95M +$131K +581 +3%
CSC
1479
Caldwell Sutter Capital
California
$3.94M -$4.51K -20 -0.1%
YDMI
1480
Y.D. More Investments
Israel
$3.94M -$22.5K -100 -0.6%
ECAM
1481
East Coast Asset Management
Massachusetts
$3.94M +$41.7K +185 +1%
CCFP
1482
Charles Carroll Financial Partners
Massachusetts
$3.93M +$169K +750 +4%
RCA
1483
Resonant Capital Advisors
Wisconsin
$3.93M +$104K +460 +3%
RCWM
1484
Royal Capital Wealth Management
Indiana
$3.92M +$136K +602 +4%
PL
1485
Parkwood LLC
Ohio
$3.92M +$443K +1,965 +13%
SFO
1486
Stokes Family Office
Louisiana
$3.92M +$246K +1,093 +7%
GFA
1487
Gifford Fong Associates
California
$3.92M -$2.8M -12,425 -42%
WPC
1488
White Pine Capital
Minnesota
$3.91M +$11K +49 +0.3%
CA
1489
Crewe Advisors
Utah
$3.9M -$18K -80 -0.5%
CFS
1490
CRA Financial Services
New Jersey
$3.9M -$30.9K -137 -0.8%
SFS
1491
Strategic Financial Services
New York
$3.88M -$85.2K -378 -2%
GRP
1492
Global Retirement Partners
California
$3.88M +$739K +3,269 +23%
QI
1493
Qtron Investments
Massachusetts
$3.88M +$93.8K +416 +2%
JWCA
1494
J.W. Cole Advisors
Florida
$3.87M +$56.1K +249 +1%
ADIM
1495
Alpha DNA Investment Management
Maryland
$3.87M +$1.76M +7,818 +84%
STAS
1496
Strong Tower Advisory Services
Minnesota
$3.86M -$31.1K -138 -0.8%
WR
1497
WD Rutherford
Oregon
$3.86M -$193K -855 -5%
SBIA
1498
Sheaff Brock Investment Advisors
Indiana
$3.86M -$3.74M -16,598 -49%
ECG
1499
Edge Capital Group
Georgia
$3.84M +$1.4M +6,210 +57%
OLA
1500
Oliver Luxxe Assets
New Jersey
$3.84M -$49.2K -218 -1%
58 59
60
61 62