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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 %
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$140M +$112M +486,373 +400%
HNB
252
Huntington National Bank
Ohio
$139M -$4.34M -18,872 -3%
Boston Partners
253
Boston Partners
Massachusetts
$139M -$5.28M -22,942 -4%
National Bank of Canada
254
National Bank of Canada
Quebec, Canada
$138M +$6.68M +28,978 +5%
ZIG
255
Zurich Insurance Group
Switzerland
$138M -$9.03M -39,262 -6%
SI
256
Scharf Investments
California
$136M +$134M +584,622 +7,059%
SOMRS
257
State of Michigan Retirement System
Michigan
$134M -$3.11M -13,500 -2%
CCP
258
Cryder Capital Partners
United Kingdom
$134M -$496K -2,155 -0.4%
SO
259
STRS Ohio
Ohio
$132M -$13.7M -59,462 -9%
Fiera Capital (Canada)
260
Fiera Capital (Canada)
Quebec, Canada
$131M +$277K +1,203 +0.2%
CAM
261
Congress Asset Management
Massachusetts
$131M +$1.1M +4,767 +0.8%
CIM
262
CCLA Investment Management
United Kingdom
$128M -$2.5M -10,849 -2%
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$126M -$33.3M -144,964 -21%
UCFA
264
United Capital Financial Advisors
Texas
$126M -$13.2M -57,551 -10%
AI
265
Axiom Investors
Connecticut
$125M -$1.96M -8,500 -2%
Rafferty Asset Management
266
Rafferty Asset Management
New York
$124M +$4.6M +20,017 +4%
ProShare Advisors
267
ProShare Advisors
Maryland
$122M -$4.6M -19,984 -4%
Handelsbanken Fonder
268
Handelsbanken Fonder
Sweden
$122M +$12.6M +54,853 +12%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$122M +$1.51M +6,567 +1%
Nisa Investment Advisors
270
Nisa Investment Advisors
Missouri
$121M -$4.27M -18,560 -3%
Creative Planning
271
Creative Planning
Kansas
$119M +$8.61M +37,446 +8%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$117M -$3.13M -13,610 -3%
MIS
273
Morningstar Investment Services
Illinois
$117M -$805K -3,473 -0.7%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$117M -$4.03M -17,509 -3%
DC
275
Davenport & Co
Virginia
$115M -$667K -2,896 -0.6%
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