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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 %
CCA
2251
Column Capital Advisors
Indiana
$1.07M -$111K -492 -9%
GWCM
2252
Godshalk Welsh Capital Management
Pennsylvania
$1.07M -$5.64K -25 -0.5%
SAM
2253
S.A. Mason
Michigan
$1.07M -$11K -49 -1%
AFS
2254
Aft Forsyth & Sober
Florida
$1.07M – – –
PFA
2255
Professional Financial Advisors
Nebraska
$1.07M +$658K +2,968 +161%
TWA
2256
TCI Wealth Advisors
Arizona
$1.07M -$15.8K -70 -1%
VWA
2257
Visionary Wealth Advisors
Illinois
$1.06M +$111K +493 +12%
CA
2258
Centerpoint Advisors
Massachusetts
$1.06M +$2.93K +13 +0.3%
GSEP
2259
Golden State Equity Partners
California
$1.06M +$1.06M +4,700 New
CSIC
2260
Clifford Swan Investment Counsel
California
$1.06M -$5.64K -25 -0.5%
CCA
2261
Cora Capital Advisors
New Jersey
$1.06M -$44.6K -198 -4%
FB
2262
First Bancorp
Maine
$1.05M -$4.51K -20 -0.4%
WAG
2263
Wallace Advisory Group
California
$1.05M +$21.2K +94 +2%
FIB
2264
First Interstate Bank
Montana
$1.05M -$165K -734 -14%
TPWM
2265
Twelve Points Wealth Management
Massachusetts
$1.05M +$25.9K +115 +3%
FPA
2266
First Pacific Advisors
California
$1.05M – – –
RFA
2267
Resurgent Financial Advisors
Georgia
$1.04M -$677K -3,005 -39%
ICP
2268
Interchange Capital Partners
Pennsylvania
$1.04M +$425K +1,876 +69%
SAM
2269
Satovsky Asset Management
New York
$1.04M +$2.03K +9 +0.2%
LGWM
2270
Litman Gregory Wealth Management
California
$1.04M +$1.04M +4,619 New
PSP
2271
Pacific Sage Partners
Washington
$1.04M +$225 +1 +0%
MPPW
2272
Mitchell & Pahl Private Wealth
Oklahoma
$1.04M -$113K -499 -10%
HCM
2273
Horiko Capital Management
New York
$1.04M -$322K -1,430 -24%
CFP
2274
Catalyst Financial Partners
Massachusetts
$1.04M +$88.8K +394 +9%
FI
2275
Financial Insights
Washington
$1.03M +$647K +2,870 +167%
89 90
91
92 93