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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 %
TWM
1951
Tolleson Wealth Management
Texas
$1.76M – – –
SI
1952
Scharf Investments
California
$1.76M -$42.4K -188 -2%
AWS
1953
AJ Wealth Strategies
New York
$1.76M +$2.93K +13 +0.2%
DIM
1954
Delta Investment Management
California
$1.76M -$82.5K -366 -4%
CPC
1955
Congress Park Capital
New York
$1.75M – – –
GCS
1956
Gordian Capital (Singapore)
Singapore
$1.74M -$888K -3,936 -34%
TA
1957
Townsend & Associates
Colorado
$1.74M -$1.09M -4,668 -38%
RA
1958
Rational Advisors
New York
$1.74M -$776K -3,441 -31%
BMO
1959
Beck Mack & Oliver
New York
$1.74M – – –
BLC
1960
Brown, Lisle/Cummings
Rhode Island
$1.74M +$33.8K +150 +2%
SWM
1961
Sculati Wealth Management
Michigan
$1.74M +$135K +598 +8%
LPIC
1962
LeJeune Puetz Investment Counsel
Michigan
$1.73M +$5.19K +23 +0.3%
AWM
1963
Angeles Wealth Management
California
$1.73M +$82.3K +365 +5%
HEIP
1964
Hudson Edge Investment Partners
New Jersey
$1.72M – – –
HIC
1965
Harvey Investment Company
Kentucky
$1.72M – – –
GA
1966
Geller Advisors
New York
$1.72M +$39K +173 +2%
CCG
1967
Chatham Capital Group
Georgia
$1.71M -$53K -235 -3%
SCM
1968
Spreng Capital Management
Ohio
$1.7M -$205K -910 -11%
XF
1969
XML Financial
Maryland
$1.7M -$21.9K -97 -1%
PPWM
1970
Paragon Private Wealth Management
Kentucky
$1.7M -$67K -297 -4%
RWP
1971
Revolve Wealth Partners
New Jersey
$1.7M -$126K -559 -7%
SDWIA
1972
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.7M +$98.1K +435 +6%
AA
1973
Altman Advisors
Illinois
$1.7M -$699K -3,900 -29%
P
1974
&Partners
Tennessee
$1.69M -$74.4K -330 -4%
BPGAM
1975
BTG Pactual Global Asset Management
Bermuda
$1.69M +$1.05M +4,655 +163%
77 78
79
80 81