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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 %
MCA
2526
Magnolia Capital Advisors
Mississippi
$831K +$13.5K +58 +2%
WW
2527
Waterfront Wealth
Kansas
$828K – – –
AWA
2528
Alta Wealth Advisors
Massachusetts
$826K -$34.5K -150 -4%
BFWA
2529
Benchmark Financial Wealth Advisors
Florida
$825K -$22.8K -99 -3%
HG
2530
Harbor Group
New Hampshire
$823K -$20K -87 -2%
OIA
2531
Optimum Investment Advisors
Illinois
$823K +$32.2K +140 +4%
MJP
2532
Michael J. Puzo
$822K -$23K -100 -3%
SMA
2533
Seven Mile Advisory
New Jersey
$821K +$14.7K +64 +2%
T
2534
TOBAM
France
$818K +$11.7K +51 +1%
NSB
2535
Norway Savings Bank
Maine
$817K +$69.9K +304 +9%
FP
2536
Fiduciary Planning
Florida
$812K -$388K -1,685 -32%
GWA
2537
GGM Wealth Advisors
Maryland
$811K – – –
EWA
2538
Encompass Wealth Advisors
Oregon
$807K -$2.99K -13 -0.4%
PDM
2539
Penn Davis McFarland
Texas
$805K +$69K +300 +9%
BCM
2540
Birch Capital Management
Texas
$805K +$289K +1,255 +56%
CHJWM
2541
Carlton Hofferkamp & Jenks Wealth Management
Texas
$805K – – –
LOAMU
2542
Lombard Odier Asset Management (USA)
New York
$805K +$92K +400 +13%
SRC
2543
Sage Rhino Capital
California
$804K +$5.75K +25 +0.7%
CAL
2544
Capital Advisors Ltd
Ohio
$804K +$9.43K +41 +1%
WF
2545
WoodTrust Financial
Wisconsin
$804K +$76.3K +332 +10%
PFG
2546
PAX Financial Group
Texas
$803K +$9.89K +43 +1%
OW
2547
Olistico Wealth
Oklahoma
$802K -$4.6K -20 -0.6%
OPA
2548
Old Port Advisors
Maine
$802K +$802K +3,487 New
MCM
2549
Mendel Capital Management
Arkansas
$802K +$1.15K +5 +0.1%
JFA
2550
JNBA Financial Advisors
Minnesota
$802K -$5.75K -25 -0.7%
100 101
102
103 104