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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 %
LWANC
2826
Laurel Wealth Advisors (North Carolina)
North Carolina
$505K +$230 +1 +0%
P
2827
Palladiem
Pennsylvania
$504K – – –
NCG
2828
Newport Capital Group
New Jersey
$503K -$46.9K -204 -9%
JE
2829
JMAC Enterprises
Pennsylvania
$503K +$85.6K +372 +20%
LC
2830
Lincoln Capital
Nebraska
$503K – – –
IAG
2831
Investmark Advisory Group
Connecticut
$502K +$1.15K +5 +0.2%
NVIM
2832
New Vernon Investment Management
Illinois
$501K – – –
PA
2833
PFW Advisors
Georgia
$501K – – –
PIMG
2834
Patriot Investment Management Group
Tennessee
$500K -$28.1K -122 -5%
HWM
2835
Hemington Wealth Management
Virginia
$499K -$38.2K -166 -7%
ETIA
2836
Epic Trust Investment Advisors
Washington
$497K -$16.8K -73 -3%
NPT
2837
Nixon Peabody Trust
Massachusetts
$497K -$11.5K -50 -2%
SWM
2838
Silverlake Wealth Management
Vermont
$497K -$12.9K -56 -3%
FCA
2839
Fortis Capital Advisors
Kansas
$497K +$155K +674 +45%
ARG
2840
Advisory Resource Group
Oklahoma
$497K -$10.1K -44 -2%
WAM
2841
WFA Asset Management
Wisconsin
$496K -$16.3K -71 -3%
MC
2842
Merlin Capital
Rhode Island
$496K – – –
GSIAS
2843
Garden State Investment Advisory Services
New Jersey
$496K +$70.9K +308 +17%
BBA
2844
Braun-Bostich & Associates
Pennsylvania
$495K +$495K +2,154 New
AWA
2845
Amplius Wealth Advisors
Pennsylvania
$495K +$1.84K +8 +0.4%
PWA
2846
Physician Wealth Advisors
Utah
$495K -$11.3K -48 -2%
WDL
2847
Well Done LLC
Michigan
$494K -$3.22K -14 -0.6%
CIAS
2848
CFS Investment Advisory Services
New Jersey
$493K -$10.8K -47 -2%
BWM
2849
BlackDiamond Wealth Management
New York
$492K +$699 +3 +0.1%
LA
2850
Lane & Associates
New Jersey
$490K +$13.8K +60 +3%
112 113
114
115 116