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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 %
QPWM
2076
Quadrant Private Wealth Management
Pennsylvania
$1.4M -$22.1K -98 -2%
TPWA
2077
TRUE Private Wealth Advisors
Oregon
$1.39M +$3.16K +14 +0.2%
CPSC
2078
Carl P. Sherr & Co
Massachusetts
$1.39M -$30.4K -135 -2%
NW
2079
Naviter Wealth
Arkansas
$1.39M -$292K -1,295 -17%
SFG
2080
Snider Financial Group
Washington
$1.38M +$1.38M +6,136 New
KI
2081
Kapitalo Investimentos
Brazil
$1.38M – – –
OWA
2082
Octavia Wealth Advisors
Ohio
$1.38M +$37K +164 +3%
SLF
2083
Sun Life Financial
Ontario, Canada
$1.38M -$26.8K -119 -2%
SIG
2084
Sky Investment Group
Connecticut
$1.38M -$4.51K -20 -0.3%
FMWA
2085
Forvis Mazars Wealth Advisors
Missouri
$1.37M +$43.3K +192 +3%
KA
2086
Kovack Advisors
Florida
$1.37M -$138K -610 -9%
AFGAS
2087
Allegiance Financial Group Advisory Services
Virginia
$1.37M – – –
CFA
2088
Camarda Financial Advisors
Florida
$1.37M +$286K +1,269 +26%
EFSCE
2089
Enterprise Financial Services Corp (EFSC)
Missouri
$1.37M +$336K +1,488 +33%
OA
2090
Operose Advisors
Wisconsin
$1.36M +$53.2K +236 +4%
BAM
2091
Berkshire Asset Management
Pennsylvania
$1.36M +$1.36M +6,044 New
SAM
2092
Synergy Asset Management
Washington
$1.36M -$244K -1,080 -15%
Tudor Investment Corp
2093
Tudor Investment Corp
Connecticut
$1.36M -$1.05M -4,675 -44%
WKSWA
2094
White Knight Strategic Wealth Advisors
New Jersey
$1.36M -$22.6K -100 -2%
SOW
2095
State of Wyoming
Wyoming
$1.36M +$665K +2,948 +96%
NFA
2096
Northern Financial Advisors
Michigan
$1.36M -$26.4K -117 -2%
GIA
2097
Guyasuta Investment Advisors
Pennsylvania
$1.36M +$36.3K +161 +3%
BBNA
2098
Bremer Bank National Association
Minnesota
$1.35M +$1.35K +6 +0.1%
WA
2099
WBH Advisory
Maryland
$1.35M +$1.35M +5,992 New
GC
2100
Gilbert & Cook
Iowa
$1.35M -$128K -567 -9%
82 83
84
85 86