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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 %
MFG
2276
Menard Financial Group
Texas
$1.03M -$2.71K -12 -0.3%
DA
2277
DCM Advisors
New York
$1.03M -$9.02K -40 -0.9%
ECA
2278
Elevated Capital Advisors
Utah
$1.03M -$19.2K -85 -2%
HBW
2279
Hazlett, Burt & Watson
West Virginia
$1.03M +$9.46K +42 +0.9%
FCB
2280
First County Bank
Connecticut
$1.03M +$62.5K +277 +6%
FBT
2281
First Bankers Trust
Kentucky
$1.02M -$17.4K -77 -2%
BFIM
2282
Beese Fulmer Investment Management
Ohio
$1.02M -$40.6K -180 -4%
SGCA
2283
Steel Grove Capital Advisors
Tennessee
$1.02M +$225 +1 +0%
PWMG
2284
Pinnacle Wealth Management Group
Michigan
$1.02M +$22.5K +100 +2%
WTB
2285
Washington Trust Bank
Washington
$1.01M +$25.5K +113 +3%
ECM
2286
Elgethun Capital Management
South Dakota
$1.01M -$101K -449 -9%
FFA
2287
Farther Finance Advisors
California
$1.01M +$139K +615 +16%
MSS
2288
Mitchell Sinkler & Starr
Pennsylvania
$1.01M +$221K +981 +28%
EFL
2289
ERn Financial LLC
Wisconsin
$1M +$3.38K +15 +0.3%
HCM
2290
Hodges Capital Management
Texas
$1M +$143K +775 +17%
APIM
2291
Agate Pass Investment Management
Washington
$1M -$1.58K -7 -0.2%
CIM
2292
Corda Investment Management
Texas
$1M +$1M +4,438 New
ECM
2293
Estabrook Capital Management
New York
$994K -$14.7K -65 -1%
LCWP
2294
Legacy Capital Wealth Partners
Arkansas
$991K +$774K +3,433 +356%
FC
2295
Financial Consulate
Maryland
$989K +$5.64K +25 +0.6%
LP
2296
LGL Partners
Pennsylvania
$988K +$48.2K +214 +5%
KCM
2297
KLK Capital Management
California
$988K +$8.79K +39 +0.9%
EFG
2298
Ethos Financial Group
Pennsylvania
$988K +$48.9K +217 +5%
WI
2299
Wedgewood Investors
Pennsylvania
$988K +$902 +4 +0.1%
CIM
2300
CIM Investment Management
Pennsylvania
$987K +$41K +182 +4%
90 91
92
93 94