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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 %
WMP
2301
Wealth Management Partners
Arizona
$984K +$82.3K +365 +9%
BWM
2302
Buckley Wealth Management
Nevada
$983K -$77.1K -342 -7%
CBFP
2303
Cedar Brook Financial Partners
Ohio
$979K -$59.3K -263 -6%
WCWM
2304
Willow Creek Wealth Management
California
$978K – – –
HKAM
2305
Horizon Kinetics Asset Management
New York
$978K – – –
BCM
2306
Blume Capital Management
California
$978K -$22.5K -100 -2%
CAM
2307
Cozad Asset Management
Illinois
$977K – – –
PWM
2308
Prentice Wealth Management
New York
$972K +$212K +942 +28%
OWA
2309
Outlook Wealth Advisors
Texas
$972K -$12.2K -54 -1%
CF
2310
Copperwynd Financial
Arizona
$970K +$439K +1,947 +83%
AA
2311
Alta Advisers
United Kingdom
$969K – – –
VIM
2312
VELA Investment Management
Ohio
$967K +$152K +676 +19%
VCM
2313
Versant Capital Management
Arizona
$965K +$5.86K +26 +0.6%
RWA
2314
Rainsberger Wealth Advisors
Colorado
$963K -$2.03K -9 -0.2%
GIM
2315
Groesbeck Investment Management
New Jersey
$961K – – –
FW
2316
FirstPurpose Wealth
Utah
$960K +$50.5K +224 +6%
MC
2317
Matisse Capital
Oregon
$958K +$729K +3,235 +319%
BA
2318
Birinyi Associates
Connecticut
$958K +$451K +2,000 +89%
APW
2319
Austin Private Wealth
Texas
$957K +$34K +151 +4%
IIA
2320
IPG Investment Advisors
California
$956K +$956K +4,242 New
IWN
2321
Independent Wealth Network
Iowa
$956K +$161K +713 +20%
CW
2322
Channel Wealth
California
$955K +$955K +4,238 New
SWP
2323
Semus Wealth Partners
Florida
$955K -$16.7K -74 -2%
PFSC
2324
Peoples Financial Services Corp
Pennsylvania
$955K -$38.8K -172 -4%
AA
2325
Aire Advisors
California
$955K -$27.1K -120 -3%
91 92
93
94 95