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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 %
EBT
1751
Enterprise Bank & Trust
Massachusetts
$2.51M -$44.4K -197 -2%
MAM
1752
Mystic Asset Management
Rhode Island
$2.51M -$41.9K -186 -2%
BSA
1753
Braun Stacey Associates
New York
$2.5M +$1.27M +5,640 +103%
BFS
1754
Bard Financial Services
Connecticut
$2.5M – – –
MCA
1755
Martin Capital Advisors
Texas
$2.5M +$6.76K +30 +0.3%
AIS
1756
American Investment Services
Massachusetts
$2.5M – – –
AWA
1757
Arkadios Wealth Advisors
Georgia
$2.49M -$72.4K -321 -3%
APP
1758
Avantax Planning Partners
Iowa
$2.48M -$546K -2,420 -18%
RF
1759
Robbins Farley
New Hampshire
$2.48M -$696K -3,088 -22%
AC
1760
AlphaCore Capital
California
$2.48M +$879K +3,901 +55%
PCS
1761
Personal CFO Solutions
New Jersey
$2.47M -$154K -682 -6%
MCC
1762
Malaga Cove Capital
California
$2.47M +$5.19K +23 +0.2%
GPA
1763
Garrison Point Advisors
California
$2.47M -$11.5K -51 -0.5%
KGC
1764
Kennon-Green & Company
Ohio
$2.46M +$15.8K +70 +0.6%
1WA
1765
180 Wealth Advisors
Washington
$2.46M +$3.61K +16 +0.1%
CIC
1766
Cornercap Investment Counsel
Georgia
$2.46M +$38.1K +169 +2%
MC
1767
Martin & Co
Tennessee
$2.45M -$36.8K -163 -1%
BIA
1768
Benchmark Investment Advisors
Illinois
$2.45M +$380K +1,685 +18%
CWAG
1769
Compton Wealth Advisory Group
Virginia
$2.45M -$191K -846 -7%
EWA
1770
EverSource Wealth Advisors
Alabama
$2.44M -$45.1K -200 -2%
CWM
1771
Cornerstone Wealth Management
Missouri
$2.44M +$2.44M +10,841 New
VFA
1772
Voya Financial Advisors
Connecticut
$2.44M -$442K -1,988 -15%
SSI
1773
Scott & Selber Inc
Texas
$2.44M +$4.51K +20 +0.2%
1W
1774
1776 Wealth
Georgia
$2.44M +$7.22K +32 +0.3%
AOWM
1775
Alpha Omega Wealth Management
Virginia
$2.44M -$55.5K -246 -2%
69 70
71
72 73