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Visa
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Overview Fund Activity

3,746 hedge funds and large institutions have $407B invested in Visa in 2023 Q4 according to their latest regulatory filings, with 417 funds opening new positions, 1,515 increasing their positions, 1,438 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,746
Holders Change
+253
Holders Change %
+7.24%
% of All Funds
54.91%
Holding in Top 10
547
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+9.4%
% of All Funds
8.02%
New
417
Increased
1,515
Reduced
1,438
Closed
104
Calls
$4.52B
Puts
$4.04B
Net Calls
+$487M
Net Calls Change
-$677M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9B
2
State Street
State Street
Massachusetts
+$490M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$434M
4
BlackRock
BlackRock
New York
+$399M
5
Capital World Investors
Capital World Investors
California
+$345M

Top Sellers

1
CWM
CIBC World Markets
New York
-$666M
2
ESCM
Echo Street Capital Management
New York
-$599M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$501M
4
Goldman Sachs
Goldman Sachs
New York
-$464M
5
BI
BlueSpruce Investments
Illinois
-$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$2.73B +$36.7M +141,566 +1%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$2.67B -$18.3M -70,368 -0.7%
ClearBridge Investments
28
ClearBridge Investments
New York
$2.54B -$21.9M -84,030 -0.9%
Deutsche Bank
29
Deutsche Bank
Germany
$2.44B +$75.8M +291,049 +3%
UBS AM
30
UBS AM
Illinois
$2.33B +$85.9M +329,790 +4%
Fisher Asset Management
31
Fisher Asset Management
Washington
$2.32B +$43.4M +166,767 +2%
Edgewood Management
32
Edgewood Management
Connecticut
$2.3B -$215M -824,063 -9%
Barclays
33
Barclays
United Kingdom
$2.23B +$78.3M +300,673 +4%
Franklin Resources
34
Franklin Resources
California
$2.21B +$32.7M +125,784 +2%
Berkshire Hathaway
35
Berkshire Hathaway
Nebraska
$2.16B – – –
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$2.06B -$5.94M -22,819 -0.3%
Brown Advisory
37
Brown Advisory
Maryland
$1.97B +$1.45M +5,569 +0.1%
American Century Companies
38
American Century Companies
Missouri
$1.94B -$178M -682,486 -8%
Wells Fargo
39
Wells Fargo
California
$1.91B +$29.3M +112,390 +2%
UBS Group
40
UBS Group
Switzerland
$1.9B -$70.8M -271,932 -4%
Polen Capital Management
41
Polen Capital Management
Florida
$1.9B -$72.2M -277,387 -4%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$1.77B +$89.7M +344,364 +5%
Sands Capital Management
43
Sands Capital Management
Virginia
$1.69B -$342M -1,312,959 -17%
Amundi
44
Amundi
France
$1.66B +$27.1M +102,825 +2%
Lazard Asset Management
45
Lazard Asset Management
New York
$1.61B -$108M -415,147 -6%
Fundsmith LLP
46
Fundsmith LLP
United Kingdom
$1.49B -$4.7M -18,068 -0.3%
Viking Global Investors
47
Viking Global Investors
Connecticut
$1.48B -$334M -1,281,229 -18%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$1.44B +$148M +566,737 +11%
Temasek Holdings
49
Temasek Holdings
Singapore
$1.41B +$2.55M +9,789 +0.2%
Principal Financial Group
50
Principal Financial Group
Iowa
$1.4B -$27.2M -104,338 -2%
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