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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 %
HAG
2101
HF Advisory Group
Maryland
$1.35M +$452K +2,003 +51%
WP
2102
Westmount Partners
California
$1.34M +$26.2K +116 +2%
QWM
2103
QP Wealth Management
New Jersey
$1.34M -$347K -1,537 -21%
SFG
2104
Sovereign Financial Group
Connecticut
$1.33M -$225 -1 -0%
TAM
2105
Tealwood Asset Management
Minnesota
$1.33M -$33.8K -150 -2%
QC
2106
Quent Capital
New York
$1.33M +$113K +501 +9%
CFCI
2107
Comprehensive Financial Consultants Institutional
Indiana
$1.33M +$20.5K +91 +2%
NF
2108
Nvest Financial
New Hampshire
$1.33M +$22.1K +98 +2%
FFC
2109
First Financial Corp
Indiana
$1.33M -$90K -399 -6%
IP
2110
Investment Partners
Ohio
$1.32M -$161K -715 -11%
TIA
2111
Tiemann Investment Advisors
California
$1.32M -$11.3K -50 -0.8%
IWA
2112
IVC Wealth Advisors
Pennsylvania
$1.32M -$1.24M -5,490 -48%
BFA
2113
Beacon Financial Advisory
Ohio
$1.32M +$97.6K +433 +8%
WAG
2114
Winthrop Advisory Group
Massachusetts
$1.32M +$28.2K +125 +2%
MA
2115
MONECO Advisors
Connecticut
$1.31M +$283K +1,256 +27%
AWM
2116
Accurate Wealth Management
Florida
$1.31M +$131K +577 +11%
AF
2117
Advisornet Financial
Minnesota
$1.31M -$23.7K -105 -2%
CPRC
2118
Consolidated Portfolio Review Corp
New York
$1.31M +$1.31M +5,819 New
RCM
2119
Riverpark Capital Management
New York
$1.31M +$86.1K +382 +7%
VWM
2120
Vigilare Wealth Management
Arizona
$1.31M +$451 +2 +0%
IIC
2121
Ironwood Investment Counsel
Arizona
$1.31M -$101K -446 -7%
HVM
2122
Harvest Volatility Management
Connecticut
$1.31M -$110K -494 -8%
WCA
2123
Waypoint Capital Advisors
Minnesota
$1.31M -$8.79K -39 -0.7%
DOA
2124
D'Orazio & Associates
Virginia
$1.31M -$112K -495 -8%
CWM
2125
Circle Wealth Management
New Jersey
$1.3M +$4.96K +22 +0.4%
83 84
85
86 87