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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 %
OCM
951
One Capital Management
California
$10.1M +$56.1K +249 +0.6%
SPC
952
Sigma Planning Corp
Michigan
$10.1M -$1.16M -5,159 -10%
Acadian Asset Management
953
Acadian Asset Management
Massachusetts
$10.1M +$1.42M +6,292 +16%
SCM
954
Shelton Capital Management
Colorado
$10.1M +$5.63M +24,992 +128%
CCFCSB
955
Cape Cod Five Cents Savings Bank
Massachusetts
$10.1M +$2.48K +11 +0%
LS
956
Livforsakringsbolaget Skandia
Sweden
$9.99M – – –
MA
957
Mutual Advisors
Nebraska
$9.97M +$86.1K +382 +0.9%
HIMC
958
Heritage Investors Management Corp
Maryland
$9.88M -$236K -1,045 -2%
PWAG
959
Polaris Wealth Advisory Group
California
$9.86M +$9.15M +40,562 +1,283%
YC
960
Yarbrough Capital
Tennessee
$9.84M -$359K -1,592 -4%
BIC
961
Beach Investment Counsel
Pennsylvania
$9.84M +$1.85M +8,194 +23%
CCM
962
Coldstream Capital Management
Washington
$9.81M +$66.1K +293 +0.7%
FNBT
963
FineMark National Bank & Trust
Florida
$9.8M +$125K +553 +1%
SIMG
964
Sonora Investment Management Group
Arizona
$9.78M +$60K +266 +0.6%
MNBTD
965
Moody National Bank Trust Division
Texas
$9.77M +$14K +62 +0.1%
IMCOOI
966
Investment Management Corp of Ontario (IMCO)
Canada
$9.77M +$32.2K +143 +0.3%
CPIG
967
Chicago Partners Investment Group
Illinois
$9.76M +$4.78M +20,549 +96%
BSC
968
Brown Shipley & Co
United Kingdom
$9.74M +$9.74M +43,211 New
TRCT
969
Tower Research Capital (TRC)
New York
$9.7M +$668K +2,961 +7%
PG
970
Patten Group
Tennessee
$9.65M -$42.2K -187 -0.4%
MOS
971
MGO One Seven
Ohio
$9.65M +$2.69M +11,925 +39%
WB
972
Webster Bank
Connecticut
$9.62M -$252K -1,116 -3%
WIC
973
WealthBridge Investment Counsel
Alberta, Canada
$9.6M -$338K -1,500 -3%
BOH
974
Bank of Hawaii
Hawaii
$9.58M +$8.57K +38 +0.1%
AAM
975
Auxier Asset Management
Oregon
$9.58M -$27.1K -120 -0.3%
37 38
39
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