V icon

Visa
V

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 %
VWM
1501
Venturi Wealth Management
Texas
$3.84M -$146K -648 -4%
HCM
1502
Highview Capital Management
Illinois
$3.83M +$79.4K +352 +2%
RA
1503
RiverPark Advisors
New York
$3.83M -$233K -1,034 -6%
SFG
1504
Sowa Financial Group
Rhode Island
$3.82M -$555K -2,461 -13%
SW
1505
StrongBox Wealth
Missouri
$3.81M -$23.9K -106 -0.6%
OAM
1506
Oak Asset Management
California
$3.81M -$12.6K -56 -0.3%
HBT
1507
Hills Bank & Trust
Iowa
$3.81M -$13.3K -59 -0.3%
PBT
1508
Pictet Bank & Trust
Bahamas
$3.8M +$53K +235 +1%
APGDR
1509
Absoluto Partners Gestao de Recursos
Brazil
$3.8M -$155K -689 -4%
MCCP
1510
Mission Creek Capital Partners
California
$3.8M -$233K -1,032 -6%
WBC
1511
West Branch Capital
Massachusetts
$3.8M -$14.9K -66 -0.4%
CAC
1512
Core Alternative Capital
Georgia
$3.79M +$172K +762 +5%
SAG
1513
SageView Advisory Group
California
$3.78M +$1.82M +8,087 +93%
AFC
1514
AFT Forsyth & Company
Florida
$3.76M -$45.1K -200 -1%
ANTB
1515
AMG National Trust Bank
Colorado
$3.76M -$77.8K -345 -2%
KF
1516
Krilogy Financial
Missouri
$3.76M +$641K +2,841 +21%
KWM
1517
Keebeck Wealth Management
Illinois
$3.75M +$429K +1,901 +13%
FM
1518
Freemont Management
Switzerland
$3.75M – – –
FMB
1519
Field & Main Bank
Kentucky
$3.74M +$42.2K +187 +1%
PS
1520
Pensionfund Sabic
Netherlands
$3.74M -$271K -1,200 -7%
IBOK
1521
Independence Bank of Kentucky
Kentucky
$3.74M -$27.7K -123 -0.7%
CW
1522
CreativeOne Wealth
Kansas
$3.73M -$393K -1,744 -10%
GWM
1523
Graybill Wealth Management
Illinois
$3.72M +$7.89K +35 +0.2%
OPW
1524
Oxler Private Wealth
New York
$3.71M -$60K -266 -2%
CDH
1525
Charles D. Hyman
$3.69M -$19.2K -85 -0.5%
59 60
61
62 63