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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 %
HCCM
1851
Hudson Canyon Capital Management
New York
$2.09M -$12.2K -54 -0.6%
SMA
1852
Sage Mountain Advisors
Georgia
$2.09M +$647K +2,868 +45%
CWM
1853
Compass Wealth Management
Connecticut
$2.09M -$23.9K -106 -1%
NP
1854
NorthRock Partners
Minnesota
$2.09M -$312K -1,385 -13%
SCP
1855
Stamos Capital Partners
California
$2.09M +$1M +4,440 +92%
REMPR
1856
Roof Eidam Maycock Peralta (REMP)
California
$2.07M +$26.8K +119 +1%
Optiver Holding
1857
Optiver Holding
Netherlands
$2.07M -$15.6M -69,176 -88%
BAM
1858
Byrne Asset Management
New Jersey
$2.07M -$227K -1,005 -10%
SHWM
1859
Silicon Hills Wealth Management
Texas
$2.06M – – –
EWM
1860
Evergreen Wealth Management
Michigan
$2.06M +$28.6K +127 +1%
LFA
1861
Legacy Financial Advisors
Kentucky
$2.05M +$286K +1,268 +16%
RPCONE
1862
Retirement Planning Company of New England
Rhode Island
$2.05M -$86.6K -384 -4%
BIP
1863
Blueprint Investment Partners
North Carolina
$2.04M -$84.1K -373 -4%
LC
1864
Lindbrook Capital
California
$2.03M +$141K +624 +7%
RIA
1865
Realta Investment Advisors
Delaware
$2.03M -$59.7K -265 -3%
HCM
1866
Hall Capital Management
Rhode Island
$2.03M +$135K +600 +7%
CCM
1867
Cox Capital Management
Massachusetts
$2.03M -$21.9K -97 -1%
MSFP
1868
Mark Sheptoff Financial Planning
Connecticut
$2.03M – – –
PAM
1869
Paradigm Asset Management
New York
$2.03M – – –
TNBTD
1870
Trustmark National Bank Trust Department
Mississippi
$2.03M +$564K +2,502 +39%
IP
1871
Intellectus Partners
California
$2.02M -$34K -151 -2%
TNAM
1872
Terra Nova Asset Management
New York
$2.02M +$36.1K +160 +2%
PFGIA
1873
Patriot Financial Group Insurance Agency
Massachusetts
$2.01M +$98.1K +435 +5%
SW
1874
SkyOak Wealth
Michigan
$2.01M +$67.4K +299 +3%
PAG
1875
Private Advisory Group
Washington
$2.01M +$162K +718 +9%
73 74
75
76 77