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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 %
JCIA
2926
Jackson Creek Investment Advisors
Colorado
$428K -$10.3K -45 -2%
NFG
2927
Nadler Financial Group
Illinois
$427K -$7.59K -33 -2%
MMC
2928
Mizuho Markets Cayman
Cayman Islands
$426K +$426K +1,854 New
CHA
2929
Carmichael Hill & Associates
Maryland
$424K – – –
BIA
2930
Biondo Investment Advisors
Pennsylvania
$423K +$112K +487 +36%
SIA
2931
Soltis Investment Advisors
Utah
$422K +$26K +113 +7%
CWC
2932
Carolinas Wealth Consulting
North Carolina
$421K -$36.2K -154 -8%
PAG
2933
Paladin Advisory Group
Iowa
$420K – – –
C
2934
CEDRUS
Colorado
$420K -$105K -455 -20%
CC
2935
Corton Capital
Ontario, Canada
$418K +$200K +871 +92%
IWS
2936
Insight Wealth Strategies
California
$418K -$3.22K -14 -0.8%
FFWM
2937
Future Financial Wealth Management
Ohio
$417K – – –
PP
2938
PDT Partners
New York
$416K +$25.1K +109 +6%
MA
2939
MKT Advisors
California
$416K +$2.08K +9 +0.5%
HP
2940
HT Partners
Connecticut
$414K -$42.3K -184 -9%
CCB
2941
Cutter & Co Brokerage
Missouri
$413K +$9.43K +41 +2%
SFG
2942
SNS Financial Group
Minnesota
$411K +$19.8K +86 +5%
TCWM
2943
Total Clarity Wealth Management
Illinois
$411K -$20K -87 -5%
AT
2944
Arvest Trust
Oklahoma
$410K -$11.5K -50 -3%
FA
2945
Financial Alternatives
California
$410K – – –
OPPS
2946
Obsidian Personal Planning Solutions
Maryland
$409K -$1.61K -7 -0.4%
CCG
2947
Coastwise Capital Group
California
$408K +$138K +601 +51%
LF
2948
Lee Financial
Texas
$407K -$32K -139 -7%
RFN
2949
Redwood Financial Network
Ohio
$407K -$15.2K -66 -4%
WAM
2950
Worth Asset Management
Texas
$407K -$16.6K -72 -4%
116 117
118
119 120