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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 %
AIM
476
Avity Investment Management
Connecticut
$42.1M -$1.44M -6,389 -3%
SI
477
Stephens Inc
Arkansas
$42.1M -$854K -3,789 -2%
BFS
478
Baskin Financial Services
Ontario, Canada
$41.7M -$159K -707 -0.4%
RFC
479
Regions Financial Corp
Alabama
$41.2M +$714K +3,167 +2%
VCM
480
Vigilant Capital Management
Maine
$40.9M +$43.1K +191 +0.1%
BPWM
481
Badgley Phelps Wealth Managers
Washington
$40.7M +$791K +3,507 +2%
SGM
482
Skye Global Management
Florida
$40.6M +$40.6M +180,000 New
ZCI
483
Zevenbergen Capital Investments
Washington
$40M -$4.51M -20,025 -10%
ADEF
484
Adams Diversified Equity Fund
Maryland
$40M – – –
WGAM
485
Wilkinson Global Asset Management
New York
$39.9M -$99.2K -440 -0.2%
ZIC
486
ZWJ Investment Counsel
Georgia
$39.8M -$1.3M -5,763 -3%
KeyBank National Association
487
KeyBank National Association
Ohio
$39.7M -$912K -4,047 -2%
NP
488
NS Partners
United Kingdom
$39.6M -$901K -3,995 -2%
FLPIM
489
F.L. Putnam Investment Management
Massachusetts
$39.6M +$1.54M +6,835 +4%
AT
490
Avalon Trust
New Mexico
$39.1M +$39.1M +173,389 New
AWM
491
AE Wealth Management
Kansas
$39M +$2.58M +11,453 +7%
CC
492
Cornerstone Capital
California
$39M +$11K +49 +0%
Mercer Global Advisors
493
Mercer Global Advisors
Colorado
$38.7M +$373K +1,655 +1%
ICP
494
Ironvine Capital Partners
Nebraska
$38.7M -$5.75M -25,524 -13%
KIA
495
KCM Investment Advisors
California
$38.5M -$67.6K -300 -0.2%
VMPIC
496
Varma Mutual Pension Insurance Co
Finland
$38.2M -$2.25M -10,000 -6%
PCM
497
Prana Capital Management
Connecticut
$38.1M +$1.26M +5,582 +3%
PNC
498
Park National Corp
Ohio
$38M -$1.8M -7,974 -5%
CPSAC
499
Chas P. Smith & Associates (CPS)
Florida
$37.9M +$45.3K +201 +0.1%
SPIA
500
Steward Partners Investment Advisory
New York
$37.7M +$262K +1,163 +0.7%
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