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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 %
RWA
1926
Ropes Wealth Advisors
Massachusetts
$1.86M +$32.7K +145 +2%
MFP
1927
Meridian Financial Partners
Virginia
$1.86M +$29.2K +125 +2%
BLAM
1928
Bourne Lent Asset Management
New York
$1.85M – – –
GDP
1929
Great Diamond Partners
Maine
$1.85M -$43.1K -191 -2%
AC
1930
Avestar Capital
New York
$1.84M +$95.6K +424 +5%
WWM
1931
WT Wealth Management
Arizona
$1.83M -$425K -1,887 -19%
UAML
1932
US Asset Management LLC
Pennsylvania
$1.83M -$9.7K -43 -0.5%
KCM
1933
Kathmere Capital Management
Pennsylvania
$1.83M +$246K +1,091 +16%
FPCP
1934
Fort Point Capital Partners
California
$1.83M +$14.9K +66 +0.8%
NL
1935
NWAM LLC
Washington
$1.81M -$308K -1,367 -15%
PHS
1936
Pekin Hardy Strauss
Illinois
$1.81M -$29.5K -131 -2%
WIC
1937
Wilkins Investment Counsel
Massachusetts
$1.8M -$16.9K -75 -0.9%
MMH
1938
Menora Mivtachim Holdings
Israel
$1.8M +$451K +2,000 +33%
JWM
1939
Jessup Wealth Management
Ohio
$1.8M +$7.21K +32 +0.4%
RBFC
1940
Roman Butler Fullerton & Co
Missouri
$1.78M +$833K +3,629 +88%
TP
1941
Tranquility Partners
Tennessee
$1.78M -$81.6K -362 -4%
ACMA
1942
Arbor Capital Management (Alaska)
Alaska
$1.78M +$41.7K +184 +2%
FC
1943
Fulcrum Capital
Washington
$1.77M +$639K +2,835 +56%
NAMP
1944
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.77M +$3.61K +16 +0.2%
FPFS
1945
First Personal Financial Services
North Carolina
$1.77M +$33.8K +150 +2%
RB
1946
Renasant Bank
Mississippi
$1.77M -$180K -800 -9%
IA
1947
Icon Advisers
Colorado
$1.77M -$3.04M -13,480 -63%
PMFA
1948
Plante Moran Financial Advisors
Michigan
$1.77M -$101K -449 -5%
FWP
1949
FAS Wealth Partners
Kansas
$1.77M +$140K +621 +9%
MCM
1950
Manchester Capital Management
Vermont
$1.76M +$345K +1,529 +24%
76 77
78
79 80