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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 %
DWM
2176
Drive Wealth Management
Utah
$1.22M -$36.8K -163 -3%
CWM
2177
Centurion Wealth Management
Virginia
$1.22M +$12.6K +56 +1%
SAS
2178
Stelac Advisory Services
New York
$1.22M -$137K -608 -10%
UAS
2179
United Asset Strategies
New York
$1.22M +$5.64K +25 +0.5%
IP
2180
Ignite Planners
California
$1.22M +$61.6K +272 +5%
CFA
2181
Cahill Financial Advisors
Minnesota
$1.21M +$1.8K +8 +0.1%
TA
2182
TCM Advisors
West Virginia
$1.21M -$1.11M – –
EIA
2183
Eastover Investment Advisors
North Carolina
$1.21M +$46.2K +205 +4%
ATC
2184
Adirondack Trust Company
New York
$1.21M -$16.2K -72 -1%
WIC
2185
Woodmont Investment Counsel
Tennessee
$1.2M +$67.4K +299 +6%
AMCA
2186
Arthur M. Cohen & Associates
Illinois
$1.2M +$69K +306 +6%
LGA
2187
Lebenthal Global Advisors
New York
$1.2M -$74.6K -331 -6%
RA
2188
Rockingstone Advisors
Massachusetts
$1.2M +$29.5K +131 +3%
GKWIM
2189
Gerber Kawasaki Wealth & Investment Management
California
$1.19M -$18K -80 -1%
CPC
2190
Consolidated Planning Corp
Georgia
$1.19M +$943K +4,183 +377%
FCAG
2191
First Capital Advisors Group
New Jersey
$1.19M -$18.5K -82 -2%
DAM
2192
Delta Asset Management
Tennessee
$1.19M +$25K +111 +2%
NFSG
2193
Newbridge Financial Services Group
Florida
$1.19M +$38.8K +172 +3%
WIA
2194
Westbourne Investment Advisors
Maryland
$1.19M -$38.3K -170 -3%
MCWS
2195
McKinley Carter Wealth Services
West Virginia
$1.18M -$133K -589 -10%
BFIC
2196
Bedell Frazier Investment Counselling
California
$1.18M +$28.2K +125 +2%
MWAM
2197
Manhattan West Asset Management
California
$1.18M +$221K +978 +23%
DS
2198
DRW Securities
Illinois
$1.18M +$914K +4,053 +344%
BMC
2199
Beaton Management Company
Massachusetts
$1.18M – – –
KIG
2200
Kennedy Investment Group
New Jersey
$1.18M -$18.3K -81 -2%
86 87
88
89 90