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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 %
MSFS
2026
Main Street Financial Solutions
Pennsylvania
$1.52M -$3.39K -15 -0.2%
WCF
2027
West Coast Financial
California
$1.52M -$11.9K -53 -0.8%
EA
2028
Emerald Advisers
Pennsylvania
$1.52M – – –
KFS
2029
Kurt F. Somerville
$1.52M – – –
WC
2030
Waterloo Capital
Texas
$1.51M +$1.51M +6,685 New
CAM
2031
Covenant Asset Management
New Jersey
$1.51M +$7.44K +33 +0.5%
MFFIA
2032
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.5M -$225K -1,000 -13%
LWA
2033
Lineweaver Wealth Advisors
Ohio
$1.5M +$11K +49 +0.7%
BB
2034
Bell Bank
North Dakota
$1.5M +$19.2K +85 +1%
SFP
2035
Sandbox Financial Partners
Maryland
$1.49M +$2.71K +12 +0.2%
RBC
2036
Romano Brothers & Co
Illinois
$1.48M +$2.03K +9 +0.1%
CFG
2037
Cooper Financial Group
California
$1.48M +$6.99K +31 +0.5%
EI
2038
Ellevest Inc
New York
$1.47M +$155K +689 +12%
KSWA
2039
Kathleen S. Wright Associates
Pennsylvania
$1.47M -$142K -629 -9%
CFO
2040
Colony Family Offices
North Carolina
$1.47M +$1.47M +6,500 New
LJAC
2041
L.J. Altfest & Co
New York
$1.47M +$108K +478 +8%
DCM
2042
Davidson Capital Management
Texas
$1.46M +$663K +2,940 +83%
LCM
2043
Leisure Capital Management
California
$1.46M -$94.9K -421 -6%
HIC
2044
Holderness Investments Company
North Carolina
$1.46M +$45.1K +200 +3%
WSCM
2045
Wellington Shields Capital Management
New York
$1.46M +$30.4K +135 +2%
CPIA
2046
Cornell Pochily Investment Advisors
New York
$1.45M +$41.3K +183 +3%
DBIA
2047
Dumont & Blake Investment Advisors
New Jersey
$1.45M -$38.3K -170 -3%
SCI
2048
S&CO Inc
Massachusetts
$1.45M – – –
AIM
2049
Aspen Investment Management
Michigan
$1.45M +$1.13K +5 +0.1%
CP
2050
Covenant Partners
Tennessee
$1.45M +$106K +471 +8%
80 81
82
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