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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 %
EA
3251
Eclectic Associates
California
$238K +$16.1K +70 +7%
TCB
3252
Texas Capital Bancshares
Texas
$237K +$6.44K +28 +3%
NAG
3253
Northstar Advisory Group
New Jersey
$236K +$236K +1,026 New
GAA
3254
Green Alpha Advisors
Colorado
$236K – – –
WCFA
3255
Walkner Condon Financial Advisors
Wisconsin
$236K +$15.2K +66 +7%
EM
3256
ELCO Management
New York
$235K – – –
BMA
3257
Brooks Moore & Associates
Tennessee
$235K – – –
MTIM
3258
Marathon Trading Investment Management
Pennsylvania
$235K +$235K +1,020 New
HGWM
3259
Horst & Graben Wealth Management
Oregon
$234K +$230 +1 +0.1%
RWG
3260
Ratio Wealth Group
Colorado
$233K +$6.9K +30 +3%
CMBA
3261
C.M. Bidwell & Associates
Hawaii
$232K -$2.53K -11 -1%
MIM
3262
Merrion Investment Management
New Jersey
$230K – – –
AI
3263
ArchPoint Investors
Florida
$230K – – –
BWM
3264
BigSur Wealth Management
Florida
$230K – – –
EC
3265
EdgeRock Capital
Colorado
$230K +$230K +999 New
AW
3266
Apricus Wealth
South Carolina
$230K -$17.8K -75 -7%
SFG
3267
Sterling Financial Group
California
$229K – – –
VW
3268
Vance Wealth
California
$229K – – –
RP
3269
Rowlandmiller & Partners
Georgia
$229K -$2.99K -13 -1%
RIS
3270
Retirement Income Solutions
Michigan
$228K -$138K -600 -38%
BSAM
3271
Blue Square Asset Management
New York
$228K -$4.83K -21 -2%
AIMC
3272
Alley Investment Management Company
Illinois
$228K – – –
MAA
3273
Matrix Asset Advisors
New York
$226K – – –
KWA
3274
Kellett Wealth Advisors
Ohio
$226K +$226K +981 New
VCAM
3275
Van Cleef Asset Management
Ohio
$225K -$2.3K -10 -1%
129 130
131
132 133