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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 %
FIA
1526
Foundations Investment Advisors
Arizona
$3.69M +$240K +1,064 +7%
EHC
1527
Everett Harris & Co
California
$3.68M +$3.61K +16 +0.1%
EFI
1528
EHP Funds Inc
Canada
$3.67M +$469K +2,080 +15%
CB
1529
Cadence Bank
Mississippi
$3.66M -$47.6K -211 -1%
CCA
1530
Checchi Capital Advisers
California
$3.66M +$94.2K +418 +3%
CWM
1531
Centric Wealth Management
Illinois
$3.66M +$115K +508 +3%
FSC
1532
Full Sail Capital
Oklahoma
$3.65M -$11K -49 -0.3%
Walleye Capital
1533
Walleye Capital
New York
$3.65M -$5.05M -22,377 -58%
NB
1534
NBT Bank
New York
$3.64M +$64.7K +287 +2%
WCM
1535
Wunderlich Capital Managemnt
Tennessee
$3.63M -$14.7K -65 -0.4%
MWM
1536
Modera Wealth Management
New Jersey
$3.62M +$213K +946 +6%
SCM
1537
Seascape Capital Management
New Hampshire
$3.62M +$10.8K +48 +0.3%
PT
1538
Plimoth Trust
Massachusetts
$3.61M +$139K +616 +4%
IIA
1539
ICW Investment Advisors
Arizona
$3.61M +$35.6K +158 +1%
NAM
1540
NTV Asset Management
West Virginia
$3.61M – – –
PIMJS
1541
PKO Investment Management Joint-Stock
Poland
$3.61M +$3.61M +16,000 New
ETCM
1542
Evolutionary Tree Capital Management
Virginia
$3.61M +$809K +3,586 +29%
JIP
1543
Jaffetilchin Investment Partners
Florida
$3.6M +$305K +1,353 +9%
BPCA
1544
Bank Pictet & Cie (Asia)
Singapore
$3.59M -$213K -945 -6%
NIMI
1545
Natixis Investment Managers International
France
$3.59M -$294K -1,306 -8%
QCG
1546
Quadrant Capital Group
Ohio
$3.58M +$241K +1,071 +7%
UAM
1547
Unison Asset Management
Florida
$3.57M +$3.16K +14 +0.1%
CCM
1548
Canal Capital Management
Virginia
$3.56M -$395K -1,750 -10%
TSW
1549
Thompson Siegel & Walmsley
Virginia
$3.54M -$385K -1,707 -10%
SSWM
1550
Strait & Sound Wealth Management
California
$3.54M +$2.71K +12 +0.1%
60 61
62
63 64