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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 %
AWM
3001
Aberdeen Wealth Management
Illinois
$374K +$230 +1 +0.1%
BHPW
3002
Beverly Hills Private Wealth
California
$374K +$25.8K +112 +7%
HHGA
3003
Halbert Hargrove Global Advisors
California
$374K -$7.36K -32 -2%
EL
3004
EWA LLC
Pennsylvania
$373K +$39.1K +160 +12%
SNBOSD
3005
Security National Bank of So Dak
Iowa
$373K -$23K -100 -6%
FSA
3006
Franklin Street Advisors
North Carolina
$373K -$690 -3 -0.2%
DE
3007
Day & Ennis
Georgia
$373K -$39.1K -170 -9%
NRW
3008
Nova R Wealth
Kansas
$373K -$3.22K -14 -0.9%
BFM
3009
Boothbay Fund Management
New York
$372K -$2.85M -12,383 -88%
CIM
3010
Contravisory Investment Management
Massachusetts
$372K -$20.7K -90 -5%
CPW
3011
Crestmont Private Wealth
Texas
$371K -$90.9K -395 -20%
PS
3012
Planned Solutions
California
$371K +$371K +1,614 New
WWM
3013
Windsor Wealth Management
Indiana
$370K -$2.3K -10 -0.6%
SM
3014
Sweeney & Michel
California
$369K +$244 +1 +0.1%
SIC
3015
Sigma Investment Counselors
Michigan
$369K +$58.6K +255 +19%
TWA
3016
Talisman Wealth Advisors
New Jersey
$369K +$2.07K +9 +0.6%
SSW
3017
Smith Shellnut Wilson
Mississippi
$368K – – –
BCM
3018
BTC Capital Management
Iowa
$368K – – –
WPWM
3019
Western Pacific Wealth Management
Illinois
$368K +$15K +65 +4%
GHA
3020
Granite Harbor Advisors
Texas
$367K – – –
PIN
3021
Prudent Investors Network
California
$366K +$366K +1,592 New
C1AG
3022
Client 1st Advisory Group
Florida
$365K -$23.2K -101 -6%
SCA
3023
Sippican Capital Advisors
Massachusetts
$365K +$2.76K +12 +0.8%
BWM
3024
BCS Wealth Management
Tennessee
$365K +$69.1K +300 +23%
WA
3025
WESPAC Advisors
California
$365K +$5.06K +22 +1%
119 120
121
122 123