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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 %
RP
451
Riverbridge Partners
Minnesota
$46.4M -$830K -3,607 -2%
GC
452
Guggenheim Capital
Illinois
$46.3M -$5.68M -24,677 -11%
SOADOR
453
State of Alaska Department of Revenue
Alaska
$45.9M -$2.19M -9,530 -5%
SFFS
454
Stonehage Fleming Financial Services
Jersey
$45.9M -$121M -527,005 -73%
WorldQuant Millennium Advisors
455
WorldQuant Millennium Advisors
New York
$45.7M +$16.3M +70,845 +55%
DWM
456
Destination Wealth Management
California
$44.3M -$383K -1,665 -0.9%
PWLP
457
Prio Wealth Limited Partnership
Massachusetts
$43.7M -$573K -2,490 -1%
SCA
458
Southpoint Capital Advisors
New York
$43.7M – – –
TAMH
459
Taikang Asset Management (HK)
Hong Kong
$43.6M – – –
BPWM
460
Badgley Phelps Wealth Managers
Washington
$43.6M -$495K -2,153 -1%
MJRIC
461
Mogy Joel R Investment Counsel
California
$43.5M -$158K -688 -0.4%
HMP
462
HS Management Partners
New York
$43.2M -$7.35M -31,960 -15%
YIA
463
YHB Investment Advisors
Connecticut
$43.2M +$21.6M +92,205 +100%
QCM
464
QRG Capital Management
Illinois
$43M +$43M +187,001 New
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$42.5M -$978K -4,251 -2%
Thrivent Financial for Lutherans
466
Thrivent Financial for Lutherans
Minnesota
$42.5M +$944K +4,101 +2%
Connor, Clark & Lunn Investment Management (CC&L)
467
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$42.4M -$33.2M -144,531 -44%
IMPI
468
Ilmarinen Mutual Pension Insurance
Finland
$42.4M – – –
SPIA
469
Steward Partners Investment Advisory
New York
$42.4M +$1.82M +7,900 +4%
CM
470
Castleark Management
Illinois
$42.3M -$3.75M -16,300 -8%
NA
471
NewEdge Advisors
Louisiana
$42.2M +$6.55M +28,466 +18%
Point72 Asset Management
472
Point72 Asset Management
Connecticut
$42M -$22M -95,714 -34%
BFS
473
Baskin Financial Services
Ontario, Canada
$42M -$462K -2,007 -1%
Parallax Volatility Advisers
474
Parallax Volatility Advisers
California
$41.9M -$4.3M -18,675 -9%
AG
475
AIA Group
Hong Kong
$41.8M -$2.9M -12,622 -7%
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