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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 %
TFA
3176
Triad Financial Advisors
North Carolina
$271K +$29K +126 +12%
AA
3177
AJ Advisors
Tennessee
$271K +$6.44K +28 +2%
PFA
3178
Petra Financial Advisors
Colorado
$271K +$271K +1,177 New
GA
3179
GoalVest Advisory
New York
$271K +$60.5K +263 +29%
FDS
3180
Freedom Day Solutions
Texas
$270K – – –
PWP
3181
Pursue Wealth Partners
California
$270K -$708K -3,080 -72%
XS
3182
XR Securities
Illinois
$270K +$270K +1,172 New
AIP
3183
Almanack Investment Partners
Pennsylvania
$269K -$63.9K -278 -19%
AAG
3184
Armstrong Advisory Group
Massachusetts
$268K -$26.9K -117 -9%
GAM
3185
Garrison Asset Management
Arkansas
$265K -$10.8K -47 -4%
SFCL
3186
Strengthening Families & Communities LLC
Massachusetts
$265K -$47.9K -208 -15%
OC
3187
Oarsman Capital
Wisconsin
$264K +$24.1K +105 +10%
ODG
3188
O'Dell Group
Ohio
$264K – – –
PTC
3189
Petrus Trust Company
Texas
$264K -$111K -484 -30%
MIM
3190
Marco Investment Management
Georgia
$262K +$9.89K +43 +4%
FAN
3191
Financial Advisors Network
California
$262K +$262K +1,140 New
BDF
3192
Black Diamond Financial
Maryland
$262K +$30.8K +134 +13%
EL
3193
Essex LLC
Illinois
$262K -$19.8K -86 -7%
VCM
3194
Verde Capital Management
Michigan
$261K +$261K +1,136 New
MLFP
3195
MPS Loria Financial Planners
Illinois
$261K – – –
TWM
3196
Triton Wealth Management
Arizona
$261K – – –
BDFN
3197
Bond & Devick Financial Network
Minnesota
$261K – – –
HIG
3198
Heritage Investment Group
Florida
$261K +$35.7K +155 +16%
RB
3199
Rodgers Brothers
Pennsylvania
$260K -$1.38K -6 -0.5%
FWM
3200
Fortress Wealth Management
California
$260K +$2.53K +11 +1%
126 127
128
129 130