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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 %
PMG
3226
Private Management Group
California
$249K +$26.5K +115 +12%
FMI
3227
F/M Investments
District of Columbia
$247K +$12.1K +54 +5%
AR
3228
Apeiron RIA
Texas
$247K -$18.6K -81 -7%
WCG
3229
Weaver Consulting Group
California
$247K – – –
FWP
3230
Falcon Wealth Planning
California
$246K -$30.8K -134 -11%
NCM
3231
Neumann Capital Management
California
$246K – – –
CWA
3232
Consilio Wealth Advisors
Washington
$245K -$2.29K -10 -0.9%
RIP
3233
RAM Investment Partners
Washington
$245K +$3.22K +14 +1%
SBF
3234
Sara-Bay Financial
Florida
$243K – – –
CAM
3235
Costello Asset Management
Pennsylvania
$243K +$11.5K +50 +5%
SRG
3236
SBB Research Group
Illinois
$243K +$460 +2 +0.2%
LCGC
3237
Legacy Capital Group California
California
$243K +$23.7K +103 +11%
EWM
3238
Elevatus Welath Management
New York
$242K +$242K +1,053 New
GWAG
3239
Garrett Wealth Advisory Group
Texas
$242K -$11K -48 -4%
NC
3240
NovaPoint Capital
Georgia
$242K -$32.6K -142 -12%
VI
3241
Versor Investments
New York
$242K -$302K -1,312 -56%
GWA
3242
Geometric Wealth Advisors
District of Columbia
$242K – – –
KBC
3243
Key Bridge Compliance
$241K +$241K +1,048 New
VIA
3244
Virtus Investment Advisers
Connecticut
$241K -$28.1K -122 -10%
FNBTCON
3245
First National Bank & Trust Co of Newtown
Pennsylvania
$241K – – –
PA
3246
Prism Advisors
California
$240K – – –
GS
3247
GTS Securities
New York
$240K -$6.49M -28,228 -96%
BIA
3248
Bell Investment Advisors
California
$240K +$920 +4 +0.4%
HWMG
3249
Hurlow Wealth Management Group
Indiana
$239K +$239K +1,040 New
UI
3250
Unconventional Investor
New Hampshire
$238K – – –
128 129
130
131 132