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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 %
SFG
526
Sather Financial Group
Texas
$35.1M +$1.02M +4,527 +3%
ACM
527
Advisors Capital Management
New Jersey
$34.9M +$373K +1,656 +1%
MC
528
Montag & Caldwell
Georgia
$34.8M -$485K -2,149 -1%
HP
529
Hikari Power
Japan
$34.6M – – –
RJT
530
Raymond James Trust
Florida
$34.6M -$231K -1,025 -0.7%
NA
531
NewEdge Advisors
Louisiana
$34.6M +$1.72M +7,637 +5%
DIA
532
Dana Investment Advisors
Wisconsin
$34.5M -$641K -2,845 -2%
SEM
533
Suncoast Equity Management
Florida
$34M +$42.6K +189 +0.1%
NSAM
534
North Star Asset Management
Wisconsin
$33.8M -$22.5K -100 -0.1%
TIM
535
Thornburg Investment Management
New Mexico
$33.7M -$10.1M -44,708 -23%
DKCM
536
Davidson Kempner Capital Management
New York
$33.7M +$22.5M +99,622 +199%
DKP
537
Davidson Kempner Partners
New York
$33.7M +$33.7M +149,622 New
Voloridge Investment Management
538
Voloridge Investment Management
Florida
$33.7M +$33.7M +149,576 New
WA
539
WestEnd Advisors
North Carolina
$33.4M -$34.8M -167,464 Closed
OCM
540
Osterweis Capital Management
California
$33.4M -$237K -1,053 -0.7%
Parallax Volatility Advisers
541
Parallax Volatility Advisers
California
$33.3M +$1.35M +6,006 +4%
HPG
542
Harvest Portfolios Group
Ontario, Canada
$33.2M +$1M +4,439 +3%
Wealthfront Advisers
543
Wealthfront Advisers
California
$33M +$1.81M +8,043 +6%
BFO
544
Boston Family Office
Massachusetts
$33M -$67.2K -298 -0.2%
NSLI
545
Nan Shan Life Insurance
Taiwan
$33M -$61.2M -271,379 -65%
O
546
Ossiam
France
$33M -$3.31M -14,663 -9%
PI
547
PGGM Investments
Netherlands
$32.6M +$7.93M +35,151 +32%
CNAM
548
Campbell Newman Asset Management
Wisconsin
$32.2M -$354K -1,570 -1%
SF
549
Synovus Financial
Georgia
$32.1M -$1.53M -6,768 -5%
VCM
550
Violich Capital Management
California
$32.1M -$113K -500 -0.3%
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