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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 %
WCAMG
3101
Woodard & Company Asset Management Group
North Carolina
$312K +$63.7K +277 +26%
CL
3102
CIM LLC
New York
$311K -$17.5K -76 -5%
OCM
3103
Orser Capital Management
Texas
$311K – – –
KA
3104
Kercheville Advisors
Texas
$311K – – –
AIIMS
3105
Analyst IMS Investment Management Services
Israel
$310K – – –
YWS
3106
Yarger Wealth Strategies
Ohio
$310K +$5.98K +26 +2%
DWM
3107
Defined Wealth Management
Oregon
$310K +$9.66K +42 +3%
OLVIG
3108
Oliver Lagore Vanvalin Investment Group
Michigan
$310K +$24.8K +108 +9%
TPW
3109
Tiller Private Wealth
Pennsylvania
$310K – – –
HBWM
3110
Hollow Brook Wealth Management
New York
$310K – – –
DFCM
3111
Dark Forest Capital Management
Puerto Rico
$309K -$447K -1,945 -59%
CWM
3112
C2C Wealth Management
Arizona
$308K – – –
GWM
3113
GSB Wealth Management
Connecticut
$308K +$12.7K +55 +4%
PBO
3114
Peoples Bank (Ohio)
Ohio
$308K -$3.45K -15 -1%
AGC
3115
Aspen Grove Capital
Colorado
$307K -$1.22M -5,286 -80%
KFC
3116
Klingenstein Fields & Co
New York
$306K -$12.6M -54,966 -98%
FC
3117
Financial Council
Maryland
$306K – – –
HCC
3118
Hirtle Callaghan & Co
Pennsylvania
$306K +$43.7K +190 +17%
KIA
3119
KLR Investment Advisors
Rhode Island
$305K -$2.26K -10 -0.7%
IPW
3120
Invictus Private Wealth
Colorado
$304K -$11.3K -49 -4%
MCI
3121
MRP Capital Investments
Georgia
$303K – – –
DP
3122
Divergent Planning
Maryland
$303K – – –
TFF
3123
The Family Firm
Maryland
$303K -$15.2K -66 -5%
KFA
3124
Kelleher Financial Advisors
New York
$301K -$150K -650 -33%
HFS
3125
Howard Financial Services
Texas
$300K +$8.05K +35 +3%
123 124
125
126 127