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Visa
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Overview Fund Activity

3,746 hedge funds and large institutions have $407B invested in Visa in 2023 Q4 according to their latest regulatory filings, with 417 funds opening new positions, 1,515 increasing their positions, 1,438 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,746
Holders Change
+253
Holders Change %
+7.24%
% of All Funds
54.91%
Holding in Top 10
547
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+9.4%
% of All Funds
8.02%
New
417
Increased
1,515
Reduced
1,438
Closed
104
Calls
$4.52B
Puts
$4.04B
Net Calls
+$487M
Net Calls Change
-$677M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9B
2
State Street
State Street
Massachusetts
+$490M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$434M
4
BlackRock
BlackRock
New York
+$399M
5
Capital World Investors
Capital World Investors
California
+$345M

Top Sellers

1
CWM
CIBC World Markets
New York
-$666M
2
ESCM
Echo Street Capital Management
New York
-$599M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$501M
4
Goldman Sachs
Goldman Sachs
New York
-$464M
5
BI
BlueSpruce Investments
Illinois
-$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
2476
Semus Wealth Partners
Florida
$1.09M +$27.3K +105 +3%
CBA
2477
Coastal Bridge Advisors
Connecticut
$1.09M +$18.5K +71 +2%
CCM
2478
Carlson Capital Management
Minnesota
$1.09M +$203K +780 +23%
PSC
2479
Prentiss Smith & Co
Vermont
$1.09M – – –
AWM
2480
Alterna Wealth Management
Texas
$1.09M +$182K +700 +20%
BIA
2481
Bigelow Investment Advisors
Maine
$1.08M +$14.1K +54 +1%
GWCM
2482
Godshalk Welsh Capital Management
Pennsylvania
$1.08M -$156K -600 -13%
RFA
2483
Resurgent Financial Advisors
Georgia
$1.08M -$12.2K -47 -1%
FPCG
2484
Fort Pitt Capital Group
Pennsylvania
$1.08M +$182K +698 +20%
MS
2485
Madden Securities
Texas
$1.08M – – –
SPG
2486
Strategic Planning Group
Utah
$1.08M +$1.08M +4,136 New
CBFP
2487
Cedar Brook Financial Partners
Ohio
$1.08M -$52.3K -198 -5%
SRAM
2488
Spouting Rock Asset Management
Pennsylvania
$1.08M -$3.91K -15 -0.4%
CWA
2489
CJM Wealth Advisers
Virginia
$1.07M – – –
UW
2490
Unique Wealth
Florida
$1.07M +$269K +1,033 +33%
GAM
2491
Gemmer Asset Management
California
$1.07M +$1.04K +4 +0.1%
AIS
2492
AM Investment Strategies
Tennessee
$1.07M +$46.3K +178 +5%
RWA
2493
Rainsberger Wealth Advisors
Colorado
$1.07M -$32.8K -126 -3%
LSA
2494
Lion Street Advisors
Texas
$1.07M +$18.7K +72 +2%
BCP
2495
Berkeley Capital Partners
Georgia
$1.07M +$26.3K +101 +3%
FM
2496
Foster & Motley
Ohio
$1.07M -$70.6K -271 -6%
HGERS
2497
Householder Group Estate & Retirement Specialist
Arizona
$1.07M +$168K +647 +19%
MCWA
2498
Meadow Creek Wealth Advisors
Georgia
$1.06M +$1.06M +4,082 New
CWP
2499
Curated Wealth Partners
California
$1.06M +$41.7K +160 +4%
FC
2500
Forte Capital
New York
$1.06M +$4.95K +19 +0.5%
98 99
100
101 102