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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 %
WDG
2801
Wealth Dimensions Group
Ohio
$525K +$50.1K +218 +11%
PC
2802
Permit Capital
Pennsylvania
$523K – – –
HCM
2803
Hengehold Capital Management
Ohio
$522K -$24.8K -108 -5%
WPW
2804
Warther Private Wealth
Ohio
$521K -$275K -1,194 -35%
CSB
2805
City State Bank
Iowa
$521K -$7.82K -34 -1%
MPCG
2806
Matrix Private Capital Group
New York
$521K +$11.5K +50 +2%
AA
2807
Apriem Advisors
California
$520K +$26.5K +115 +5%
RA
2808
Ruggaard & Associates
Ohio
$519K +$4.6K +20 +0.9%
BA
2809
Birinyi Associates
Connecticut
$518K – – –
RF
2810
Rollins Financial
Georgia
$516K +$12.7K +55 +3%
NJBEST
2811
New Jersey Better Educational Savings Trust
New Jersey
$515K – – –
SIM
2812
SSI Investment Management
California
$515K -$5.75K -25 -1%
GP
2813
Geneva Partners
Wisconsin
$514K -$12K -52 -2%
MAM
2814
Milestone Asset Management
Pennsylvania
$513K +$4.16K +18 +0.8%
SC
2815
Sonen Capital
California
$513K +$513K +2,230 New
IFA
2816
Index Fund Advisors
California
$511K +$179K +780 +54%
AWAG
2817
ARS Wealth Advisors Group
Florida
$510K -$2.99K -13 -0.6%
FCM
2818
Fourpath Capital Management
Oklahoma
$510K -$47.6K -207 -9%
DA
2819
Drake & Associates
Wisconsin
$510K +$9.66K +42 +2%
FNA
2820
First National Advisers
Nebraska
$509K +$289K +1,258 +131%
FPB
2821
First PREMIER Bank
South Dakota
$508K +$2.99K +13 +0.6%
APWA
2822
Atlas Private Wealth Advisors
New Jersey
$507K +$507K +2,206 New
YLHM
2823
Yelin Lapidot Holdings Management
Israel
$507K +$507K +2,187 New
Aristotle Capital Management
2824
Aristotle Capital Management
California
$506K – – –
PC
2825
Permanens Capital
New York
$506K +$506K +2,200 New
111 112
113
114 115