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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 %
DRS
1901
Deane Retirement Strategies
Louisiana
$1.92M +$11.5K +51 +0.6%
BFO
1902
Biltmore Family Office
North Carolina
$1.91M -$339K -1,502 -15%
RIA
1903
Regal Investment Advisors
Michigan
$1.91M -$401K -1,778 -17%
AW
1904
Alaethes Wealth
Nevada
$1.91M +$117K +518 +6%
OC
1905
Oakworth Capital
Alabama
$1.91M -$4.74K -21 -0.2%
TIMH
1906
Tilt Investment Management Holdings
New York
$1.9M +$246K +1,108 +15%
IC
1907
Inscription Capital
Texas
$1.9M +$84.3K +374 +5%
NB
1908
Northwest Bancshares
Pennsylvania
$1.89M -$69.7K -309 -4%
DAM
1909
Derbend Asset Management
Georgia
$1.89M -$211K -934 -10%
PHIMC
1910
Private Harbour Investment Management & Counsel
Ohio
$1.88M -$42.8K -190 -2%
VT
1911
Vise Technologies
New York
$1.88M +$78.7K +349 +4%
FGI
1912
Foresight Global Investors
New York
$1.88M +$1.88M +8,356 New
DC
1913
DeDora Capital
California
$1.88M +$5.86K +26 +0.3%
GWANC
1914
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.88M +$101K +449 +6%
BW
1915
Bison Wealth
Georgia
$1.88M -$2.54K -11 -0.1%
AGAM
1916
Audent Global Asset Management
California
$1.87M -$87.3K -387 -4%
DTL
1917
Dynamic Technology Lab
Singapore
$1.87M -$964K -4,274 -34%
SFM
1918
Systematic Financial Management
New Jersey
$1.87M – – –
BCM
1919
Barometer Capital Management
Ontario, Canada
$1.87M +$1.87M +8,300 New
PFWA
1920
Paces Ferry Wealth Advisors
Georgia
$1.87M +$3.16K +14 +0.2%
DCM
1921
Dudley Capital Management
Virginia
$1.87M – – –
BWP
1922
Balboa Wealth Partners
Arizona
$1.87M +$62K +275 +3%
TC
1923
Trust Company
Kansas
$1.87M -$27.3K -121 -1%
LPT
1924
Legacy Private Trust
Wisconsin
$1.87M -$10.8K -48 -0.6%
RCM
1925
Radnor Capital Management
Pennsylvania
$1.86M +$30.4K +135 +2%
75 76
77
78 79