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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 %
BCG
2701
Breakwater Capital Group
New Jersey
$616K +$79.9K +335 +15%
GCA
2702
Guardian Capital Advisors
Ontario, Canada
$614K +$211K +895 +52%
FBT
2703
First Bank & Trust
South Dakota
$614K -$11.5K -50 -2%
HKIMG
2704
Hutchens & Kramer Investment Management Group
Indiana
$613K -$7.63K -33 -1%
DCM
2705
Dupont Capital Management
Delaware
$613K -$24.5M -106,434 -98%
BC
2706
Bridgefront Capital
Texas
$612K +$612K +2,662 New
CIEP
2707
Constellation Investimentos e Participacoes
Brazil
$610K -$40.3K -175 -6%
PFA
2708
Professional Financial Advisors
Nebraska
$607K +$56.6K +246 +10%
SFG
2709
Summit Financial Group
West Virginia
$607K – – –
EBA
2710
Eagle Bay Advisors
New York
$607K +$87.2K +379 +17%
EIP
2711
Ellis Investment Partners
Pennsylvania
$606K +$1.15K +5 +0.2%
NWA
2712
New World Advisors
Massachusetts
$604K -$8.28K -36 -1%
VFPI
2713
Vantage Financial Partners (Illinois)
Illinois
$604K +$138K +600 +30%
PVM
2714
Palogic Value Management
Texas
$602K +$4.6K +20 +0.8%
FAM
2715
Formidable Asset Management
Ohio
$602K +$15.2K +66 +3%
AR
2716
Advisory Research
Illinois
$599K +$8.74K +38 +1%
WFM
2717
Wolff Financial Management
Michigan
$599K – – –
NG
2718
Northstar Group
New York
$597K – – –
TA
2719
Trellis Advisors
Washington
$597K +$460 +2 +0.1%
JSW
2720
Journey Strategic Wealth
New Jersey
$597K -$13.1K -57 -2%
PA
2721
Parkside Advisors
California
$597K +$597K +2,594 New
AWM
2722
Act Wealth Management
Texas
$595K – – –
HTHT
2723
Hemenway Trust Hemenway Trust
New Hampshire
$595K +$26.7K +116 +5%
HIM
2724
Hillsdale Investment Management
Ontario, Canada
$594K +$267K +1,160 +82%
DA
2725
Detalus Advisors
Missouri
$593K +$230 +1 +0%
107 108
109
110 111