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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 %
HC
2651
Hoese & Co
Minnesota
$671K – – –
MWP
2652
Madison Wealth Partners
Wisconsin
$671K +$4.37K +19 +0.7%
B
2653
Bellecapital
Switzerland
$671K +$286K +1,242 +74%
LAS
2654
LWM Advisory Services
Florida
$671K +$7.84K +34 +1%
FA
2655
Fiduciary Alliance
South Carolina
$670K +$690 +3 +0.1%
MTIC
2656
Missouri Trust & Investment Company
Missouri
$670K -$13.6K -59 -2%
MCM
2657
Morton Capital Management
California
$670K – – –
LIA
2658
LBMC Investment Advisors
Tennessee
$669K +$9.15K +40 +1%
WMA
2659
West Michigan Advisors
Michigan
$667K -$7.82K -34 -1%
SWA
2660
SOA Wealth Advisors
New York
$667K +$3.22K +14 +0.5%
VV
2661
Verity & Verity
South Carolina
$666K – – –
RL
2662
Rogco LP
Oklahoma
$666K +$666K +2,897 New
AFG
2663
Allegheny Financial Group
Pennsylvania
$666K +$136K +591 +26%
TFA
2664
Tranquilli Financial Advisor
New Jersey
$664K -$17.3K -75 -3%
WPA
2665
West Paces Advisors
Georgia
$663K -$76.6K -333 -10%
T
2666
TrueFG
Texas
$662K – – –
MAM
2667
Marotta Asset Management
Virginia
$662K +$6.9K +30 +1%
PHAM
2668
Palisades Hudson Asset Management
Florida
$661K – – –
KFS
2669
Kaizen Financial Strategies
California
$661K +$230 +1 +0%
CHP
2670
Cable Hill Partners
Oregon
$658K +$4.14K +18 +0.6%
SAS
2671
Stelac Advisory Services
New York
$658K -$565K -2,365 -46%
KCM
2672
Kanawha Capital Management
Virginia
$656K – – –
MAM
2673
McCarthy Asset Management
California
$655K +$119K +518 +22%
CTFG
2674
Capstone Triton Financial Group
Oklahoma
$651K +$58.9K +256 +10%
KLCM
2675
KG&L Capital Management
Louisiana
$648K -$88.6K -385 -12%
105 106
107
108 109