V icon

Visa
V

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 %
BWCS
3026
Beirne Wealth Consulting Services
Connecticut
$365K – – –
LFG
3027
Lockerman Financial Group
California
$364K +$3.22K +14 +0.9%
PRWA
3028
Platte River Wealth Advisors
Colorado
$361K +$17.9K +78 +5%
SICM
3029
Sustainable Insight Capital Management
New York
$358K – – –
LF
3030
Lantz Financial
Illinois
$358K +$9.43K +41 +3%
FCG
3031
Financial Connections Group
California
$358K – – –
MWPCG
3032
Measured Wealth Private Client Group
New Hampshire
$357K -$64.2K -279 -15%
TFA
3033
Tobias Financial Advisors
Florida
$357K -$5.29K -23 -1%
PWM
3034
PRW Wealth Management
Massachusetts
$357K – – –
FSA
3035
Financial Security Advisor
Virginia
$356K +$356K +1,549 New
CAGAS
3036
Capital Advisory Group Advisory Services
Minnesota
$356K +$356K +1,549 New
KI
3037
Kapitalo Investimentos
Brazil
$356K -$1.44M -6,247 -80%
SWM
3038
Shelton Wealth Management
Texas
$354K -$8.51K -37 -2%
CBTWT
3039
Community Bank & Trust (Waco, Texas)
Texas
$353K +$39.3K +221 +13%
HPM
3040
Hoxton Planning & Management
West Virginia
$352K -$20.5K -89 -5%
RAM
3041
Roanoke Asset Management
New Jersey
$352K – – –
BBP
3042
Banco BTG Pactual
Brazil
$352K -$557K -2,420 -61%
CCA
3043
Cottonwood Capital Advisors
Utah
$352K +$352K +1,529 New
RCM
3044
Raleigh Capital Management
North Carolina
$351K +$10.8K +47 +3%
SRC
3045
Shufro Rose & Co
New York
$351K – – –
CWA
3046
Canvas Wealth Advisors
Kansas
$350K -$13.3K -57 -4%
MAP
3047
Milestone Advisory Partners
North Carolina
$348K – – –
PCH
3048
PGIM Custom Harvest
New Jersey
$347K +$11.3K +49 +3%
SC
3049
Saturna Capital
Washington
$347K +$34.5K +150 +11%
VP
3050
Verum Partners
North Carolina
$346K -$136K -592 -28%
120 121
122
123 124