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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 %
FFM
1701
Forum Financial Management
Illinois
$2.74M -$191K -849 -7%
SB
1702
Simmons Bank
Arkansas
$2.74M -$234K -1,040 -8%
CAWM
1703
Capital Advisors Wealth Management
Washington
$2.74M +$83.4K +370 +3%
KJHP
1704
K.J. Harrison & Partners
Ontario, Canada
$2.73M +$6.76K +30 +0.2%
WAP
1705
Wealthcare Advisory Partners
Pennsylvania
$2.73M -$128K -566 -4%
JWM
1706
Jackson Wealth Management
Florida
$2.72M +$2.72M +12,057 New
PAMG
1707
Patton Albertson Miller Group
Tennessee
$2.71M -$139K -615 -5%
SCC
1708
Steel Canyon Capital
Arizona
$2.71M -$3.39M -15,050 -56%
DSC
1709
Duncker Streett & Co
Missouri
$2.71M +$115K +508 +4%
TW
1710
TrinityPoint Wealth
Connecticut
$2.7M +$206K +914 +8%
Koshinski Asset Management
1711
Koshinski Asset Management
Illinois
$2.7M -$26.6K -118 -1%
GCM
1712
Gables Capital Management
Florida
$2.69M -$676 -3 -0%
WAM
1713
Watershed Asset Management
California
$2.69M +$983K +4,360 +58%
GLA
1714
Good Life Advisors
Pennsylvania
$2.68M +$313K +1,386 +13%
CGA
1715
Channing Global Advisors
Florida
$2.68M -$605K -2,682 -18%
BWM
1716
BNC Wealth Management
Oregon
$2.66M -$9.69K -43 -0.4%
TI
1717
Trexquant Investment
Connecticut
$2.66M -$8.91M -39,537 -77%
CCWA
1718
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M +$2.66M +11,789 New
CC
1719
Cypress Capital
Tennessee
$2.66M +$58.6K +260 +2%
KMWM
1720
Keudell/Morrison Wealth Management
Oregon
$2.65M +$9.7K +43 +0.4%
RCG
1721
Regatta Capital Group
California
$2.65M – – –
WP
1722
WealthShield Partners
North Carolina
$2.64M +$2.64M +11,712 New
RP
1723
Rice Partnership
Hawaii
$2.63M -$2.94M -13,035 -53%
GL
1724
Graypoint LLC
New York
$2.63M +$584K +2,592 +29%
TA
1725
TFG Advisers
Michigan
$2.63M +$8.79K +39 +0.3%
67 68
69
70 71