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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 %
RMCM
1401
Reynders McVeigh Capital Management
Massachusetts
$4.48M -$89.3K -396 -2%
AP
1402
Americana Partners
Texas
$4.48M +$264K +1,173 +6%
MMG
1403
Monetary Management Group
Missouri
$4.48M -$101K -450 -2%
PCM
1404
Prelude Capital Management
New York
$4.47M +$1.09M +4,830 +32%
CL
1405
Choreo LLC
Illinois
$4.47M +$2.91M +12,890 +186%
CI
1406
Cigna Investments
Connecticut
$4.46M -$132K -586 -3%
LWIC
1407
Leith Wheeler Investment Counsel
British Columbia, Canada
$4.45M +$275K +1,220 +7%
CSA
1408
Cottage Street Advisors
Massachusetts
$4.45M -$707M -3,136,600 -99%
FMAEN1
1409
Fund Management at Engine No 1
California
$4.44M +$386K +1,710 +10%
BKA
1410
Brick & Kyle Associates
Pennsylvania
$4.44M -$15.6K -69 -0.3%
SWA
1411
SFMG Wealth Advisors
Texas
$4.43M +$412K +1,826 +10%
EAM
1412
Eagle Asset Management
Florida
$4.43M +$970K +4,303 +28%
EW
1413
Evoke Wealth
California
$4.41M +$308K +22,191 +7%
MM
1414
Meridian Management
Arkansas
$4.38M -$210K -931 -5%
HAIM
1415
Hunter Associates Investment Management
Pennsylvania
$4.38M -$57.6K -254 -1%
ITFISA
1416
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.36M +$110K +496 +3%
SAM
1417
SP Asset Management
California
$4.34M +$8.79K +39 +0.2%
MCM
1418
Moore Capital Management
New York
$4.34M -$36.3M -161,051 -89%
MWM
1419
Meridian Wealth Management
Kentucky
$4.33M -$89.7K -398 -2%
ISB
1420
Iowa State Bank
Iowa
$4.32M -$216K -957 -5%
FHA
1421
First Horizon Advisors
Tennessee
$4.32M +$316K +1,400 +8%
TCA
1422
Trifecta Capital Advisors
Illinois
$4.32M +$68.8K +305 +2%
BEC
1423
Blue Edge Capital
Virginia
$4.32M -$9.02K -40 -0.2%
ACM
1424
Aljian Capital Management
Nevada
$4.31M -$63.8K -283 -1%
TVWM
1425
Tower View Wealth Management
Wisconsin
$4.31M -$27.3K -121 -0.6%
55 56
57
58 59