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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 %
CH
1776
Canton Hathaway
Rhode Island
$2.44M -$11.3K -50 -0.5%
WI
1777
WBI Investments
New Jersey
$2.44M -$1.88M -8,330 -44%
ICM
1778
IMS Capital Management
Oregon
$2.44M +$2.48K +11 +0.1%
STA
1779
Summit Trail Advisors
New York
$2.44M +$349K +1,550 +17%
PFBT
1780
Parkside Financial Bank & Trust
Missouri
$2.43M +$3.16K +14 +0.1%
RIA
1781
Richwood Investment Advisors
Ohio
$2.42M -$31.8K -141 -1%
SP
1782
Symmetry Partners
Connecticut
$2.42M -$173K -769 -7%
IAS
1783
Insigneo Advisory Services
Florida
$2.42M -$114K -507 -5%
FF
1784
Fluent Financial
Texas
$2.42M -$83.6K -371 -3%
CB
1785
Community Bank
New York
$2.42M +$246K +1,090 +11%
RMAM
1786
Raab & Moskowitz Asset Management
New Jersey
$2.41M -$32K -142 -1%
WI
1787
WrapManager Inc
California
$2.41M -$219K -973 -8%
SPWG
1788
Syntegra Private Wealth Group
Missouri
$2.41M +$43.7K +194 +2%
FFS
1789
Founders Financial Securities
Maryland
$2.41M +$112K +495 +5%
JFGIW
1790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.4M +$308K +1,365 +15%
VCM
1791
Vetamer Capital Management
California
$2.4M -$774K -3,434 -24%
RCA
1792
Riverview Capital Advisers
Massachusetts
$2.4M – – –
PCMK
1793
Paragon Capital Management (Kansas)
Kansas
$2.39M -$48.9K -217 -2%
BOSSRA
1794
B.O.S.S. Retirement Advisors
Utah
$2.38M +$68.8K +305 +3%
PWMAG
1795
Pinnacle Wealth Management Advisory Group
New Jersey
$2.37M +$9.47K +42 +0.4%
ANB
1796
Amarillo National Bank
Texas
$2.37M +$25.3K +112 +1%
CRWM
1797
Castle Rock Wealth Management
California
$2.37M -$42.2K -181 -2%
PTC
1798
Private Trust Company
Ohio
$2.36M +$513K +2,276 +28%
SA
1799
SRN Advisors
Pennsylvania
$2.36M -$213K -959 -8%
ERIC
1800
Eagle Rock Investment Company
Georgia
$2.35M +$2.35M +10,428 New
70 71
72
73 74