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 %
ONST
3301
Old North State Trust
North Carolina
$214K -$9.19K -40 -4%
EPWM
3302
Essex Private Wealth Management
Massachusetts
$214K – – –
LWMG
3303
Levy Wealth Management Group
Pennsylvania
$214K – – –
NA
3304
Nottingham Advisors
New York
$213K -$92K -400 -30%
HFA
3305
Highland Financial Advisors
New Jersey
$213K -$6.69K -29 -3%
GCA
3306
Greenwood Capital Associates
South Carolina
$213K -$6.21K -27 -3%
TMWM
3307
Taylor & Morgan Wealth Management
Michigan
$213K +$230 +1 +0.1%
XC
3308
XY Capital
Hong Kong
$212K +$212K +922 New
EF
3309
Exeter Financial
Arizona
$212K – – –
BO
3310
Bank OZK
Arkansas
$211K -$46.2K -201 -18%
PP
3311
PrairieView Partners
Minnesota
$211K -$2.98K -13 -1%
ACM
3312
Ardent Capital Management
Ohio
$211K +$211K +917 New
NED
3313
Nancy E. Dempze
$210K – – –
PFA
3314
Plotkin Financial Advisors
Maryland
$210K +$11.5K +50 +6%
KFS
3315
Kelly Financial Services
Massachusetts
$210K +$460 +2 +0.2%
SWM
3316
Soundmark Wealth Management
Washington
$210K +$210K +911 New
FFP
3317
Forbes Financial Planning
Rhode Island
$208K – – –
CRI
3318
Colonial River Investments
Virginia
$207K -$25.3K -110 -11%
AIA
3319
Affinity Investment Advisors
California
$207K -$11K -48 -5%
PAIM
3320
Punch & Associates Investment Management
Minnesota
$207K – – –
SC
3321
Schulhoff & Co
Ohio
$207K – – –
ST
3322
Sentinel Trust
Texas
$207K +$207K +900 New
WA
3323
Wealthstar Advisors
Texas
$207K +$207K +900 New
KWM
3324
KFG Wealth Management
Indiana
$207K +$3.68K +16 +2%
GKIM
3325
GW&K Investment Management
Massachusetts
$206K +$9.91K +43 +5%
131 132
133
134 135