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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 %
SC
1651
Scholtz & Company
Connecticut
$3.01M +$2.26K +10 +0.1%
LAIC
1652
Lederer & Associates Investment Counsel
California
$2.98M -$65.2K -289 -2%
CIAS
1653
Capital Investment Advisory Services
North Carolina
$2.97M -$343K -1,522 -10%
RFN
1654
RDA Financial Network
Iowa
$2.97M +$63.1K +280 +2%
MFG
1655
Magnus Financial Group
New York
$2.97M +$144K +640 +5%
CAM
1656
Cubic Asset Management
Massachusetts
$2.95M +$14K +62 +0.5%
AWE
1657
Avidian Wealth Enterprises
Texas
$2.95M +$364K +1,616 +14%
BP
1658
BBR Partners
New York
$2.94M +$51.6K +229 +2%
AWM
1659
Ameliora Wealth Management
Switzerland
$2.94M -$343K -1,523 -10%
TAC
1660
Twenty Acre Capital
Pennsylvania
$2.93M -$2.2M -9,770 -43%
VIP
1661
Vantage Investment Partners
Missouri
$2.93M +$850K +3,771 +41%
TA
1662
Tiedemann Advisors
New York
$2.92M +$618K +2,743 +27%
LFG
1663
Larson Financial Group
Missouri
$2.92M -$23.2K -103 -0.8%
BFA
1664
Buttonwood Financial Advisors
Maryland
$2.91M +$1.13K +5 +0%
IAS
1665
IMA Advisory Services
Colorado
$2.9M +$85.7K +380 +3%
FNBSF
1666
First National Bank Sioux Falls
South Dakota
$2.9M +$4.74K +21 +0.2%
TSWM
1667
Triangle Securities Wealth Management
North Carolina
$2.89M -$78.2K -347 -3%
BJL
1668
Brighton Jones LLC
Washington
$2.89M -$337K -1,493 -10%
WSC
1669
Wellington Shields & Co
New York
$2.88M +$250K +1,108 +9%
JHCP
1670
Jackson Hole Capital Partners
Oklahoma
$2.87M +$1.32M +5,848 +85%
CA
1671
Continuum Advisory
Idaho
$2.86M -$18.4K -222 -0.6%
GSWM
1672
Greenup Street Wealth Management
Michigan
$2.86M +$800K +3,550 +39%
T
1673
TCWP
Ohio
$2.85M -$330K -1,463 -10%
NF
1674
Nikulski Financial
Iowa
$2.84M +$34.7K +154 +1%
OCA
1675
Otter Creek Advisors
Florida
$2.84M +$2.84M +12,600 New
65 66
67
68 69