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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 %
CA
3326
CSM Advisors
Pennsylvania
$205K – – –
IIA
3327
Integral Investment Advisors
California
$205K – – –
SWP
3328
ShoreHaven Wealth Partners
New Jersey
$205K – – –
CSIA
3329
Charles Schwab Investment Advisory
California
$204K +$10.3K +45 +5%
FPGK
3330
Financial Partners Group (Kansas)
Kansas
$204K -$9.9K -41 -5%
IFAM
3331
Institutional & Family Asset Management
Colorado
$204K – – –
BHBT
3332
Burke & Herbert Bank & Trust
Virginia
$204K – – –
CWM
3333
Chemistry Wealth Management
New York
$203K +$203K +884 New
PF
3334
Parker Financial
Washington
$203K -$104K -450 -34%
SP
3335
SWS Partners
Ohio
$203K -$8.97K -39 -4%
SA
3336
Scarborough Advisors
Maryland
$203K +$203K +881 New
AF
3337
Affiance Financial
Minnesota
$202K -$2.53K -11 -1%
ODIJL
3338
One Day In July LLC
Vermont
$202K +$202K +880 New
RIM
3339
Reliant Investment Management
Tennessee
$201K +$2.99K +13 +2%
LA
3340
Lifeworks Advisors
Michigan
$200K -$23.5K -102 -10%
FMP
3341
Financial Management Professionals
Texas
$200K -$12.9K -56 -6%
NMG
3342
New Millennium Group
Utah
$195K – – –
FWM
3343
Focused Wealth Management
New York
$192K -$2.3K -10 -1%
FCMT
3344
Founders Capital Management (Texas)
Texas
$192K +$8.05K +35 +4%
AWM
3345
Abound Wealth Management
Tennessee
$191K +$2.53K +11 +1%
SAM
3346
Sycomore Asset Management
France
$189K -$28.1K -120 -13%
FDCC
3347
Foster Dykema Cabot & Co
Massachusetts
$189K +$11.5K +50 +6%
VNA
3348
Valley National Advisers
Pennsylvania
$188K +$19.6K +85 +12%
TWP
3349
TFO Wealth Partners
Ohio
$187K +$712 +3 +0.4%
TIM
3350
Tortoise Investment Management
New York
$182K +$2.76K +12 +2%
132 133
134
135 136