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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 %
UFG
1576
United Fire Group
Iowa
$3.38M -$2.25M -10,000 -40%
VFM
1577
Viking Fund Management
North Dakota
$3.38M – – –
ST
1578
Smithfield Trust
Pennsylvania
$3.38M -$43.1K -191 -1%
LBWM
1579
Left Brain Wealth Management
Illinois
$3.38M +$3.38M +14,522 New
CCIA
1580
Cherry Creek Investment Advisors
Colorado
$3.38M -$4.74K -21 -0.1%
GCP
1581
GSA Capital Partners
United Kingdom
$3.38M +$1.29M +5,702 +62%
HIP
1582
Harrell Investment Partners
Texas
$3.37M +$204K +907 +6%
TCM
1583
Twin Capital Management
Pennsylvania
$3.36M -$583K -2,587 -15%
CAAS
1584
Capital Asset Advisory Services
Michigan
$3.36M +$39.7K +176 +1%
MYIA
1585
Mount Yale Investment Advisors
Colorado
$3.36M -$259K -1,149 -7%
CWS
1586
Confluence Wealth Services
Pennsylvania
$3.36M +$362K +1,607 +12%
TC
1587
Trium Capital
United Kingdom
$3.34M -$186K -826 -5%
1IA
1588
1834 Investment Advisors
Wisconsin
$3.34M +$1.95M +8,650 +140%
AFP
1589
Ausdal Financial Partners
Iowa
$3.34M +$52.1K +231 +2%
SVCP
1590
Silicon Valley Capital Partners
California
$3.33M +$246K +1,089 +8%
AHB
1591
Abner Herrman & Brock
New Jersey
$3.33M -$6.54K -29 -0.2%
EWM
1592
Executive Wealth Management
Michigan
$3.33M +$1.92M +8,506 +136%
CICI
1593
Capital Investment Counsel Inc
North Carolina
$3.32M – – –
DP
1594
Dearborn Partners
Illinois
$3.32M -$289K -1,282 -8%
BOS
1595
Bank of Stockton
California
$3.31M -$211K -936 -6%
FMTCOCP
1596
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.31M +$111K +492 +3%
WA
1597
Wambolt & Associates
Colorado
$3.3M +$76.9K +336 +2%
ESB
1598
Essex Savings Bank
Connecticut
$3.3M -$21.4K -95 -0.6%
NWM
1599
Northcape Wealth Management
New York
$3.3M +$838K +3,717 +34%
SWM
1600
Sugarloaf Wealth Management
Georgia
$3.3M -$149K -661 -4%
62 63
64
65 66