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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 %
SCM
1551
Schnieders Capital Management
California
$3.54M -$5.64K -25 -0.2%
BG
1552
Bollard Group
Massachusetts
$3.53M +$4.28K +19 +0.1%
BHA
1553
Beech Hill Advisors
New York
$3.53M -$29.5K -131 -0.8%
FIM
1554
Fernwood Investment Management
Massachusetts
$3.53M +$401K +1,778 +13%
PP
1555
Pegasus Partners
Wisconsin
$3.53M -$31.1K -138 -0.9%
SFM
1556
Signet Financial Management
New Jersey
$3.51M -$41.5K -184 -1%
GKFF
1557
George Kaiser Family Foundation
Oklahoma
$3.51M – – –
AP
1558
Arlington Partners
Alabama
$3.5M +$516K +2,290 +17%
WKWM
1559
Walter & Keenan Wealth Management
Indiana
$3.49M -$296K -1,311 -8%
SAM
1560
Security Asset Management
New York
$3.48M -$987K -4,376 -22%
KC
1561
Kingfisher Capital
North Carolina
$3.48M +$1.8K +8 +0.1%
CHAM
1562
Clear Harbor Asset Management
Connecticut
$3.47M +$3.19M +14,130 +1,130%
WAC
1563
William Allan Corp
Colorado
$3.46M -$11.5K -51 -0.3%
AMBIA
1564
Allen Mooney & Barnes Investment Advisors
Georgia
$3.46M -$123K -547 -3%
SACTSONJ
1565
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.45M – – –
LS
1566
Leelyn Smith
Illinois
$3.43M -$2.6M -11,546 -43%
WANY
1567
Wealthspire Advisors (New York)
New York
$3.43M -$969K -4,296 -22%
AWAU
1568
Alliance Wealth Advisors (Utah)
Utah
$3.42M +$135K +598 +4%
FANJ
1569
Financial Architects (New Jersey)
New Jersey
$3.42M -$113K -501 -3%
MCM
1570
MV Capital Management
Maryland
$3.42M +$51.2K +227 +2%
AT
1571
Arden Trust
Delaware
$3.41M -$665K -2,952 -16%
SIP
1572
Stoneridge Investment Partners
Pennsylvania
$3.41M -$148K -658 -4%
CCG
1573
Cloverfields Capital Group
Minnesota
$3.39M +$472K +2,095 +16%
HDIM
1574
Hanson & Doremus Investment Management
Vermont
$3.39M +$22.5K +100 +0.7%
DA
1575
Doliver Advisors
Texas
$3.38M -$119K -527 -3%
61 62
63
64 65