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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 %
JSA
876
Jacobson & Schmitt Advisors
Wisconsin
$12.2M -$13.5K -60 -0.1%
VIM
877
Vinva Investment Management
Australia
$12.2M +$12.2M +54,991 New
PIP
878
Peachtree Investment Partners
Florida
$12.2M -$122K -540 -1%
SC
879
Skylands Capital
Wisconsin
$12.1M -$293K -1,300 -2%
AJ
880
Ashburton (Jersey)
Jersey
$12.1M -$2.56M -11,375 -17%
BCMO
881
Buckingham Capital Management (Ohio)
Ohio
$12.1M -$304K -1,349 -2%
GVAG
882
Great Valley Advisor Group
Delaware
$12M +$3.43M +15,205 +40%
QCM
883
Quantinno Capital Management
New York
$12M +$227K +1,005 +2%
SS
884
Simplicity Solutions
Minnesota
$12M +$6.15M +27,273 +105%
AIM
885
Arcadia Investment Management
Michigan
$12M +$60.4K +268 +0.5%
PHAM
886
Pacific Heights Asset Management
California
$11.9M – – –
IP
887
Interval Partners
New York
$11.9M +$7.6M +33,730 +176%
LIM
888
Leavell Investment Management
Alabama
$11.9M -$130K -575 -1%
BSI
889
Bennett Selby Investments
Maine
$11.9M -$287K -1,272 -2%
PIM
890
Penobscot Investment Management
Massachusetts
$11.9M +$65.4K +290 +0.6%
DWA
891
Douglass Winthrop Advisors
New York
$11.7M -$459K -2,038 -4%
SAM
892
Sabadell Asset Management
Spain
$11.7M +$2.18M +9,543 +23%
Baillie Gifford & Co
893
Baillie Gifford & Co
United Kingdom
$11.7M -$141K -626 -1%
TCM
894
Thames Capital Management
New Jersey
$11.7M -$3.96M -17,562 -25%
CAMG
895
CWA Asset Management Group
Florida
$11.7M -$2.46M -10,917 -17%
CCP
896
Clough Capital Partners
Massachusetts
$11.7M +$4.63M +20,550 +66%
TFA
897
Toth Financial Advisory
Virginia
$11.6M +$411K +1,824 +4%
KA
898
Kintegral Advisory
New York
$11.6M -$625K -2,774 -5%
CIC
899
Chilton Investment Company
Connecticut
$11.6M -$60K -266 -0.5%
BMC
900
Benin Management Corp
Connecticut
$11.5M -$6.54K -29 -0.1%
34 35
36
37 38