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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 %
CAM
501
Cidel Asset Management
Ontario, Canada
$37.7M -$368K -1,631 -1%
AI
502
Atria Investments
North Carolina
$37.4M -$815K -3,615 -2%
SDIC
503
South Dakota Investment Council
South Dakota
$37.4M -$2.23M -9,908 -6%
OC
504
Oppenheimer & Co
New York
$37.3M +$582K +2,581 +2%
Cetera Investment Advisers
505
Cetera Investment Advisers
Illinois
$37.1M -$1.5M -6,650 -4%
CAM
506
ClariVest Asset Management
California
$37.1M +$9.15M +40,590 +33%
CCP
507
Caden Capital Partners
California
$37.1M -$5.04M -22,374 -12%
PCIG
508
Partners Capital Investment Group
Massachusetts
$37M -$2.45M -10,868 -6%
BAMCO Inc
509
BAMCO Inc
New York
$36.9M +$70.6K +313 +0.2%
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$36.9M +$875K +3,882 +2%
B
511
Bailard
California
$36.8M +$1.34M +5,929 +4%
Tiger Global Management
512
Tiger Global Management
New York
$36.7M – – –
CSS
513
Cubist Systematic Strategies
Connecticut
$36.6M +$14.3M +63,256 +64%
ACM
514
Alta Capital Management
Utah
$36.6M -$2.99M -13,266 -8%
WTA
515
Washington Trust Advisors
Massachusetts
$36.4M -$206K -913 -0.6%
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$36.4M +$5.62M +24,938 +18%
SCM
517
Snyder Capital Management
California
$36.3M +$3.99M +17,715 +12%
CIP
518
Cornerstone Investment Partners
Georgia
$36.1M +$36.1M +160,318 New
ZCM
519
Ziegler Capital Management
Illinois
$36.1M +$141K +623 +0.4%
1SP
520
140 Summer Partners
New York
$35.7M -$1.98M -8,800 -5%
CA
521
Cornerstone Advisors
North Carolina
$35.6M – – –
CP
522
Cumberland Partners
Ontario, Canada
$35.6M -$533K -2,365 -1%
SAM
523
Shell Asset Management
Netherlands
$35.4M +$1.15M +5,085 +3%
VIA
524
Vident Investment Advisory
Georgia
$35.4M +$21.5M +95,303 +155%
CGH
525
Crossmark Global Holdings
Texas
$35.2M +$1.17M +5,201 +3%
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