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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 %
CTA
651
Chesley Taft & Associates
Illinois
$22.6M -$162K -717 -0.7%
PNAA
652
Pictet North America Advisors
Switzerland
$22.6M -$2.44M -10,819 -10%
LCAM
653
London & Capital Asset Management
United Kingdom
$22.6M -$1.73M -7,654 -7%
SIA
654
Sit Investment Associates
Minnesota
$22.5M -$480K -2,131 -2%
AAS
655
Avantax Advisory Services
Texas
$22.5M +$252K +1,119 +1%
BRWA
656
B. Riley Wealth Advisors
Florida
$22.5M +$564K +2,503 +3%
IG
657
Ithaka Group
Virginia
$22.2M -$26.7M -118,611 -55%
BC
658
Brookfield Corp
Ontario, Canada
$22.1M +$22.1M +97,961 New
NFGCM
659
Norman Fields Gottscho Capital Management
New York
$22.1M -$418K -1,852 -2%
AHC
660
Adell Harriman & Carpenter
Texas
$22M +$115K +512 +0.5%
NEI
661
Northwest & Ethical Investments
Ontario, Canada
$21.8M – – –
ACA
662
Aptus Capital Advisors
Alabama
$21.8M +$2.29M +10,147 +12%
DBG
663
De Burlo Group
Massachusetts
$21.8M +$1.76M +7,800 +9%
LF
664
Longbow Finance
Switzerland
$21.7M +$2.13M +9,455 +11%
PCM
665
Palisade Capital Management
New Jersey
$21.7M +$67.2K +298 +0.3%
DILIC
666
Dai-ichi Life Insurance Company
Japan
$21.6M -$1.78M -7,880 -8%
PP
667
Prudential plc
United Kingdom
$21.5M +$776K +3,442 +4%
RC
668
RBF Capital
California
$21.4M – – –
EB
669
Eastern Bank
Massachusetts
$21.3M -$176K -779 -0.8%
JC
670
Jacobs & Co
California
$21.3M -$567K -2,516 -3%
DWM
671
Dakota Wealth Management
Florida
$21.3M +$570K +2,529 +3%
AP
672
Archon Partners
New Jersey
$21.2M – – –
CFG
673
Citizens Financial Group
Rhode Island
$21.2M -$496K -2,199 -2%
YIA
674
YHB Investment Advisors
Connecticut
$21.1M +$155K +688 +0.7%
AIM
675
Anchor Investment Management
South Carolina
$20.9M +$109K +483 +0.5%
25 26
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