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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 %
WCM
2351
WealthBridge Capital Management
Ohio
$918K +$3.38K +15 +0.4%
WRPWM
2352
Werba Rubin Papier Wealth Management
California
$917K +$1.35K +6 +0.1%
MPIA
2353
Mountain Pacific Investment Advisers
Idaho
$917K – – –
DP
2354
DDD Partners
Washington
$916K – – –
WCM
2355
Windsor Capital Management
Arizona
$916K -$19.8K -88 -2%
TWM
2356
Tradition Wealth Management
Minnesota
$913K +$162K +718 +22%
FC
2357
FCA Corp
Texas
$913K +$361K +1,603 +66%
TA
2358
Tectonic Advisors
Texas
$912K +$38.8K +172 +4%
PWMG
2359
Provence Wealth Management Group
California
$912K +$234K +1,036 +34%
MIM
2360
Manitou Investment Management
Ontario, Canada
$911K -$989K -4,387 -52%
ACH
2361
ArrowMark Colorado Holdings
Colorado
$909K -$86.4K -383 -9%
CP
2362
Castleview Partners
Texas
$909K -$40.6K -180 -4%
BIA
2363
Bigelow Investment Advisors
Maine
$909K -$6.76K -30 -0.7%
ZF
2364
Zhang Financial
Michigan
$909K -$19.8K -88 -2%
CIP
2365
Convergence Investment Partners
Florida
$906K -$64.1K -284 -7%
HWM
2366
Howard Wealth Management
Connecticut
$905K -$1.35K -6 -0.1%
CBT
2367
CoreFirst Bank & Trust
Kansas
$904K -$36.1K -160 -4%
EWM
2368
Elmwood Wealth Management
California
$903K +$4.06K +18 +0.5%
SAM
2369
Strategy Asset Managers
California
$902K +$35.9K +159 +4%
NC
2370
NinePointTwo Capital
California
$902K -$13.3K -59 -1%
ACM
2371
Ascendant Capital Management
California
$902K -$113K -500 -11%
HA
2372
Harbor Advisors
Florida
$902K – – –
PFO
2373
PMC FIG Opportunities
Israel
$902K +$902K +4,000 New
BCP
2374
Berkeley Capital Partners
Georgia
$901K -$8.34K -37 -0.9%
MCIA
2375
Mountain Capital Investment Advisors
Colorado
$901K -$6.75K -29 -0.7%
93 94
95
96 97