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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 %
MS
2976
Mizuho Securities
Japan
$386K -$66.7K -290 -15%
HA
2977
Hofer & Associates
California
$386K +$9.43K +41 +3%
BWA
2978
Burt Wealth Advisors
Maryland
$386K – – –
WSWA
2979
Warren Street Wealth Advisors
California
$385K +$34K +148 +10%
SWM
2980
Seed Wealth Management
Illinois
$385K – – –
EW
2981
Element Wealth
Mississippi
$385K +$16.6K +72 +4%
RVPG
2982
Relative Value Partners Group
$384K +$384K +1,670 New
SCA
2983
Sandy Cove Advisors
Massachusetts
$383K +$460 +2 +0.1%
HZ
2984
Hixon Zuercher
Ohio
$383K – – –
AMR
2985
Asset Management Resources
Massachusetts
$382K -$3.91K -17 -1%
CFG
2986
Carr Financial Group
Massachusetts
$381K – – –
GSAM
2987
Grant Street Asset Management
Pennsylvania
$381K -$17K -74 -4%
SGWM
2988
Sterling Group Wealth Management
California
$380K – – –
AC
2989
Apella Capital
Connecticut
$380K +$6.9K +30 +2%
AI
2990
AdvisorShares Investments
Maryland
$378K -$8.74K -38 -2%
SIS
2991
Sound Income Strategies
Florida
$378K -$99.4K -432 -21%
TWA
2992
Tandem Wealth Advisors
Arizona
$378K +$2.53K +11 +0.7%
MSA
2993
McAlister Sweet & Associates
Texas
$377K -$2.17M -9,453 -85%
CFAM
2994
Coury Firm Asset Management
Pennsylvania
$377K +$377K +1,639 New
PCI
2995
Planning Center Inc
Illinois
$376K – – –
Cohen & Steers
2996
Cohen & Steers
New York
$376K -$9.67K -42 -3%
SPWG
2997
Sage Private Wealth Group
Illinois
$375K +$8.05K +35 +2%
UBG
2998
United Bank (Georgia)
Georgia
$375K – – –
DWP
2999
Destiny Wealth Partners
Florida
$375K +$6.9K +30 +2%
BMWM
3000
Brown Miller Wealth Management
Virginia
$374K -$2.3K -10 -0.6%
118 119
120
121 122