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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 %
Lord, Abbett & Co
426
Lord, Abbett & Co
New Jersey
$50.4M -$326K -1,418 -0.6%
HFS
427
Hantz Financial Services
Michigan
$50M -$252K -1,097 -0.5%
AAM
428
Advisors Asset Management
Colorado
$49.8M -$2.09M -9,065 -4%
BS
429
Banco Santander
Spain
$49.6M -$12.4M -53,712 -20%
CM
430
Cercano Management
Washington
$49.2M – – –
GF
431
Gabelli Funds
New York
$49.1M +$615K +2,675 +1%
PWP
432
Private Wealth Partners
California
$49.1M -$515K -2,240 -1%
WTC
433
WhitTier Trust Company
Nevada
$48.9M -$281K -1,221 -0.6%
CA
434
Cortland Associates
Missouri
$48.8M -$15.8M -68,528 -24%
PA
435
Pinnacle Associates
New York
$48.7M -$352K -1,532 -0.7%
EWA
436
EP Wealth Advisors
California
$48.4M +$31.7M +137,947 +190%
XL
437
XN LP
New York
$48.4M +$6.24M +27,148 +15%
BCI
438
Brinker Capital Investments
Pennsylvania
$48.4M -$2.48M -10,767 -5%
OPS
439
Orion Portfolio Solutions
Nebraska
$48.4M -$2.48M -10,767 -5%
HCM
440
Howland Capital Management
Massachusetts
$48.1M -$177K -771 -0.4%
MCM
441
Mill Capital Management
North Carolina
$47.8M +$20.9K +91 +0%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$47.7M +$5.88M +25,567 +14%
AAIS
443
ABN AMRO Investment Solutions
$47.5M +$16.1M +70,180 +52%
ADEF
444
Adams Diversified Equity Fund
Maryland
$47.2M +$2.3M +10,000 +5%
AAM
445
Aureus Asset Management
Massachusetts
$47.2M -$1.75M -7,630 -4%
CT
446
Cambridge Trust
Massachusetts
$47.1M +$21.9K +95 +0%
FLPIM
447
F.L. Putnam Investment Management
Massachusetts
$47M +$735K +3,196 +2%
PWP
448
Perfromance Wealth Partners
Illinois
$46.9M -$415K -1,804 -0.9%
ELI
449
Empire Life Investments
Ontario, Canada
$46.8M +$54.5K +237 +0.1%
BWC
450
Blue Whale Capital
United Kingdom
$46.5M +$115K +500 +0.2%
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