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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 %
LHC
1726
Little House Capital
Massachusetts
$2.61M +$1.78M +7,893 +214%
OAM
1727
Occidental Asset Management
California
$2.6M +$79.8K +354 +3%
MFG
1728
MidWestOne Financial Group
Iowa
$2.6M +$441K +1,955 +20%
OWP
1729
Obermeyer Wealth Partners
Colorado
$2.59M -$376K -1,523 -13%
MAWCM
1730
Mine & Arao Wealth Creation & Management
California
$2.59M -$13.5K -60 -0.5%
SG
1731
Stonnington Group
California
$2.59M -$34.9K -150 -1%
SPFA
1732
Summit Place Financial Advisors
New Jersey
$2.59M +$5.86K +26 +0.2%
EAM
1733
EFG Asset Management
Oregon
$2.58M -$442K -1,959 -15%
LFP
1734
Leeward Financial Partners
Washington
$2.58M +$103K +455 +4%
MW
1735
Marcum Wealth
Ohio
$2.58M +$449K +1,993 +21%
AWM
1736
Avior Wealth Management
Nebraska
$2.57M -$136K -605 -5%
EWM
1737
Evermay Wealth Management
Virginia
$2.56M +$34.3K +152 +1%
EP
1738
Edgestream Partners
New Jersey
$2.56M +$2.13M +9,437 +496%
SIC
1739
Sterling Investment Counsel
New York
$2.55M -$8.12K -36 -0.3%
PH
1740
Pinnacle Holdings
Oklahoma
$2.55M +$5.86K +26 +0.2%
CFMC
1741
Curbstone Financial Management Corp
New Hampshire
$2.55M +$33.8K +150 +1%
WP
1742
WealthSource Partners
California
$2.54M -$88.2K -391 -3%
BCP
1743
Blackhawk Capital Partners
Wisconsin
$2.54M -$373K -1,653 -13%
MBT
1744
Montecito Bank & Trust
California
$2.53M -$28.2K -125 -1%
LAM
1745
Lynch Asset Management
Pennsylvania
$2.53M – – –
AO
1746
Advisor OS
Illinois
$2.52M +$153K +677 +6%
WCM
1747
Washburn Capital Management
Florida
$2.52M -$214K -951 -8%
NL
1748
Navalign LLC
California
$2.52M -$14.7K -65 -0.6%
PCMC
1749
Private Capital Management (Colorado)
Colorado
$2.52M -$128K -566 -5%
HI
1750
Hoey Investments
Pennsylvania
$2.51M +$5.86K +26 +0.2%
68 69
70
71 72