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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 %
GIM
2551
Guardian Investment Management
California
$801K -$118K -3,650 -13%
AWM
2552
Alterna Wealth Management
Texas
$800K -$11.3K -49 -1%
AP
2553
Adero Partners
California
$799K +$308K +1,340 +63%
JF
2554
JSF Financial
California
$798K -$70.4K -306 -8%
CAMV
2555
Concord Asset Management (Virginia)
Virginia
$798K +$187K +813 +31%
PK
2556
Pflug Koory
Nebraska
$794K -$42.1K -183 -5%
FPCG
2557
Fort Pitt Capital Group
Pennsylvania
$794K +$26.4K +115 +3%
HGERS
2558
Householder Group Estate & Retirement Specialist
Arizona
$793K +$793K +3,449 New
RW
2559
REDW Wealth
New Mexico
$792K +$2.99K +13 +0.4%
LOIM
2560
Liberty One Investment Management
Illinois
$791K -$16.8K -73 -2%
AWA
2561
AmeriServ Wealth Advisors
Pennsylvania
$790K -$78.4K -341 -9%
GG
2562
Golden Green
South Carolina
$789K +$460 +2 +0.1%
WA
2563
Wealth Architects
California
$787K +$17.7K +77 +2%
FOA
2564
Five Oceans Advisors
California
$784K +$1.84K +8 +0.2%
CCM
2565
Carlson Capital Management
Minnesota
$783K +$11.7K +51 +2%
LAI
2566
Legal Advantage Investments
California
$782K – – –
AWS
2567
Aspen Wealth Strategies
Colorado
$782K -$14K -61 -2%
GA
2568
GFS Advisors
Texas
$781K -$51.3K -223 -6%
HWM
2569
Howard Wealth Management
Connecticut
$778K +$230 +1 +0%
FAG
2570
Fortitude Advisory Group
Washington
$778K +$20.9K +91 +3%
DTC
2571
Davidson Trust Company
Washington
$778K – – –
CAM
2572
Claret Asset Management
Quebec, Canada
$776K +$13.6K +59 +2%
IGWM
2573
ICA Group Wealth Management
Colorado
$772K +$29.7K +129 +4%
FNC
2574
First National Corp
Massachusetts
$772K – – –
IIM
2575
Ironwood Investment Management
Massachusetts
$768K -$37.7K -164 -5%
101 102
103
104 105