V icon

Visa
V

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 %
ORI
826
Oak Ridge Investments
Illinois
$13.5M -$68.8K -305 -0.5%
QIM
827
Quest Investment Management
Oregon
$13.5M -$1.68M -7,448 -11%
CAM
828
Columbia Asset Management
Michigan
$13.5M +$382K +1,694 +3%
CIA
829
CCM Investment Advisers
South Carolina
$13.5M -$2.02M -8,941 -13%
NIG
830
NFJ Investment Group
Texas
$13.4M -$758K -3,362 -5%
WC
831
Whitney & Co
New York
$13.3M +$363K +1,609 +3%
HI
832
Hendershot Investments
Virginia
$13.3M +$184K +817 +1%
GI
833
Gradient Investments
Minnesota
$13.3M +$1.27M +5,635 +11%
WS
834
Wedbush Securities
California
$13.3M -$356K -1,579 -3%
KA
835
Kerrisdale Advisers
Florida
$13.3M +$3.46M +15,337 +35%
FFP
836
FourThought Financial Partners
Florida
$13.2M -$46.9K -208 -0.4%
KFC
837
Klingenstein Fields & Co
New York
$13.2M -$127K -563 -1%
MIA
838
MMBG Investment Advisors
Florida
$13.2M -$1.1M -4,880 -8%
AMI
839
Amica Mutual Insurance
Rhode Island
$13.1M – – –
VFA
840
Valeo Financial Advisors
Indiana
$13.1M +$766K +3,398 +6%
BCM
841
Becker Capital Management
Oregon
$13.1M +$169K +750 +1%
KRSITF
842
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13M -$175K -774 -1%
FNFDCM
843
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13M +$338K +1,499 +3%
LCM
844
Logan Capital Management
Pennsylvania
$13M -$2.18M -9,661 -14%
FFBTD
845
First Financial Bank - Trust Division
Ohio
$13M -$232K -1,030 -2%
CC
846
Criteria Caixa
Spain
$13M – – –
CIA
847
Covington Investment Advisors
Pennsylvania
$13M -$1.78M -7,880 -12%
CWM
848
Cabot Wealth Management
Massachusetts
$12.9M +$1.58K +7 +0%
RSVP
849
Ramsay Stattman Vela & Price
Colorado
$12.9M +$138K +610 +1%
SSWM
850
Sheets Smith Wealth Management
North Carolina
$12.9M +$9.47K +42 +0.1%
32 33
34
35 36