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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 %
WMC
1001
Westwood Management Corporation
Illinois
$9.09M -$45.1K -200 -0.5%
AIP
1002
Alapocas Investment Partners
Massachusetts
$9.08M -$101K -450 -1%
SW
1003
Solidarity Wealth
Utah
$9.06M +$9.06M +40,199 New
TCM
1004
Traynor Capital Management
Pennsylvania
$9.04M -$196K -870 -2%
MLL
1005
Moody Lynn & Lieberson
Massachusetts
$9.03M +$38.3K +170 +0.4%
RCWMU
1006
Rothschild & Co Wealth Management (UK)
United Kingdom
$9.03M +$448K +1,988 +5%
MGM
1007
Miura Global Management
New York
$9.02M -$3.38M -15,000 -27%
SM
1008
Selkirk Management
New Jersey
$9.02M – – –
YCM
1009
Yost Capital Management
Texas
$9.02M +$9.02M +40,000 New
BG
1010
Bahl & Gaynor
Ohio
$9.01M -$1.02M -4,542 -10%
CAM
1011
Clark Asset Management
New Hampshire
$8.99M – – –
LT
1012
Legacy Trust
Michigan
$8.96M +$80.5K +357 +0.9%
CTC (Chicago Trading Company)
1013
CTC (Chicago Trading Company)
Illinois
$8.95M +$8.95M +40,243 New
KHLMTHM
1014
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.91M – – –
PWP
1015
Principle Wealth Partners
Connecticut
$8.9M +$220K +978 +3%
CAL
1016
Capital Analysts LLC
Pennsylvania
$8.9M +$273K +1,209 +3%
SNB
1017
Security National Bank
Nebraska
$8.9M -$497K -2,205 -5%
PJSIMP
1018
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.86M -$196K -855 -2%
PCM
1019
Parsons Capital Management
Rhode Island
$8.84M +$14.9K +66 +0.2%
M
1020
MOTCO
Texas
$8.82M -$82.7K -367 -0.9%
VCM
1021
Vision Capital Management
Oregon
$8.8M -$255K -1,130 -3%
ZB
1022
Zions Bancorporation
Utah
$8.76M +$641K +2,841 +8%
PA
1023
Perennial Advisors
New York
$8.76M +$383K +1,700 +5%
GAM
1024
Gotham Asset Management
New York
$8.75M -$720K -3,194 -8%
FCBT
1025
First Citizens Bank & Trust
North Carolina
$8.73M +$1.54M +6,849 +21%
39 40
41
42 43