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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 %
PCA
3051
Peddock Capital Advisors
Massachusetts
$346K – – –
AMG
3052
Advisors Management Group
Wisconsin
$346K -$1.61K -7 -0.5%
MIAS
3053
Mason Investment Advisory Services
Virginia
$346K -$6.44K -28 -2%
VDI
3054
Vaughan David Investments
Illinois
$345K -$3.68K -16 -1%
BRA
3055
Biechele Royce Advisors
Indiana
$345K +$14.5K +63 +4%
SC
3056
Seldon Capital
California
$344K – – –
WRM
3057
Weybosset Research & Management
Rhode Island
$343K – – –
V
3058
VeraBank
Texas
$343K – – –
PAM
3059
Paradigm Asset Management
New York
$343K – – –
SIC
3060
Schwartz Investment Counsel
Michigan
$338K – – –
PPW
3061
Presilium Private Wealth
Pennsylvania
$338K – – –
BFG
3062
Bouchey Financial Group
New York
$337K +$10.4K +45 +3%
LL
3063
LWMG LLC
Minnesota
$337K +$26.2K +114 +8%
LWM
3064
LJI Wealth Management
Indiana
$337K +$57.5K +250 +21%
MFWP
3065
Mosaic Family Wealth Partners
Missouri
$337K – – –
DIA
3066
Dean Investment Associates
Ohio
$336K -$1.38K -6 -0.4%
HWA
3067
HHM Wealth Advisors
Tennessee
$335K – – –
CFFP
3068
Center for Financial Planning
Michigan
$335K +$2.53K +11 +0.8%
HNWAG
3069
High Net Worth Advisory Group
Florida
$335K +$46K +200 +16%
AAM
3070
Austin Asset Management
Texas
$334K +$6.67K +29 +2%
HI
3071
Humankind Investments
New York
$333K -$9.66K -42 -3%
WW
3072
Westshore Wealth
California
$332K +$5.98K +26 +2%
LFGH
3073
Lee Financial Group Hawaii
Hawaii
$332K -$20K -87 -6%
SHWM
3074
Smith & Howard Wealth Management
Georgia
$330K – – –
CCMI
3075
Creative Capital Management Investments
California
$328K – – –
121 122
123
124 125