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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 %
FFG
3151
Fortem Financial Group
California
$286K +$59.1K +257 +26%
FP
3152
Financial Perspectives
Minnesota
$286K – – –
VWM
3153
Valley Wealth Managers
New Jersey
$284K +$12.4K +54 +5%
CHA
3154
Cooper/Haims Advisors
New York
$283K -$4.83K -21 -2%
WA
3155
Waterford Advisors
New York
$283K – – –
RAG
3156
RIA Advisory Group
Iowa
$282K +$43K +187 +18%
PCA
3157
Providence Capital Advisors
North Carolina
$282K +$29K +126 +11%
JGIA
3158
Jackson Grant Investment Advisers
Connecticut
$282K +$230 +1 +0.1%
C
3159
Covestor
United Kingdom
$281K +$919 +4 +0.3%
GA
3160
Gateway Advisory
New Jersey
$280K +$6.21K +27 +2%
KAM
3161
KEB Asset Management
Illinois
$279K +$230 +1 +0.1%
PCA
3162
Prosperity Capital Advisors
Ohio
$277K -$5.52K -24 -2%
FWP
3163
Firethorn Wealth Partners
Georgia
$277K -$20.7K -90 -7%
MWA
3164
Motive Wealth Advisors
Michigan
$276K -$22.3K -97 -7%
SC
3165
Schoolcraft Capital
Colorado
$276K – – –
Dodge & Cox
3166
Dodge & Cox
California
$276K – – –
CMP
3167
Courage Miller Partners
Virginia
$276K – – –
EMFAT
3168
Emerald Mutual Fund Advisers Trust
Pennsylvania
$276K -$5.75K -25 -2%
PFM
3169
Phillips Financial Management
Indiana
$274K +$77.7K +338 +40%
EW
3170
Enzi Wealth
Texas
$274K -$21.4K -90 -7%
GHAM
3171
Gilman Hill Asset Management
Connecticut
$274K – – –
CB
3172
Centennial Bank
Arkansas
$273K -$11.5K -50 -4%
GC
3173
Gibson Capital
Pennsylvania
$273K – – –
GJIA
3174
Glass Jacobson Investment Advisors
Maryland
$272K +$230 +1 +0.1%
BBWP
3175
Beacon Bridge Wealth Partners
Pennsylvania
$272K +$230 +1 +0.1%
125 126
127
128 129