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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 %
EFMC
2051
Empire Financial Management Company
New York
$1.45M +$1.45M +6,410 New
UBV
2052
United Bank (Virginia)
Virginia
$1.44M +$9.7K +43 +0.7%
SIA
2053
Schear Investment Advisers
Ohio
$1.44M +$20.3K +90 +1%
OCM
2054
Orion Capital Management
California
$1.44M -$67.6K -300 -4%
RIM
2055
Redwood Investment Management
Arizona
$1.44M +$493K +2,186 +52%
PWW
2056
Pettyjohn Wood & White
Virginia
$1.44M -$11.9K -53 -0.8%
CG
2057
Carmignac Gestion
France
$1.44M +$886K +3,931 +161%
BCA
2058
Bay Colony Advisors
Massachusetts
$1.43M -$42.2K -190 -3%
TLCM
2059
Twin Lakes Capital Management
California
$1.43M +$2.48K +11 +0.2%
FWM
2060
Finer Wealth Management
Massachusetts
$1.42M -$1.13K -5 -0.1%
RFM
2061
Royal Fund Management
Florida
$1.42M -$54.1K -240 -4%
CCM
2062
Crew Capital Management
Ohio
$1.42M -$514K -2,280 -27%
SHFA
2063
SC&H Financial Advisors
Maryland
$1.41M +$137K +606 +11%
VBCG
2064
Valley Brook Capital Group
Pennsylvania
$1.41M -$39.2K -174 -3%
JWCA
2065
J.W. Coons Advisors
Ohio
$1.41M +$53K +235 +4%
EWA
2066
Etesian Wealth Advisors
Oregon
$1.41M -$60.4K -268 -4%
GPA
2067
Guerra Pan Advisors
New Jersey
$1.41M +$7.89K +35 +0.6%
FCFC
2068
First Commonwealth Financial Corp
Pennsylvania
$1.41M -$88.4K -392 -6%
SAF
2069
Smith Anglin Financial
Texas
$1.41M +$919K +4,076 +188%
PIM
2070
Profit Investment Management
Maryland
$1.41M -$59.7K -265 -4%
GA
2071
GraniteShares Advisors
New York
$1.41M -$42.6K -189 -3%
CC
2072
Copperleaf Capital
North Carolina
$1.41M -$52.8K -234 -4%
RZH
2073
Relyea Zuckerberg Hanson
Connecticut
$1.41M +$379K +1,681 +37%
VF
2074
Vest Financial
Virginia
$1.4M +$987K +4,377 +239%
BA
2075
Ballast Advisors
Minnesota
$1.4M -$33.8K -150 -2%
81 82
83
84 85