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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 %
JGCM
2001
Joseph Group Capital Management
Ohio
$1.63M -$78.9K -350 -5%
GWM
2002
Gray Wealth Management
Maine
$1.63M +$4.28K +19 +0.3%
SFWC
2003
Strategic Family Wealth Counselors
New Jersey
$1.62M +$666K +2,955 +70%
SG Americas Securities
2004
SG Americas Securities
New York
$1.62M +$144K +637 +10%
CB
2005
CNB Bank
Pennsylvania
$1.62M +$46.4K +206 +3%
SOAMC
2006
Spirit of America Management Corp
New York
$1.61M -$78.9K -350 -5%
FWA
2007
FOCUS Wealth Advisors
Texas
$1.61M +$64.3K +285 +4%
SAM
2008
Secure Asset Management
Michigan
$1.59M -$15.1K -67 -0.9%
CIG
2009
Cascade Investment Group
Colorado
$1.59M +$17.8K +79 +1%
VPI
2010
Value Partners Investments
Manitoba, Canada
$1.59M -$142K -632 -8%
AWG
2011
Altus Wealth Group
Colorado
$1.59M -$78.5K -348 -5%
SG
2012
StoneX Group
New York
$1.59M +$156K +693 +11%
AC
2013
Aristides Capital
Kentucky
$1.58M – – –
ARMT
2014
Amica Retiree Medical Trust
Rhode Island
$1.57M – – –
PSB
2015
Piscataqua Savings Bank
New Hampshire
$1.57M -$9.24K -41 -0.6%
BOC
2016
Barbara Oil Co
Illinois
$1.57M – – –
PP
2017
PDS Planning
Ohio
$1.57M +$457K +2,025 +41%
C
2018
Certuity
Florida
$1.56M +$10.4K +46 +0.7%
JIC
2019
Joel Isaacson & Co
New York
$1.56M -$84.5K -375 -5%
LWM
2020
Ledge Wealth Management
Minnesota
$1.55M +$12.9K +57 +0.8%
B
2021
Barings
North Carolina
$1.54M -$463K -2,055 -23%
ZIG
2022
Zullo Investment Group
Pennsylvania
$1.54M +$57.9K +257 +4%
TAM
2023
Titleist Asset Management
Texas
$1.54M +$1.54M +6,822 New
IFS
2024
Intelligent Financial Strategies
Minnesota
$1.54M -$6.76K -30 -0.4%
LT
2025
Lindsell Train
United Kingdom
$1.53M – – –
79 80
81
82 83