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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 %
IAS
2401
Investment Advisory Services
Texas
$868K – – –
PFA
2402
Pathway Financial Advisers
Indiana
$868K +$58.2K +258 +7%
SOS
2403
Silver Oak Securities
Tennessee
$865K -$37.4K -166 -4%
SFG
2404
StrategIQ Financial Group
Indiana
$864K – – –
AWS
2405
Aspen Wealth Strategies
Colorado
$861K -$12.4K -55 -1%
AWA
2406
AmeriServ Wealth Advisors
Pennsylvania
$860K -$4.06K -18 -0.5%
SWA
2407
Strata Wealth Advisors
Texas
$860K -$78.2K -347 -8%
MFG
2408
Midwest Financial Group
Kansas
$855K +$855K +3,790 New
AWA
2409
Alta Wealth Advisors
Massachusetts
$854K +$20.3K +90 +2%
NAS
2410
Nicolet Advisory Services
Wisconsin
$854K +$354K +1,566 +71%
SCA
2411
STALEY CAPITAL ADVISERS
Pennsylvania
$853K +$357K +1,585 +72%
VV
2412
Verity & Verity
South Carolina
$853K -$275K -1,219 -24%
PGWM
2413
Pitti Group Wealth Management
New York
$852K -$5.19K -23 -0.6%
CFO
2414
CVA Family Office
Colorado
$850K +$46.2K +205 +6%
AWM
2415
Atticus Wealth Management
Florida
$848K -$20.5K -91 -2%
WA
2416
Waverly Advisors
Alabama
$848K +$18.5K +82 +2%
LSIA
2417
LaSalle St. Investment Advisors
Illinois
$846K +$846K +3,752 New
SAM
2418
SignalPoint Asset Management
Missouri
$845K -$3.83K -17 -0.5%
FC
2419
Forte Capital
New York
$843K -$59.1K -262 -7%
SQA
2420
Simon Quick Advisors
New Jersey
$842K +$303K +1,345 +56%
CWM
2421
Cordatus Wealth Management
Pennsylvania
$838K -$167K -742 -17%
AWP
2422
Accretive Wealth Partners
New Jersey
$837K +$12.9K +57 +2%
IIM
2423
Ironwood Investment Management
Massachusetts
$835K -$12.2K -54 -1%
LTAS
2424
Linden Thomas Advisory Services
North Carolina
$835K +$74.4K +330 +10%
JFA
2425
JNBA Financial Advisors
Minnesota
$830K -$4.96K -22 -0.6%
95 96
97
98 99