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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 %
CA
2201
Cambridge Advisors
Nebraska
$1.17M -$22.3K -99 -2%
RC
2202
RBO & Co
California
$1.17M – – –
WI
2203
Wintrust Investments
Illinois
$1.17M -$5.92M -28,390 -84%
CA
2204
Claro Advisors
Massachusetts
$1.16M +$22.1K +98 +2%
NB
2205
Nicolet Bankshares
Wisconsin
$1.16M +$34.3K +152 +3%
MCCA
2206
Mill Creek Capital Advisors
Pennsylvania
$1.16M +$235K +1,043 +25%
SIM
2207
Sterling Investment Management
Arizona
$1.16M -$572K -2,537 -33%
PSP
2208
Principal Street Partners
Tennessee
$1.16M -$99K -439 -8%
FP
2209
Fiduciary Planning
Florida
$1.16M -$41.7K -185 -3%
FFA
2210
Founders Financial Alliance
North Carolina
$1.16M -$113K -495 -9%
OWA
2211
One Wealth Advisors
California
$1.16M +$260K +1,155 +29%
DIP
2212
DT Investment Partners
Pennsylvania
$1.15M – – –
WIM
2213
WealthPlan Investment Management
Nebraska
$1.15M -$2.27M -10,055 -66%
HIM
2214
Harbour Investment Management
Washington
$1.15M +$16.5K +73 +1%
JSL
2215
JT Stratford LLC
Georgia
$1.15M +$120K +531 +12%
CIM
2216
Caldwell Investment Management
Ontario, Canada
$1.15M – – –
OBWG
2217
Onyx Bridge Wealth Group
New York
$1.15M +$24.4K +108 +2%
TF
2218
TLWM Financial
Texas
$1.14M -$4.28K -19 -0.4%
TBWA
2219
Three Bridge Wealth Advisors
California
$1.14M +$346K +1,536 +44%
AIM
2220
Alhambra Investment Management
Florida
$1.14M +$451 +2 +0%
RPWA
2221
Regent Peak Wealth Advisors
Georgia
$1.14M -$33.4K -148 -3%
BWP
2222
BSW Wealth Partners
Colorado
$1.13M +$21.9K +97 +2%
SFB
2223
STAR Financial Bank
Indiana
$1.13M -$34.7K -154 -3%
WLPWM
2224
Walled Lake Planning & Wealth Management
Illinois
$1.13M +$142K +630 +14%
BONH
2225
Bank of New Hampshire
New Hampshire
$1.13M -$118K -522 -9%
87 88
89
90 91