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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 %
MGP
776
Metis Global Partners
California
$15.4M +$3.71M +16,457 +32%
EAM
777
EULAV Asset Management
Florida
$15.3M -$2.48M -10,999 -14%
AA
778
ALPS Advisors
Colorado
$15.3M -$898K -3,984 -6%
GP
779
Girard Partners
Pennsylvania
$15.3M -$555K -2,463 -4%
RSS
780
Rosenblum Silverman Sutton
California
$15.2M -$1.53M -6,803 -9%
PA
781
Parallel Advisors
California
$15.1M -$125K -556 -0.8%
HWM
782
HB Wealth Management
Georgia
$15.1M +$625K +2,772 +4%
BONST
783
Bank of Nova Scotia Trust
Ontario, Canada
$15.1M -$899K -3,989 -6%
ZIM
784
Zacks Investment Management
Illinois
$15M +$143K +633 +1%
DA
785
Dash Acquisitions
California
$15M +$281K +1,248 +2%
MGIA
786
Matthew Goff Investment Advisor
Texas
$15M -$26.2K -116 -0.2%
TM
787
Tiger Management
New York
$14.9M +$2.95M +13,100 +25%
FAT
788
First American Trust
California
$14.9M -$5.19K -23 -0%
SHGA
789
Sand Hill Global Advisors
California
$14.8M -$177K -786 -1%
MMC
790
Mizuho Markets Cayman
Cayman Islands
$14.8M +$13.3M +59,022 +897%
MMA
791
Mizuho Markets Americas
New York
$14.8M +$14.8M +65,600 New
RC
792
Randolph Company
Ohio
$14.7M – – –
MA
793
Montag & Associates
Georgia
$14.7M -$520K -2,307 -3%
AFG
794
Albion Financial Group
Utah
$14.6M -$8.62M -38,217 -37%
FMLI
795
Fukoku Mutual Life Insurance
Japan
$14.6M – – –
V
796
Veritable
Delaware
$14.5M -$89.3K -396 -0.6%
KLWA
797
Kelly Lawrence W & Associates
California
$14.4M -$436K -1,935 -3%
JPMIA
798
J.P. Marvel Investment Advisors
Massachusetts
$14.4M -$1.13K -5 -0%
TSS
799
Thomas Story & Son
Indiana
$14.4M -$80.9K -359 -0.6%
BBA
800
BLB&B Advisors
Pennsylvania
$14.4M -$318K -1,411 -2%
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