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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 %
SPWM
1976
Schrum Private Wealth Management
Florida
$1.69M +$35.4K +157 +2%
TCOT
1977
Trust Company of Toledo
Ohio
$1.69M +$790K +3,505 +88%
EGA
1978
E&G Advisors
Texas
$1.69M -$156K -690 -8%
SSW
1979
Stone Summit Wealth
Florida
$1.69M -$13.5K -60 -0.8%
WAAG
1980
Wealth Alliance Advisory Group
Kansas
$1.69M -$17.6K -78 -1%
CC
1981
Constitution Capital
Connecticut
$1.69M +$36.1K +160 +2%
AA
1982
Argent Advisors
Louisiana
$1.69M -$18.9K -84 -1%
IUHSA
1983
Itau Unibanco Holding S.A.
Brazil
$1.68M -$2.1M -9,296 -55%
HAI
1984
Hennessy Advisors Inc
California
$1.67M -$11.7K -52 -0.7%
MW
1985
MBL Wealth
North Carolina
$1.67M +$674K +2,990 +68%
CT
1986
Columbia Trust
Oregon
$1.67M -$503K -2,229 -23%
QCM
1987
Qsemble Capital Management
New York
$1.67M +$1.42M +6,300 +573%
AA
1988
AlphaQ Advisors
Florida
$1.67M -$202K -895 -11%
CASB
1989
Cape Ann Savings Bank
Massachusetts
$1.67M +$7.22K +32 +0.4%
EP
1990
Eudaimonia Partners
Tennessee
$1.66M -$69K -306 -4%
BCM
1991
Barden Capital Management
Texas
$1.66M -$3.61K -16 -0.2%
PBC
1992
Pavion Blue Capital
California
$1.66M -$10.6K -47 -0.6%
MCC
1993
Money Concepts Capital
Florida
$1.65M -$1.96M -8,613 -54%
CSI
1994
Cross Staff Investments
New York
$1.65M +$177K +786 +12%
ARC
1995
Advisor Resource Council
Texas
$1.65M +$998K +4,369 +153%
KFP
1996
KB Financial Partners
New Jersey
$1.64M +$87.9K +390 +6%
JA
1997
JLB & Associates
Michigan
$1.64M +$278K +1,232 +20%
BTI
1998
Blue Trust Inc
Georgia
$1.64M -$282K -1,358 -15%
NFG
1999
Northeast Financial Group
Pennsylvania
$1.64M +$63.5K +276 +4%
LWM
2000
Lodestone Wealth Management
Washington
$1.64M -$69.9K -310 -4%
78 79
80
81 82