V icon

Visa
V

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 %
PWM
3276
Prosperity Wealth Management
California
$225K – – –
EWM
3277
Edge Wealth Management
New York
$225K – – –
CMI
3278
Clare Market Investments
Texas
$225K +$230 +1 +0.1%
TDC
3279
Thompson Davis & Co
Virginia
$224K -$24.6K -107 -10%
4WM
3280
4J Wealth Management
Virginia
$224K +$2.76K +12 +1%
CAM
3281
Crestone Asset Management
Colorado
$224K +$7.13K +31 +3%
BA
3282
Bridge Advisory
California
$223K +$12K +52 +6%
CW
3283
Cook Wealth
North Carolina
$222K – – –
FWA
3284
Freedom Wealth Alliance
Wisconsin
$222K -$47.4K -206 -18%
GWI
3285
Grace & White Inc
New York
$221K – – –
FWM
3286
FSA Wealth Management
Massachusetts
$220K +$13.6K +59 +7%
HS
3287
Horan Securities
United States
$220K -$920 -4 -0.4%
FWM
3288
FFT Wealth Management
Pennsylvania
$219K -$1.61K -7 -0.7%
JJBC
3289
James J. Burns & Company
New York
$219K +$461 +2 +0.2%
VCWA
3290
Vanguard Capital Wealth Advisors
Colorado
$219K -$1.15K -5 -0.5%
OGF
3291
Orin Green Financial
California
$218K – – –
LC
3292
Landaas & Company
Wisconsin
$218K – – –
RWMG
3293
Redwood Wealth Management Group
New Jersey
$218K – – –
JF
3294
Joule Financial
Kentucky
$218K -$11K -48 -5%
WA
3295
Wealthstream Advisors
New York
$217K +$217K +945 New
MP
3296
McDonald Partners
Ohio
$217K – – –
JSAM
3297
J. Safra Asset Management
New York
$217K – – –
TF
3298
Tompkins Financial
New York
$217K – – –
CCA
3299
Cadent Capital Advisors
Oklahoma
$217K -$690 -3 -0.3%
WP
3300
Wealthspan Partners
Iowa
$215K -$6.9K -30 -3%
130 131
132
133 134