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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 %
PGWM
2426
Parisi Gray Wealth Management
New Jersey
$829K +$6.09K +27 +0.7%
MJP
2427
Michael J. Puzo
$829K -$11.3K -50 -1%
WFI
2428
West Family Investments
California
$828K +$132K +586 +19%
NEWAS
2429
N.E.W. Advisory Services
Wisconsin
$827K -$40.6K -180 -5%
BCM
2430
Brown Capital Management
Maryland
$827K -$4.51K -20 -0.5%
HG
2431
Harbor Group
New Hampshire
$827K – – –
GAM
2432
GEM Asset Management
Michigan
$826K +$2.93K +13 +0.4%
PP
2433
Patron Partners
Texas
$825K +$4.74K +21 +0.6%
SLT
2434
St Louis Trust
Missouri
$825K – – –
FPCG
2435
Fort Pitt Capital Group
Pennsylvania
$822K +$21K +93 +3%
PWM
2436
Palumbo Wealth Management
New York
$821K +$68.1K +302 +9%
QPW
2437
Quantum Private Wealth
Florida
$820K -$47.1K -209 -5%
GAM
2438
Gould Asset Management
California
$818K -$5.64K -25 -0.7%
BC
2439
Bowman & Company
Wisconsin
$816K +$137K +606 +20%
EAM
2440
Evanson Asset Management
California
$816K +$4.96K +22 +0.6%
NPA
2441
Nichols & Pratt Advisers
Massachusetts
$816K -$22.5K -100 -3%
LWM
2442
Liberty Wealth Management
California
$815K +$815K +3,616 New
BWA
2443
BDO Wealth Advisors
Florida
$814K +$78.9K +350 +11%
PPP
2444
Private Portfolio Partners
New Jersey
$812K -$49.8K -221 -6%
WWP
2445
WR Wealth Planners
Missouri
$812K +$263K +1,166 +48%
LOAMU
2446
Lombard Odier Asset Management (USA)
New York
$812K -$225K -1,000 -22%
PK
2447
Pflug Koory
Nebraska
$808K – – –
PFA
2448
Pure Financial Advisors
California
$807K +$11K +49 +1%
HCM
2449
Hutchinson Capital Management
California
$806K -$5.41K -24 -0.7%
ACA
2450
Affinity Capital Advisors
California
$806K -$34.5K -153 -4%
96 97
98
99 100