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 %
NMIMC
901
Northwestern Mutual Investment Management Company
Wisconsin
$11.5M -$37.4K -166 -0.3%
IGGA
902
Iron Gate Global Advisors
Utah
$11.5M -$416K -1,842 -3%
TF
903
Talbot Financial
Washington
$11.5M -$279K -1,236 -2%
WP
904
WMS Partners
Maryland
$11.5M -$587K -2,605 -5%
CCM
905
Copeland Capital Management
Pennsylvania
$11.5M -$396K -1,758 -3%
CI
906
Capital International
California
$11.5M +$885K +3,925 +8%
BC
907
Burney Company
Virginia
$11.5M -$13.3K -59 -0.1%
RWA
908
River Wealth Advisors
Pennsylvania
$11.5M -$68.3K -303 -0.6%
AF
909
Alerus Financial
North Dakota
$11.4M -$145K -641 -1%
ACL
910
Azora Capital LP
Florida
$11.4M +$11.4M +50,529 New
DAC
911
Dividend Assets Capital
South Carolina
$11.4M – – –
AAF
912
Andra AP-fonden
Sweden
$11.4M +$3.28M +14,541 +41%
WAM
913
Weatherly Asset Management
California
$11.3M -$65.4K -290 -0.6%
YL
914
YCG LLC
Texas
$11.3M -$42.8K -190 -0.4%
PMG
915
ProVise Management Group
Florida
$11.2M +$533K +2,366 +5%
MFAM
916
Motley Fool Asset Management
Virginia
$11.1M -$278K -1,235 -2%
LBC
917
Lowe Brockenbrough & Co
Virginia
$11.1M +$248K +1,102 +2%
DAM
918
Deltec Asset Management
New York
$11.1M +$203K +900 +2%
AIP
919
Ameritas Investment Partners
Nebraska
$11.1M -$69.2K -307 -0.6%
CK
920
Cohen Klingenstein
New York
$11M – – –
DWT
921
Dorsey & Whitney Trust
South Dakota
$11M +$114K +506 +1%
FWTB
922
First Western Trust Bank
Colorado
$11M +$454K +2,012 +4%
ZDA
923
Zweig-DiMenna Associates
New York
$10.9M +$1.52M +6,750 +16%
LNB
924
Ledyard National Bank
$10.9M -$373K -1,654 -3%
PIM
925
Progressive Investment Management
Oregon
$10.8M +$110K +486 +1%
35 36
37
38 39