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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 %
AI
476
Atria Investments
North Carolina
$41.5M +$1.44M +6,279 +4%
GA
477
GuoLine Advisory
Singapore
$41.4M – – –
MAMU
478
Marathon Asset Management (UK)
United Kingdom
$41.2M -$2.08M -9,025 -5%
Mercer Global Advisors
479
Mercer Global Advisors
Colorado
$41.1M -$1.51M -6,577 -4%
RFC
480
Regions Financial Corp
Alabama
$41.1M -$1.02M -4,435 -2%
ACM
481
Advisors Capital Management
New Jersey
$40.6M +$1.11M +4,814 +3%
WGAM
482
Wilkinson Global Asset Management
New York
$40.5M +$26.7K +116 +0.1%
CI
483
Cooper Investors
Australia
$40.4M +$40.4M +170,300 New
AAM
484
Ardevora Asset Management
United Kingdom
$40.3M -$31.9M -138,498 -44%
KeyBank National Association
485
KeyBank National Association
Ohio
$40.3M +$288K +1,253 +0.7%
SI
486
Stephens Inc
Arkansas
$40.2M -$4.77M -20,755 -11%
AIM
487
Avity Investment Management
Connecticut
$40.1M -$573K -2,491 -1%
OC
488
Oppenheimer & Co
New York
$39.8M +$1.65M +7,174 +4%
NP
489
NS Partners
United Kingdom
$39.7M -$331K -1,440 -0.8%
PI
490
PGGM Investments
Netherlands
$39.6M +$2.94M +12,798 +8%
AT
491
Avalon Trust
New Mexico
$39.4M -$363K -1,580 -0.9%
ICP
492
Ironvine Capital Partners
Nebraska
$39.1M +$106K +460 +0.3%
ZIC
493
ZWJ Investment Counsel
Georgia
$39.1M +$245K +1,063 +0.6%
AIM
494
Achmea Investment Management
Netherlands
$38.9M +$633K +2,750 +2%
CPSAC
495
Chas P. Smith & Associates (CPS)
Florida
$38.5M -$819K -3,560 -2%
CAM
496
Cidel Asset Management
Ontario, Canada
$38.4M +$87.4K +380 +0.2%
CF
497
Covea Finance
France
$38.4M +$11.1M +48,100 +40%
SCM
498
Snyder Capital Management
California
$38.3M +$2.33M +10,133 +6%
Envestnet Portfolio Solutions
499
Envestnet Portfolio Solutions
Illinois
$38.2M +$38.2M +166,085 New
PAG
500
Private Advisor Group
New Jersey
$38M +$3.67M +15,953 +11%
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