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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 %
CIA
1676
Choate Investment Advisors
Massachusetts
$2.84M – – –
NPAM
1677
Noble Path Asset Management
New York
$2.84M -$4.48M -19,861 -61%
SFG
1678
SevenBridge Financial Group
Pennsylvania
$2.83M +$8.34K +37 +0.3%
SIA
1679
SkyView Investment Advisors
New Jersey
$2.83M +$194K +859 +7%
RCAG
1680
Rehmann Capital Advisory Group
Michigan
$2.83M -$24.1K -107 -0.8%
ABC
1681
Associated Banc-Corp
Wisconsin
$2.83M +$27.3K +121 +1%
PGIM
1682
Pacific Global Investment Management
California
$2.82M -$197K -874 -7%
PA
1683
Procyon Advisors
Connecticut
$2.82M -$129K -574 -4%
AFWM
1684
AMJ Financial Wealth Management
Virginia
$2.81M +$2.81M +12,479 New
AIC
1685
Argus Investors Counsel
New York
$2.8M -$2.03K -9 -0.1%
EHWM
1686
Eads & Heald Wealth Management
Georgia
$2.8M -$63.4K -281 -2%
HFRG
1687
Houlihan Financial Resource Group
Virginia
$2.8M +$7.89K +35 +0.3%
IA
1688
IFP Advisors
Florida
$2.79M -$2.02M -22,676 -42%
RC
1689
RDST Capital
Washington
$2.79M -$1.75M -7,750 -39%
KFP
1690
KMG Fiduciary Partners
Ohio
$2.78M -$159K -703 -5%
DGAM
1691
Desjardins Global Asset Management
Quebec, Canada
$2.78M +$2.43M +10,772 +699%
PCG
1692
Prosperity Consulting Group
Maryland
$2.77M -$191K -845 -6%
BWAM
1693
Boyd Watterson Asset Management
Ohio
$2.77M +$149K +660 +6%
CAG
1694
Csenge Advisory Group
Florida
$2.76M -$79.1K -351 -3%
BSB
1695
Bangor Savings Bank
Maine
$2.76M +$8.34K +37 +0.3%
CNBT
1696
Canandaigua National Bank & Trust
New York
$2.76M +$2.76M +12,238 New
CIA
1697
Cohen Investment Advisors
New Hampshire
$2.76M -$72.6K -322 -3%
TCOK
1698
Trust Company of Kansas
Kansas
$2.75M -$25.9K -115 -0.9%
GBT
1699
Grove Bank & Trust
Florida
$2.75M -$7.22K -32 -0.3%
AC
1700
Arjuna Capital
North Carolina
$2.75M +$186K +826 +7%
66 67
68
69 70