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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 %
CVM
801
Cheviot Value Management
California
$14.4M +$266K +1,179 +2%
GI
802
GAMCO Investors
Connecticut
$14.3M -$126K -561 -0.9%
DIA
803
Davidson Investment Advisors
Montana
$14.3M -$1.1M -4,874 -7%
TPCW
804
TD Private Client Wealth
New York
$14.3M +$58.2K +258 +0.4%
GC
805
Grimes & Company
Massachusetts
$14.2M +$83.4K +370 +0.6%
ECM
806
ExodusPoint Capital Management
New York
$14.2M +$13.3M +58,984 +1,499%
SCA
807
Stonebridge Capital Advisors
Minnesota
$14.2M +$96.5K +428 +0.7%
JMFC
808
J.M. Forbes & Co
Massachusetts
$14.1M -$119K -530 -0.8%
KAM
809
Knightsbridge Asset Management
California
$14.1M +$108K +477 +0.8%
BTWM
810
Baker Tilly Wealth Management
Wisconsin
$14M +$864K +3,830 +7%
RWP
811
RWA Wealth Partners
Massachusetts
$14M +$236K +1,046 +2%
GH
812
GAM Holding
Switzerland
$14M +$1.42M +6,300 +11%
IWC
813
Integrated Wealth Concepts
Massachusetts
$13.9M +$3.13M +13,890 +29%
SCA
814
Stillwater Capital Advisors
Pennsylvania
$13.9M -$173K -767 -1%
SMI
815
Shelter Mutual Insurance
Missouri
$13.9M – – –
HC
816
Hendley & Co
Ohio
$13.9M -$588K -2,608 -4%
EGA
817
Eagle Global Advisors
Texas
$13.9M -$12.4K -55 -0.1%
FCH
818
Freestone Capital Holdings
Washington
$13.8M +$129K +574 +0.9%
PAM
819
Peak Asset Management
Colorado
$13.7M -$31.1K -138 -0.2%
USCWA
820
U.S. Capital Wealth Advisors
Texas
$13.7M +$2.26M +10,026 +20%
BBA
821
Baader Bank Aktiengesellschaft
Germany
$13.7M +$1.03M +4,605 +8%
LDB
822
Lee, Danner & Bass
Tennessee
$13.6M -$102K -453 -0.7%
CFM
823
Capricorn Fund Managers
United Kingdom
$13.6M +$1.49M +6,667 +12%
NI
824
Nepsis Inc
Minnesota
$13.5M -$516K -2,289 -4%
TIM
825
Tikehau Investment Management
France
$13.5M -$20.1M -89,290 -60%
31 32
33
34 35