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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 %
EWA
3076
ERTS Wealth Advisors
Michigan
$325K -$14.5K -63 -4%
DCM
3077
Dimension Capital Management
Florida
$325K -$248K -1,078 -43%
IA
3078
Inspire Advisors
Idaho
$325K +$55K +239 +20%
CA
3079
Crumly & Associates
Illinois
$324K -$28.1K -122 -8%
MWC
3080
MBM Wealth Consultants
Missouri
$323K -$67.5K -284 -17%
BWA
3081
Beam Wealth Advisors
Louisiana
$322K +$5.52K +24 +2%
MIM
3082
Martin Investment Management
Florida
$322K -$3.68K -16 -1%
NIC
3083
Northwest Investment Counselors
Oregon
$322K +$8.28K +36 +3%
TA
3084
Townsend & Associates
Colorado
$321K -$1.27M -5,533 -80%
MWP
3085
Meridian Wealth Partners
Pennsylvania
$320K +$6.21K +27 +2%
KA
3086
Kure Advisory
Minnesota
$320K +$320K +1,392 New
GWM
3087
Greenwich Wealth Management
Connecticut
$320K -$4.6K -20 -1%
LJHT
3088
Laurie J. Hall Trustee
$320K – – –
GFG
3089
Goldstone Financial Group
Illinois
$319K -$17.5K -76 -5%
BG
3090
Benedetti & Gucer
Georgia
$318K -$11.5K -50 -3%
CCP
3091
Carmel Capital Partners
California
$318K +$105K +458 +50%
III
3092
Independent Investors Inc
New York
$317K -$2.07K -9 -0.6%
FC
3093
Fusion Capital
South Carolina
$316K +$230 +1 +0.1%
KPWG
3094
KFA Private Wealth Group
Virginia
$316K +$8.06K +35 +3%
SPWM
3095
Spartan Planning & Wealth Management
North Carolina
$316K +$316K +1,372 New
WFA
3096
WestHill Financial Advisors
California
$315K +$14.3K +62 +5%
FZCM
3097
Flynn Zito Capital Management
New York
$314K -$4.14K -18 -1%
AFS
3098
Annapolis Financial Services
Maryland
$313K +$17.7K +77 +6%
OPOWM
3099
One Plus One Wealth Management
Florida
$313K +$230 +1 +0.1%
EWS
3100
Evergreen Wealth Solutions
Pennsylvania
$313K -$12.4K -54 -4%
122 123
124
125 126