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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 %
FBFS
2326
First Business Financial Services
Wisconsin
$954K +$2.03K +9 +0.2%
BCM
2327
Brainard Capital Management
Texas
$954K -$46.9K -208 -5%
T2I
2328
Turim 21 Investimentos
Brazil
$953K +$898K +3,985 +1,660%
RHAM
2329
Round Hill Asset Management
California
$951K -$11.3K -50 -1%
KA
2330
KLCM Advisors
Wisconsin
$948K +$44.6K +198 +5%
SJIM
2331
St. Johns Investment Management
Florida
$946K +$69.9K +310 +8%
WHCI
2332
W.H. Cornerstone Investments
Massachusetts
$946K +$134K +595 +17%
BA
2333
Bluesphere Advisors
Pennsylvania
$946K – – –
AFT
2334
Alpha Family Trust
California
$945K +$40.6K +180 +4%
FPAS
2335
Focus Partners Advisor Solutions
Missouri
$944K -$117K -517 -11%
CD
2336
Chapin Davis
Maryland
$940K -$303K -1,345 -24%
PSC
2337
Prentiss Smith & Co
Vermont
$938K – – –
GC
2338
Gould Capital
Washington
$937K -$182K -808 -16%
NSIM
2339
North Star Investment Management
Illinois
$935K +$212K +941 +29%
SRAM
2340
Spouting Rock Asset Management
Pennsylvania
$935K +$935K +4,146 New
EWA
2341
Encompass Wealth Advisors
Oregon
$932K -$33.8K -150 -4%
APW
2342
Acima Private Wealth
Virginia
$930K +$11.9K +53 +1%
JSW
2343
Journey Strategic Wealth
New Jersey
$925K -$45.5K -202 -5%
GAM
2344
Gemmer Asset Management
California
$925K +$676 +3 +0.1%
CWM
2345
Connecticut Wealth Management
Connecticut
$923K +$71.7K +318 +8%
RSC
2346
Red Spruce Capital
Pennsylvania
$922K +$8.12K +36 +0.9%
SW
2347
SteelPeak Wealth
California
$920K +$26.6K +118 +3%
TCM
2348
Tufton Capital Management
Maryland
$920K +$24.8K +110 +3%
FPF
2349
First Pacific Financial
Washington
$919K -$30.2K -134 -3%
MAM
2350
McLean Asset Management
Virginia
$919K -$39K -173 -4%
92 93
94
95 96