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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 %
AAP
2126
Arax Advisory Partners
Colorado
$1.3M +$109K +483 +9%
HHGA
2127
Halbert Hargrove Global Advisors
California
$1.3M +$64.3K +285 +5%
MMPW
2128
Mitchell McLeod Pugh & Williams
Alabama
$1.29M +$11.3K +50 +0.9%
SIA
2129
Strategic Investment Advisors
Michigan
$1.29M -$46.7K -207 -3%
LA
2130
Lindenwold Advisors
Pennsylvania
$1.29M +$44.9K +199 +4%
CIP
2131
Capital Insight Partners
Arizona
$1.29M -$4.06K -18 -0.3%
GCM
2132
Gladius Capital Management
Illinois
$1.29M +$553K +2,453 +75%
MIFH
2133
Migdal Insurance & Financial Holdings
Israel
$1.29M +$382K +1,714 +42%
CGFA
2134
Colton Groome Financial Advisors
North Carolina
$1.29M +$324K +1,435 +34%
EWM
2135
EPG Wealth Management
Georgia
$1.29M +$312K +1,384 +32%
CM
2136
Capula Management
Cayman Islands
$1.28M -$7.48M -33,174 -85%
AIC
2137
Archer Investment Corporation
Indiana
$1.28M -$11.1K -50 -0.9%
GAM
2138
Grandview Asset Management
Pennsylvania
$1.28M -$11K -49 -0.9%
FNWM
2139
Financial Network Wealth Management
Utah
$1.28M -$19.8K -88 -2%
BEAM
2140
Baker Ellis Asset Management
Washington
$1.28M +$22.8K +101 +2%
DFG
2141
Delta Financial Group
New Jersey
$1.28M -$16.5K -73 -1%
TIA
2142
Traphagen Investment Advisors
New Jersey
$1.27M +$13.5K +60 +1%
MCM
2143
Mainstay Capital Management
Michigan
$1.27M -$65.2K -289 -5%
MPPLM
2144
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.27M -$142K -628 -10%
FCB
2145
First Command Bank
Texas
$1.27M +$66.1K +293 +6%
FCFS
2146
First Command Financial Services
Texas
$1.27M +$66.1K +293 +6%
SAM
2147
Summit Asset Management
Tennessee
$1.27M – – –
MFG
2148
Monumental Financial Group
Maryland
$1.27M +$64K +284 +5%
9WM
2149
9258 Wealth Management
Ohio
$1.26M +$9.92K +44 +0.8%
MCM
2150
Monument Capital Management
Virginia
$1.26M +$116K +513 +10%
84 85
86
87 88