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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 %
KIA
501
KCM Investment Advisors
California
$37.7M -$293K -1,273 -0.8%
BAMCO Inc
502
BAMCO Inc
New York
$37.7M +$873K +3,797 +2%
B
503
Bailard
California
$37.6M +$1.03M +4,486 +3%
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$37.5M +$286K +1,244 +0.8%
Cetera Investment Advisers
505
Cetera Investment Advisers
Illinois
$37.5M -$229K -995 -0.6%
SFG
506
Sather Financial Group
Texas
$37.4M -$79.6K -346 -0.2%
Marshall Wace
507
Marshall Wace
United Kingdom
$37.3M +$37M +160,656 +10,885%
CC
508
Cornerstone Capital
California
$37.1M -$505K -2,197 -1%
CGH
509
Crossmark Global Holdings
Texas
$37M -$279K -1,181 -0.7%
KAS
510
Kestra Advisory Services
Texas
$37M +$4.71M +20,470 +15%
HWCM
511
Hudson Way Capital Management
Texas
$36.5M +$1.85M +8,057 +5%
MIFH
512
Migdal Insurance & Financial Holdings
Israel
$36.2M -$15.6K -68 -0%
WTA
513
Washington Trust Advisors
Massachusetts
$35.9M -$426K -1,852 -1%
ACM
514
Alta Capital Management
Utah
$35.9M -$765K -3,327 -2%
BCM
515
Bowie Capital Management
Texas
$35.9M -$672K -2,922 -2%
WA
516
WestEnd Advisors
North Carolina
$35.6M +$900K +3,912 +3%
CP
517
Cumberland Partners
Ontario, Canada
$35.5M -$406K -1,763 -1%
SEM
518
Suncoast Equity Management
Florida
$35.4M +$400K +1,740 +1%
RJT
519
Raymond James Trust
Florida
$35.4M +$519K +2,256 +1%
HP
520
Hikari Power
Japan
$35.3M – – –
ZCM
521
Ziegler Capital Management
Illinois
$35.1M -$531K -2,307 -1%
NSAM
522
North Star Asset Management
Wisconsin
$34.8M +$39.8K +173 +0.1%
GIBU
523
Gulf International Bank (UK)
United Kingdom
$34.3M -$3.46M -15,040 -9%
PP
524
Prudential plc
United Kingdom
$34.2M +$2.41M +10,488 +8%
PF
525
Phoenix Financial
Israel
$34.1M -$920K -4,001 -3%
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