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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 %
FWA
3476
FSC Wealth Advisors
New York
$10.6K – – –
PO
3477
Private Ocean
California
$10.4K -$205K -890 -95%
PS
3478
PayPay Securities
Japan
$9.89K +$1.61K +7 +19%
CWM
3479
Cranbrook Wealth Management
Michigan
$8.98K – – –
RIM
3480
Ranger Investment Management
Texas
$8.97K – – –
DF
3481
DecisionPoint Financial
Arizona
$8.05K – – –
BFP
3482
Briaud Financial Planning
Texas
$8K +$8K +37 New
SA
3483
SRH Advisors
Kansas
$6.44K – – –
LIM
3484
Longfellow Investment Management
Massachusetts
$6.44K – – –
YAL
3485
Your Advocates Ltd
Texas
$6.21K – – –
TJHA
3486
Thomas J. Herzfeld Advisors
Florida
$5.06K – – –
UFF
3487
USA Financial Formulas
Michigan
$4.37K -$132K -575 -97%
PPWM
3488
PFG Private Wealth Management
Florida
$4.14K – – –
AWA
3489
Authentikos Wealth Advisory
California
$3.51K +$3.51K +15 New
TC
3490
Trium Capital
United Kingdom
$3.16K -$315 -1,369 -9%
MBFW
3491
Morton Brown Family Wealth
Pennsylvania
$2.3K – – –
GWM
3492
Guardian Wealth Management
Illinois
$1.87K – – –
SWM
3493
Sanctuary Wealth Management
Idaho
$1.61K – – –
DWA
3494
Delos Wealth Advisors
Texas
$1.48K – – –
EC
3495
Elequin Capital
New York
$460 -$9.43K -41 -95%
LPC
3496
Lone Pine Capital
Connecticut
– -$295M -1,241,941 Closed
BCM
3497
Bronte Capital Management
Australia
– -$67.7M -284,917 Closed
JCM
3498
Junto Capital Management
New York
– -$44.3M -186,342 Closed
SIG
3499
Senator Investment Group
New York
– -$40.4M -170,000 Closed
DKCM
3500
Davidson Kempner Capital Management
New York
– -$38.2M -160,811 Closed
138 139
140
141 142