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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 %
GPI
2376
General Partner Inc
Pennsylvania
$900K – – –
WHC
2377
Wulff, Hansen & Co
California
$898K -$635K -2,815 -41%
HL
2378
HeadInvest LLC
Maine
$898K -$9.02K -40 -1%
KWS
2379
Keystone Wealth Services
California
$898K -$9.47K -42 -1%
VC
2380
Veracity Capital
Georgia
$894K -$17.4K -77 -2%
LOIM
2381
Liberty One Investment Management
Illinois
$894K -$23K -102 -3%
VEA
2382
Virtus ETF Advisers
New York
$893K -$22.3K -99 -2%
MS
2383
Madden Securities
Texas
$890K – – –
MPW
2384
Monterey Private Wealth
California
$889K +$15.6K +69 +2%
AIS
2385
AM Investment Strategies
Tennessee
$888K – – –
LA
2386
Latitude Advisors
Florida
$886K -$53K -235 -6%
BOPW
2387
Brandywine Oak Private Wealth
Pennsylvania
$886K +$1.35K +6 +0.2%
JF
2388
JSF Financial
California
$885K +$55.9K +248 +7%
TIM
2389
Tevis Investment Management
Texas
$885K +$3.38K +15 +0.4%
ME
2390
McIlrath & Eck
Washington
$885K +$99.7K +442 +13%
BFA
2391
Bragg Financial Advisors
North Carolina
$884K +$5.64K +25 +0.6%
APA
2392
Astoria Portfolio Advisors
New York
$884K -$71.7K -315 -8%
CCP
2393
Clarkston Capital Partners
Michigan
$878K -$42.8K -190 -5%
MC
2394
McMorgan & Co
California
$877K -$22.5K -100 -3%
LAM
2395
L2 Asset Management
Massachusetts
$877K +$37.7K +167 +4%
HCP
2396
Holt Capital Partners
Texas
$876K -$3.38K -15 -0.4%
BCM
2397
Basso Capital Management
Connecticut
$876K – – –
MA
2398
MJP Associates
Connecticut
$876K +$33.4K +148 +4%
DBRC
2399
D.B. Root & Company
Pennsylvania
$870K -$22.5K -100 -3%
GD
2400
Grandfield & Dodd
New York
$869K – – –
94 95
96
97 98