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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 %
CWA
3351
Core Wealth Advisors
Florida
$182K – – –
EARNEST Partners
3352
EARNEST Partners
Georgia
$180K – – –
TFGT
3353
TS Financial Group (TSFG)
Illinois
$178K – – –
BFPW
3354
BOK Financial Private Wealth
Colorado
$176K – – –
DAL
3355
Delta Accumulation LLC
California
$176K +$230 +1 +0.1%
TAM
3356
Tucker Asset Management
Colorado
$175K +$1.61K +7 +0.9%
MIHAS
3357
Maj Invest Holding A/S
Denmark
$173K – – –
GM
3358
GeoWealth Management
Illinois
$173K +$22.8K +99 +15%
SFG
3359
Steward Financial Group
Texas
$172K -$11.3K -49 -6%
CMP
3360
Coston McIsaac & Partners
Maine
$170K +$2.52K +11 +2%
EWP
3361
Elevation Wealth Partners
California
$170K – – –
AP
3362
Atwood & Palmer
Missouri
$167K – – –
RFA
3363
Register Financial Advisors
Georgia
$167K -$16.1K -70 -9%
POIA
3364
Pin Oak Investment Advisors
Texas
$165K -$133K -581 -45%
MLA
3365
MB, Levis & Associates
Pennsylvania
$161K – – –
HCM
3366
Highlander Capital Management
New Jersey
$161K +$46K +200 +40%
AWM
3367
AllSquare Wealth Management
New York
$159K – – –
GWMIA
3368
Global Wealth Management Investment Advisory
Florida
$159K +$23K +100 +17%
FA
3369
Financial Avengers
California
$158K +$48.1K +209 +44%
CAS
3370
Coppell Advisory Solutions
Texas
$154K +$11.2K +54 +8%
WIM
3371
Westside Investment Management
California
$154K – – –
USB
3372
Union Savings Bank
Connecticut
$152K +$23K +100 +18%
ACM
3373
Antonetti Capital Management
Florida
$151K -$460 -2 -0.3%
BDS
3374
Banco de Sabadell
Florida
$150K +$52.1K +225 +53%
FCT
3375
First Community Trust
Iowa
$150K -$9.2K -40 -6%
133 134
135
136 137