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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 %
TWI
1876
Thomas White International
Illinois
$2M +$371K +1,645 +23%
AFG
1877
Alterity Financial Group
Maine
$2M +$12.9K +57 +0.6%
WB
1878
WesBanco Bank
West Virginia
$1.99M +$37.9K +168 +2%
TFP
1879
Tilia Fiduciary Partners
North Carolina
$1.99M -$51.6K -229 -3%
ITIM
1880
Indiana Trust & Investment Management
Indiana
$1.98M +$76.2K +338 +4%
FHC
1881
First Heartland Consultants
Missouri
$1.98M -$55.9K -248 -3%
CA
1882
Callahan Advisors
Texas
$1.98M +$22.5K +100 +1%
GFP
1883
Gryphon Financial Partners
Ohio
$1.98M -$37.4K -166 -2%
BAAM
1884
Baker Avenue Asset Management
California
$1.97M -$1.53M -6,781 -44%
EL
1885
EMFO LLC
Florida
$1.97M +$90.2K +400 +5%
CSPIA
1886
Cary Street Partners Investment Advisory
Virginia
$1.97M -$137K -606 -6%
GWM
1887
Geneos Wealth Management
Colorado
$1.97M -$782K -3,468 -28%
VCP
1888
Verus Capital Partners
Arizona
$1.96M +$31.1K +138 +2%
SAI
1889
Systematic Alpha Investments
New Jersey
$1.96M – – –
WAM
1890
WealthTrust Asset Management
Florida
$1.95M -$64.3K -285 -3%
PIC
1891
PCJ Investment Counsel
Ontario, Canada
$1.95M +$1.95M +8,650 New
HGCK
1892
HPC Germany & Co KG
Germany
$1.95M – – –
PTP
1893
Platform Technology Partners
New York
$1.94M -$111K -491 -5%
RA
1894
RFG Advisory
Alabama
$1.94M +$72.6K +322 +4%
AWC
1895
Abundance Wealth Counselors
Pennsylvania
$1.94M -$61.1K -271 -3%
CG
1896
Corundum Group
Colorado
$1.93M +$408K +1,810 +27%
DI
1897
DAGCO Inc
Ohio
$1.93M -$51.2K -227 -3%
PW
1898
Peninsula Wealth
California
$1.93M -$74.9K -332 -4%
VCM
1899
Virtue Capital Management
Tennessee
$1.93M -$75.5K -331 -4%
ETC
1900
Exchange Traded Concepts
Oklahoma
$1.92M +$193K +857 +11%
74 75
76
77 78