V icon

Visa
V

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 %
DSN
2726
D. Scott Neal
Kentucky
$592K – – –
AP
2727
Advisors Preferred
Maryland
$591K +$150K +650 +34%
LRIA
2728
Leonard Rickey Investment Advisors
Washington
$591K +$49.7K +216 +9%
ACP
2729
Aveo Capital Partners
Colorado
$590K +$17.5K +76 +3%
CAG
2730
Curtis Advisory Group
California
$587K -$6.9K -30 -1%
BFC
2731
Bedel Financial Consulting
Indiana
$586K +$230 +1 +0%
SFC
2732
Strategic Financial Concepts
Texas
$586K +$17.9K +78 +3%
AFA
2733
Arlington Financial Advisors
California
$586K -$2.3K -10 -0.4%
BWM
2734
Blossom Wealth Management
California
$585K +$185K +805 +46%
PWA
2735
Primoris Wealth Advisors
Florida
$585K +$460 +2 +0.1%
MAM
2736
Meeder Asset Management
Ohio
$584K +$63.7K +277 +12%
FCM
2737
Family Capital Management
Michigan
$584K +$14.5K +63 +3%
FA
2738
Faithward Advisors
Pennsylvania
$582K +$168K +687 +41%
GCM
2739
Goldstream Capital Management
Hong Kong
$581K +$283K +1,230 +95%
IIC
2740
Integrated Investment Consultants
Michigan
$580K -$183K -796 -24%
CRIG
2741
Charter Research & Investment Group
Connecticut
$580K – – –
MSCM
2742
McElhenny Sheffield Capital Management
Texas
$579K +$579K +2,517 New
GC
2743
Garde Capital
Washington
$578K -$538K -2,342 -48%
CNFG
2744
Creegan & Nassoura Financial Group
New Hampshire
$577K – – –
OWM
2745
OneAscent Wealth Management
Alabama
$576K -$78.6K -342 -12%
LFA
2746
Laraway Financial Advisors
Minnesota
$575K – – –
MWA
2747
Moser Wealth Advisors
Washington
$575K +$13.8K +60 +2%
CCIA
2748
Campbell & Co Investment Adviser
Maryland
$572K -$1.47M -6,381 -72%
RPCA
2749
Running Point Capital Advisors
California
$570K +$1.38K +6 +0.2%
GA
2750
Goldstein Advisors
Wisconsin
$570K +$43.7K +190 +8%
108 109
110
111 112