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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 %
TWP
2851
Tempus Wealth Planning
California
$490K +$214K +930 +78%
RA
2852
Riversedge Advisors
Delaware
$490K +$160K +696 +49%
JWA
2853
JFS Wealth Advisors
Pennsylvania
$487K +$263K +1,145 +118%
SOW
2854
State of Wyoming
Wyoming
$487K -$184K -798 -27%
ARC
2855
Advisor Resource Council
Texas
$486K -$4.14K -18 -0.8%
CCP
2856
Cassia Capital Partners
North Carolina
$486K +$10.1K +44 +2%
MAWA
2857
Moss Adams Wealth Advisors
Washington
$486K +$262K +1,140 +117%
SFA
2858
Source Financial Advisors
New York
$484K +$8.28K +36 +2%
CWA
2859
CM Wealth Advisors
Ohio
$484K -$963K -3,892 -67%
AFAS
2860
Acorn Financial Advisory Services
Virginia
$484K +$2.53K +11 +0.5%
CFO
2861
Collective Family Office
Pennsylvania
$483K -$8.05K -35 -2%
CWM
2862
Chesapeake Wealth Management
Virginia
$480K -$1.15K -5 -0.2%
OFW
2863
Omnia Family Wealth
Florida
$479K – – –
QCIG
2864
Quad-Cities Investment Group
Iowa
$478K -$19.6K -85 -4%
MAC
2865
Mason & Associates (California)
California
$478K +$155K +673 +48%
BBNB
2866
Baker Boyer National Bank
Washington
$477K +$477K +2,074 New
SAM
2867
Smithbridge Asset Management
Pennsylvania
$477K +$690 +3 +0.1%
YIH
2868
Y-Intercept (HK)
Hong Kong
$475K -$2.91M -12,655 -86%
JEST
2869
JTC Employer Solutions Trustee
Jersey
$475K – – –
BHIA
2870
Birch Hill Investment Advisors
Massachusetts
$475K +$106K +460 +29%
MMHP
2871
Murphy Middleton Hinkle & Parker
Georgia
$474K -$225K -980 -32%
VC
2872
Veery Capital
Delaware
$474K -$8.97K -39 -2%
RCG
2873
Rock Creek Group
District of Columbia
$473K -$193K -840 -29%
FCIM
2874
Fairview Capital Investment Management
California
$473K -$460 -2 -0.1%
AA
2875
Advisory Alpha
Michigan
$472K -$213K -926 -31%
113 114
115
116 117