V icon

Visa
V

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 %
1WM
2226
1900 Wealth Management
Texas
$1.13M +$119K +568 +12%
QFA
2227
Quattro Financial Advisors
Texas
$1.13M – – –
EFH
2228
Eaton Financial Holdings
Florida
$1.13M -$8.57K -38 -0.8%
WE
2229
Wealth Effects
Massachusetts
$1.13M +$136K +604 +14%
EFG
2230
Everhart Financial Group
Ohio
$1.12M +$168K +747 +18%
TIA
2231
Trust Investment Advisors
Indiana
$1.12M -$17.6K -78 -2%
CCMW
2232
Cypress Capital Management (Wyoming)
Wyoming
$1.12M -$22.5K -100 -2%
LB
2233
Leo Brokerage
Texas
$1.12M +$1.12M +4,954 New
PMA
2234
Prudent Man Advisors
Illinois
$1.11M -$2.03K -9 -0.2%
PWAM
2235
Pinnacle West Asset Management
Wyoming
$1.11M +$1.11M +4,915 New
ACM
2236
Absolute Capital Management
Pennsylvania
$1.11M +$705K +3,126 +175%
LI
2237
Lafayette Investments
Maryland
$1.1M +$5.86K +26 +0.5%
FCM
2238
Fortis Capital Management
Washington
$1.1M +$68.5K +304 +7%
KCM
2239
Knoll Capital Management
Florida
$1.09M – – –
GWS
2240
Glassman Wealth Services
Virginia
$1.09M +$8.34K +37 +0.8%
NGA
2241
Naples Global Advisors
Florida
$1.09M -$46.7K -207 -4%
PWP
2242
Pursue Wealth Partners
California
$1.09M – – –
BOM
2243
Bank of Marin
California
$1.08M -$70.3K -312 -6%
SL
2244
Salomon & Ludwin
Virginia
$1.08M -$15.1K -67 -1%
GSB
2245
Greenfield Savings Bank
Massachusetts
$1.08M -$73.3K -325 -6%
PWSG
2246
Pacific Wealth Strategies Group
California
$1.08M +$85.7K +380 +9%
FNBOH
2247
First National Bank of Hutchinson
Kansas
$1.08M +$55.7K +247 +5%
LOIP
2248
Live Oak Investment Partners
Texas
$1.08M -$1,000K – –
OL
2249
Optas LLC
Texas
$1.08M -$24.6K -109 -2%
RGC
2250
Roberts, Glore & Co
Illinois
$1.07M -$11.3K -50 -1%
88 89
90
91 92