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 %
WA
1626
Wealth Alliance
New York
$3.16M +$81.6K +362 +3%
1SB
1627
1ST Source Bank
Indiana
$3.15M -$94.7K -420 -3%
NHT
1628
New Hampshire Trust
New Hampshire
$3.15M -$341K -1,513 -10%
BHWM
1629
Bar Harbor Wealth Management
New Hampshire
$3.15M -$155K -686 -5%
HIS
1630
Horizon Investment Services
Indiana
$3.13M +$2.57M +11,401 +456%
WHAM
1631
Windmill Hill Asset Management
United Kingdom
$3.13M – – –
WWM
1632
Wolff Wiese Magana
California
$3.12M -$1.58K -7 -0.1%
GCM
1633
Geneva Capital Management
Wisconsin
$3.12M -$232K -1,031 -7%
MF
1634
Manchester Financial
California
$3.11M -$23.7K -105 -0.8%
AGA
1635
Accuvest Global Advisors
Utah
$3.11M -$4.41M -19,566 -59%
AIM
1636
AMI Investment Management
Indiana
$3.11M +$8.34K +37 +0.3%
IEFM
1637
IQ EQ Fund Management
Ireland
$3.1M -$93.6K -415 -3%
BCM
1638
Brasada Capital Management
Texas
$3.09M +$1.09M +4,819 +54%
IFWM
1639
Institute for Wealth Management
Colorado
$3.09M -$81.6K -362 -3%
PPC
1640
Park Place Capital
Alabama
$3.08M -$258K -1,145 -8%
SC
1641
Solstein Capital
California
$3.07M -$152K -676 -5%
PFU
1642
Parus Finance (UK)
United Kingdom
$3.07M +$3.07M +13,626 New
SIM
1643
Sentry Investment Management
Wisconsin
$3.07M +$246K +1,092 +9%
JFL
1644
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.06M -$2.48K -11 -0.1%
WG
1645
Winton Group
United Kingdom
$3.06M +$137K +608 +5%
AWM
1646
Aries Wealth Management
Maine
$3.06M -$22.5K -100 -0.7%
OMC
1647
Overbrook Management Corp
New York
$3.04M -$77.6K -344 -2%
FFN
1648
Focus Financial Network
Minnesota
$3.04M +$96.5K +428 +3%
CAC
1649
Certified Advisory Corp
Florida
$3.02M +$77.6K +344 +3%
IFPG
1650
Intrepid Financial Planning Group
Indiana
$3.01M -$21.4K -95 -0.7%
64 65
66
67 68