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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 %
HI
1601
Harbour Investments
Wisconsin
$3.28M +$75.8K +336 +2%
NCM
1602
Northside Capital Management
Oregon
$3.27M +$451 +2 +0%
MIC
1603
MU Investments Company
Japan
$3.27M -$178K -800 -5%
BMCM
1604
Bryn Mawr Capital Management
Pennsylvania
$3.27M -$92.4K -410 -3%
SWP
1605
Strategic Wealth Partners
Ohio
$3.26M +$342K +1,517 +12%
SFS
1606
Stiles Financial Services
Minnesota
$3.26M -$32.9K -146 -1%
AA
1607
Auxano Advisors
Washington
$3.25M +$49.6K +220 +2%
CCB
1608
Country Club Bank
Missouri
$3.25M -$4.67K -21 -0.1%
FFA
1609
Fairfield Financial Advisors
Massachusetts
$3.25M +$5.11K +23 +0.2%
FRA
1610
Front Row Advisors
California
$3.25M +$4.51K +20 +0.1%
TGAM
1611
TBH Global Asset Management
Tennessee
$3.25M +$374K +1,658 +13%
HH
1612
Hilltop Holdings
Texas
$3.24M -$55.7K -247 -2%
NL
1613
NVWM LLC
Pennsylvania
$3.24M -$39.7K -176 -1%
GIM
1614
Guardian Investment Management
California
$3.22M +$1.19M +20,433 +58%
UIA
1615
Ulland Investment Advisors
Minnesota
$3.21M -$119K -530 -4%
ISWM
1616
Independent Solutions Wealth Management
New York
$3.19M +$2.26K +10 +0.1%
PWPS
1617
Pinnacle Wealth Planning Services
Ohio
$3.19M +$62.2K +276 +2%
HCM
1618
Hollencrest Capital Management
California
$3.19M +$1.34M +5,930 +72%
KWA
1619
KCS Wealth Advisory
California
$3.19M -$4.51K -20 -0.1%
BFG
1620
Beacon Financial Group
Texas
$3.18M -$192K -848 -6%
HFM
1621
Harvest Fund Management
China
$3.18M +$199K +882 +7%
EM
1622
Excalibur Management
Massachusetts
$3.18M -$9.02K -40 -0.3%
PE
1623
Point72 Europe
United Kingdom
$3.17M -$2.43M -10,800 -43%
BC
1624
Bartlett & Co
Ohio
$3.17M -$45.1K -200 -1%
BCWM
1625
Bartlett & Co Wealth Management
Ohio
$3.17M -$45.1K -200 -1%
63 64
65
66 67