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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 %
SAA
1801
Southeast Asset Advisors
Georgia
$2.35M +$1.5M +6,652 +176%
MC
1802
Mount Capital
United Kingdom
$2.35M -$188K -833 -7%
SHFA
1803
SS&H Financial Advisors
Michigan
$2.34M -$110K -490 -5%
TGCMU
1804
Titan Global Capital Management USA
New York
$2.33M -$80.5K -357 -3%
FWA
1805
FSM Wealth Advisors
Ohio
$2.33M -$57.3K -254 -2%
MFA
1806
Mayflower Financial Advisors
Massachusetts
$2.32M +$11.3K +50 +0.5%
GWSG
1807
GPS Wealth Strategies Group
Colorado
$2.31M -$543K -2,407 -19%
PWMG
1808
Prestige Wealth Management Group
New Jersey
$2.31M -$436K -1,932 -16%
AFA
1809
Abacus FCF Advisors
Florida
$2.3M +$1.02M +4,523 +80%
SIC
1810
SJS Investment Consulting
Ohio
$2.3M -$184K -816 -7%
SCP
1811
Shorepoint Capital Partners
Massachusetts
$2.29M +$174K +770 +8%
DL
1812
DOHJ LLC
Washington
$2.29M -$170K -755 -7%
RWB
1813
RMR Wealth Builders
New Jersey
$2.28M +$888K +3,937 +64%
HA
1814
Harfst & Associates
Wyoming
$2.27M +$150K +667 +7%
WPC
1815
Wedmont Private Capital
Pennsylvania
$2.27M +$514K +2,272 +29%
TCPG
1816
Trivant Custom Portfolio Group
California
$2.27M +$2.27M +10,058 New
GTAM
1817
Global Trust Asset Management
Florida
$2.26M +$60.7K +269 +3%
NHC
1818
Nicholas Hoffman & Company
Georgia
$2.26M +$43.7K +194 +2%
VSAM
1819
Value Star Asset Management
Hong Kong
$2.25M +$2.25M +10,000 New
VSQM
1820
V-Square Quantitative Management
Illinois
$2.25M +$2.25M +9,990 New
WP
1821
WealthPLAN Partners
Nebraska
$2.24M -$1.18M -5,241 -34%
KTM
1822
Keeler Thomas Management
Utah
$2.24M +$2.24M +9,927 New
HCA
1823
Horan Capital Advisors
Ohio
$2.24M +$19.2K +85 +0.9%
AIM
1824
Acropolis Investment Management
Missouri
$2.24M -$15.8K -70 -0.7%
GAG
1825
GM Advisory Group
New York
$2.24M +$246K +1,092 +12%
71 72
73
74 75