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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 %
SFG
2876
Sunburst Financial Group
Alabama
$472K +$19.5K +85 +4%
CFD
2877
Creative Financial Designs
Indiana
$471K +$230 +1 +0%
SPW
2878
Sonoma Private Wealth
California
$471K +$30.6K +133 +7%
JDR
2879
Jay D. Rosenbaum
$470K +$61.2K +266 +15%
SCA
2880
St. Clair Advisors
Ohio
$469K +$112K +489 +32%
SCM
2881
SOL Capital Management
Maryland
$469K – – –
WC
2882
Westhampton Capital
North Carolina
$467K +$1.84K +8 +0.4%
SIM
2883
Studio Investment Management
Illinois
$466K -$48.1K -209 -9%
GAA
2884
Global Assets Advisory
Florida
$466K -$138K -600 -23%
CG
2885
Clifford Group
Massachusetts
$465K -$10.8K -47 -2%
CSWM
2886
Cassady Schiller Wealth Management
Ohio
$461K – – –
Nomura Holdings
2887
Nomura Holdings
Japan
$458K -$7.61M -33,066 -94%
AA
2888
Alesco Advisors
New York
$455K -$8.28K -36 -2%
PPW
2889
Parcion Private Wealth
Washington
$454K +$41.9K +182 +10%
PSCM
2890
Per Stirling Capital Management
Texas
$454K -$4.37K -19 -1%
PIAS
2891
PCA Investment Advisory Services
Ohio
$452K -$2.07K -9 -0.5%
AO
2892
Allen Operations
New York
$452K – – –
LCM
2893
LVM Capital Management
Michigan
$452K – – –
KFI
2894
Key Financial Inc
Pennsylvania
$451K – – –
WAS
2895
Wealth Advisory Solutions
Indiana
$449K -$4.14M -17,037 -90%
BCM
2896
BluePath Capital Management
Georgia
$449K +$449K +1,952 New
TVAMP
2897
Tennessee Valley Asset Management Partners
Tennessee
$449K -$105K -456 -19%
CSPAM
2898
Cary Street Partners Asset Management
Virginia
$448K – – –
DB
2899
Dravo Bay
Delaware
$447K +$4.37K +19 +1%
DA
2900
Dover Advisors
Virginia
$446K -$1.15K -5 -0.3%
114 115
116
117 118