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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 %
MA
1826
MCF Advisors
Kentucky
$2.23M +$46.9K +208 +2%
APWM
1827
Atlas Private Wealth Management
New York
$2.23M +$39.7K +176 +2%
ACL
1828
Applied Capital LLC
Florida
$2.23M -$99.4K -441 -4%
ATWA
1829
Arbor Trust Wealth Advisors
Michigan
$2.22M -$3.38K -15 -0.2%
PI
1830
PFG Investments
New York
$2.22M +$2.22M +9,853 New
DWM
1831
Darwin Wealth Management
Florida
$2.22M +$1.65M +7,071 +289%
MFGM
1832
Marshall Financial Group (Maryland)
Maryland
$2.21M -$158K -701 -7%
MWM
1833
Mattern Wealth Management
Kansas
$2.21M -$1.09M -4,825 -33%
SCA
1834
Sander Capital Advisors
Washington
$2.21M – – –
SMC
1835
Smith, Moore & Co
Missouri
$2.2M +$37K +164 +2%
HAC
1836
Harbor Advisory Corp
New Hampshire
$2.2M -$55.7K -247 -2%
FWM
1837
ForthRight Wealth Management
Georgia
$2.2M – – –
HFA
1838
Harbert Fund Advisors
Alabama
$2.2M +$733K +3,250 +50%
SFPG
1839
Stonebridge Financial Planning Group
Florida
$2.18M -$29.8K -132 -1%
ACG
1840
Allen Capital Group
Nebraska
$2.18M +$2.18M +9,678 New
MLA
1841
My Legacy Advisors
Oregon
$2.18M -$229K -1,011 -9%
SF
1842
Summit Financial
New Jersey
$2.18M -$21.6K -96 -1%
EWG
1843
Executive Wealth Group
Washington
$2.17M +$451 +2 +0%
FCP
1844
Fidelis Capital Partners
Florida
$2.15M +$1.24M +5,342 +136%
TWM
1845
Thrive Wealth Management
Pennsylvania
$2.15M +$143K +635 +7%
SFP
1846
Sweet Financial Partners
Minnesota
$2.14M +$268K +1,189 +14%
OIS
1847
Okabena Investment Services
Minnesota
$2.13M -$150K -664 -7%
TIM
1848
Triad Investment Management
California
$2.13M +$59.3K +263 +3%
LD
1849
Lipe & Dalton
New York
$2.11M -$33.6K -149 -2%
EWM
1850
Elite Wealth Management
Washington
$2.09M -$16K -71 -0.8%
72 73
74
75 76