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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 %
FG
926
Fiduciary Group
Georgia
$10.8M -$99.2K -440 -0.9%
OPCM
927
Osborne Partners Capital Management
California
$10.8M +$57.9K +257 +0.5%
GCGDR
928
Geo Capital Gestora de Recursos
Brazil
$10.8M -$864K -3,833 -7%
OCAM
929
Onex Canada Asset Management
Ontario, Canada
$10.8M -$769K -3,411 -7%
PAM
930
Palisade Asset Management
Minnesota
$10.7M -$93.3K -414 -0.9%
WPP
931
Whalerock Point Partners
Rhode Island
$10.6M -$8.79K -39 -0.1%
SC
932
Sepio Capital
Utah
$10.6M -$998K -4,425 -9%
PTC
933
Philadelphia Trust Company
Pennsylvania
$10.6M +$168K +747 +2%
TCCM
934
Timber Creek Capital Management
Massachusetts
$10.5M -$37.4K -166 -0.4%
CNB
935
Camden National Bank
Maine
$10.5M +$47.8K +212 +0.5%
EWM
936
Evercore Wealth Management
New York
$10.5M -$85K -377 -0.8%
GGS
937
Galvin Gaustad & Stein
Arizona
$10.4M +$804K +3,568 +8%
HWM
938
HFR Wealth Management
New York
$10.4M -$37.2K -165 -0.4%
SWP
939
Stratos Wealth Partners
Ohio
$10.3M -$2.13M -9,450 -17%
CANY
940
Caxton Associates (New York)
New York
$10.3M -$5.51M -24,461 -35%
LC
941
Lakehouse Capital
Australia
$10.3M -$835K -3,704 -7%
SAM
942
Sompo Asset Management
Japan
$10.3M +$390K +1,730 +4%
FGP
943
Foyston, Gordon, & Payne
Ontario, Canada
$10.3M -$51.4K -228 -0.5%
AF
944
Allworth Financial
California
$10.3M +$10.8K +48 +0.1%
FFA
945
Fragasso Financial Advisors
Pennsylvania
$10.2M +$266K +1,178 +3%
CC
946
Courier Capital
New York
$10.2M -$103K -457 -1%
SSB
947
Sandy Spring Bank
Maryland
$10.2M -$33.8K -150 -0.3%
CI
948
CX Institutional
Indiana
$10.2M +$6.12M +26,837 +150%
TCOV
949
Trust Company of Vermont
Vermont
$10.2M +$771K +3,421 +8%
LOAME
950
Lombard Odier Asset Management (Europe)
United Kingdom
$10.1M +$1.06M +4,705 +12%
36 37
38
39 40