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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 %
UW
2626
Unique Wealth
Florida
$709K +$236K +1,027 +50%
AC
2627
Annandale Capital
Texas
$709K – – –
GC
2628
Guardian Capital
Ontario, Canada
$708K -$955K -4,150 -57%
APC
2629
Aspire Private Capital
North Carolina
$704K -$50.4K -219 -7%
OFG
2630
Omega Financial Group
California
$703K -$67.4K -293 -9%
HA
2631
Hamel Associates
New Jersey
$702K +$18.4K +80 +3%
BSSFA
2632
Baron Silver Stevens Financial Advisors
Florida
$700K +$87.2K +379 +14%
VA
2633
Valmark Advisers
Ohio
$700K +$1.61K +7 +0.2%
VCM
2634
Versant Capital Management
Arizona
$699K +$9.2K +40 +1%
RP
2635
Riverwater Partners
Wisconsin
$697K -$73.6K -320 -10%
GWP
2636
Gateway Wealth Partners
Wisconsin
$696K +$95.2K +414 +16%
KC
2637
Knuff & Co
California
$692K +$3.45K +15 +0.5%
FAFN
2638
First Affirmative Financial Network
Colorado
$691K +$36.1K +157 +6%
CFSG
2639
Clark Financial Services Group
Missouri
$690K – – –
SIAG
2640
Safeguard Investment Advisory Group
California
$689K -$26.9K -117 -4%
RCM
2641
Requisite Capital Management
Texas
$687K +$687K +2,987 New
IAP
2642
Indie Asset Partners
Indiana
$682K – – –
ECU
2643
Eisler Capital (US)
New York
$677K +$677K +2,943 New
RLIM
2644
Red Lighthouse Investment Management
New York
$676K +$12K +52 +2%
FBC
2645
Fairfield, Bush & Co
Connecticut
$676K -$11.5K -50 -2%
LI
2646
LVZ Inc
Michigan
$674K -$108K -470 -14%
NRC
2647
New Republic Capital
North Carolina
$674K -$87.9K -382 -12%
BWM
2648
Baron Wealth Management
Michigan
$673K +$6.67K +29 +1%
TPW
2649
Transatlantique Private Wealth
New York
$673K -$3.22K -14 -0.5%
ACM
2650
Arcataur Capital Management
Wisconsin
$672K – – –
104 105
106
107 108