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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 %
API
726
Advisor Partners II
California
$17.6M +$1.29M +5,729 +8%
KWM
727
Kingsview Wealth Management
Oregon
$17.5M -$330K -1,463 -2%
Credit Agricole
728
Credit Agricole
France
$17.5M -$295M -1,309,487 -94%
CGA
729
Compound Global Advisors
Washington
$17.4M -$1.76M -7,815 -9%
PFO
730
Pathstone Family Office
New Jersey
$17.4M -$29.6M -129,113 -63%
SGK
731
Steigerwald Gordon & Koch
Virginia
$17.4M +$214K +951 +1%
AC
732
Avenir Corporation
Virginia
$17.3M -$475K -2,106 -3%
MCM
733
Makena Capital Management
California
$17.3M +$6.39M +28,331 +58%
SSA
734
South Street Advisors
New York
$17.3M +$28.2K +125 +0.2%
BCAM
735
Boston Common Asset Management
Massachusetts
$17.3M -$1.41M -6,240 -8%
MC
736
Moors & Cabot
Massachusetts
$17.2M +$11.5K +51 +0.1%
AIA
737
Avalon Investment & Advisory
Texas
$17.2M +$11M +48,944 +180%
BCM
738
BlueMar Capital Management
Florida
$17.1M -$2.62M -11,640 -13%
CTC
739
Central Trust Company
Missouri
$17.1M -$988K -4,384 -5%
NMERB
740
New Mexico Educational Retirement Board
New Mexico
$17.1M -$541K -2,400 -3%
ERIM
741
Eagle Ridge Investment Management
Connecticut
$17M -$355K -1,574 -2%
TA
742
TruWealth Advisors
Louisiana
$17M +$3.43M +15,192 +25%
WAM
743
Wallington Asset Management
Indiana
$17M -$25.9K -115 -0.2%
CIM
744
Chiron Investment Management
New York
$16.9M +$10.9M +48,509 +183%
WAM
745
Wolverine Asset Management
Illinois
$16.9M +$16.9M +74,925 New
KCM
746
Kornitzer Capital Management
Kansas
$16.7M -$488K -2,166 -3%
GT
747
Glenview Trust
Kentucky
$16.7M +$862K +3,823 +5%
IAA
748
Independent Advisor Alliance
North Carolina
$16.7M +$340K +1,509 +2%
PAS
749
Park Avenue Securities
New York
$16.6M -$591K -2,621 -3%
PWM
750
Perigon Wealth Management
California
$16.6M +$514K +2,278 +3%
28 29
30
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