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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 %
MFS
2501
Mirabella Financial Services
United Kingdom
$865K -$840K -3,654 -49%
Voloridge Investment Management
2502
Voloridge Investment Management
Florida
$864K -$19.4M -84,497 -96%
PGWM
2503
Parisi Gray Wealth Management
New Jersey
$861K +$15.2K +66 +2%
WI
2504
Wedgewood Investors
Pennsylvania
$858K -$104K -450 -11%
AF
2505
Apexium Financial
Texas
$856K +$94.8K +412 +12%
GAM
2506
Gould Asset Management
California
$855K +$20.7K +90 +2%
TCM
2507
Tufton Capital Management
Maryland
$854K +$110K +480 +15%
KAS
2508
KPP Advisory Services
Kentucky
$853K +$853K +3,710 New
PFG
2509
Prosperity Financial Group
California
$852K +$38.4K +167 +5%
KWM
2510
Kolinsky Wealth Management
New Jersey
$852K +$82.3K +358 +11%
GAM
2511
GEM Asset Management
Michigan
$851K +$11.5K +50 +1%
DC
2512
Dantai Capital
Hong Kong
$851K +$851K +3,700 New
DDPIC
2513
Deroy & Devereaux Private Investment Counsel
Michigan
$849K – – –
CIP
2514
Convergence Investment Partners
Florida
$847K +$222K +967 +36%
WCM
2515
Wallace Capital Management
Texas
$844K – – –
BCM
2516
Brown Capital Management
Maryland
$843K – – –
SLT
2517
St Louis Trust
Missouri
$842K – – –
GIP
2518
Greatmark Investment Partners
Georgia
$840K +$23K +100 +3%
I
2519
INVST
Indiana
$839K +$17.2K +75 +2%
ICP
2520
Interchange Capital Partners
Pennsylvania
$838K -$1.61K -7 -0.2%
QPW
2521
Quantum Private Wealth
Florida
$837K – – –
PEA
2522
Park Edge Advisors
Ohio
$836K +$53.4K +232 +7%
IF
2523
Intrua Financial
Texas
$836K -$40.7K -177 -5%
ZIMP
2524
Zimmermann Investment Management & Planning
Pennsylvania
$835K +$384K +1,668 +85%
SIC
2525
Samalin Investment Counsel
New York
$832K -$18.6K -81 -2%
99 100
101
102 103