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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 %
3F
2451
360 Financial
Minnesota
$805K – – –
WW
2452
Waterfront Wealth
Kansas
$803K -$49.4K -219 -6%
AWM
2453
Alterna Wealth Management
Texas
$801K -$313K -1,387 -28%
IIM
2454
Intact Investment Management
Quebec, Canada
$800K -$101K -450 -11%
PCM
2455
Pointe Capital Management
Michigan
$799K -$1.58K -7 -0.2%
OPA
2456
Old Port Advisors
Maine
$798K +$13.9K +61 +2%
PHIC
2457
Pine Haven Investment Counsel
Massachusetts
$798K +$27.1K +120 +4%
WPW
2458
Warther Private Wealth
Ohio
$797K -$81.8K -363 -9%
SF
2459
Symphony Financial
Texas
$796K -$46.7K -210 -6%
SAG
2460
Spotlight Asset Group
Illinois
$794K +$794K +4,173 New
KFA
2461
Kapstone Financial Advisors
Ohio
$794K +$9.31K +40 +1%
FAG
2462
Fortitude Advisory Group
Washington
$793K +$21.2K +94 +3%
CHJWM
2463
Carlton Hofferkamp & Jenks Wealth Management
Texas
$792K +$2.08K +9 +0.3%
MCA
2464
Magnolia Capital Advisors
Mississippi
$790K +$33.1K +147 +4%
BFWA
2465
Benchmark Financial Wealth Advisors
Florida
$789K +$17.4K +77 +2%
PL
2466
Plancorp LLC
Missouri
$788K +$72.1K +320 +10%
GIP
2467
Greatmark Investment Partners
Georgia
$785K +$451 +2 +0.1%
SRC
2468
Sage Rhino Capital
California
$782K -$3.83K -17 -0.5%
T
2469
TOBAM
France
$781K +$315K +1,396 +67%
MCM
2470
Mendel Capital Management
Arkansas
$779K +$47.1K +209 +6%
I
2471
INVST
Indiana
$778K -$306K -1,338 -28%
OFG
2472
Omega Financial Group
California
$777K +$902 +4 +0.1%
GG
2473
Golden Green
South Carolina
$776K -$1.23M -5,439 -61%
PFG
2474
Prosperity Financial Group
California
$773K +$13.5K +60 +2%
HCP
2475
Hexagon Capital Partners
Arkansas
$770K -$39.5K -175 -5%
97 98
99
100 101