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Visa
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Overview Fund Activity

3,493 hedge funds and large institutions have $350B invested in Visa in 2023 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,501 increasing their positions, 1,406 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,493
Holders Change
+28
Holders Change %
+0.81%
% of All Funds
55.69%
Holding in Top 10
500
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-3.66%
% of All Funds
7.97%
New
157
Increased
1,501
Reduced
1,406
Closed
96
Calls
$4.33B
Puts
$3.17B
Net Calls
+$1.16B
Net Calls Change
-$141M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$525M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$519M
3
Capital International Investors
Capital International Investors
California
+$435M
4
DZ Bank
DZ Bank
Germany
+$386M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$358M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
-$632M
2
State Street
State Street
Massachusetts
-$612M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$502M
4
BlackRock
BlackRock
New York
-$463M
5
Invesco
Invesco
Georgia
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
2476
StrategIQ Financial Group
Indiana
$895K -$5.75K -25 -0.6%
MC
2477
McMorgan & Co
California
$891K -$1.61K -7 -0.2%
WHC
2478
Wulff, Hansen & Co
California
$890K +$29.9K +130 +3%
CFA
2479
Cahill Financial Advisors
Minnesota
$889K -$9.66K -42 -1%
BFA
2480
Bragg Financial Advisors
North Carolina
$889K -$3.22K -14 -0.4%
MIM
2481
Manitou Investment Management
Ontario, Canada
$887K -$37.7K -164 -4%
GD
2482
Grandfield & Dodd
New York
$886K -$6.44K -28 -0.7%
KA
2483
Klingman & Associates
New York
$885K +$233K +1,011 +36%
CBT
2484
CoreFirst Bank & Trust
Kansas
$885K +$112K +489 +15%
CCS
2485
Concentric Capital Strategies
Connecticut
$885K +$885K +3,846 New
WFAG
2486
Worth Financial Advisory Group
North Carolina
$884K +$62.3K +271 +8%
RHAM
2487
Round Hill Asset Management
California
$882K -$8.05K -35 -0.9%
TA
2488
Tectonic Advisors
Texas
$882K -$51.5K -224 -6%
SAM
2489
SignalPoint Asset Management
Missouri
$878K +$15K +65 +2%
MM
2490
MQS Management
New York
$876K +$876K +3,809 New
MFG
2491
Midwest Financial Group
Kansas
$876K +$2.99K +13 +0.3%
MC
2492
Miramar Capital
Illinois
$875K -$48.3K -210 -5%
CCM
2493
Crew Capital Management
Ohio
$875K -$47.6K -207 -5%
AWM
2494
Aprio Wealth Management
Georgia
$874K +$321K +1,395 +58%
UCB
2495
United Community Bank
South Carolina
$873K +$215K +933 +33%
AWM
2496
Atticus Wealth Management
Florida
$872K +$4.83K +21 +0.6%
WMA
2497
Wealth Management Associates
New Jersey
$869K +$19.3K +84 +2%
SOS
2498
Silver Oak Securities
Tennessee
$866K -$96.1K -418 -10%
BWA
2499
Blodgett Wealth Advisors
California
$865K – – –
JWM
2500
Janiczek Wealth Management
Colorado
$865K +$203K +883 +31%
98 99
100
101 102