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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 %
DIA
526
Dana Investment Advisors
Wisconsin
$33.9M -$367K -1,594 -1%
Wealthfront Advisers
527
Wealthfront Advisers
California
$33.6M +$59.6K +259 +0.2%
BFO
528
Boston Family Office
Massachusetts
$33.2M +$50.6K +220 +0.2%
CNAM
529
Campbell Newman Asset Management
Wisconsin
$33.2M +$70.6K +307 +0.2%
PFO
530
Pathstone Family Office
New Jersey
$32.9M +$14.2M +60,991 +76%
ONB
531
Old National Bancorp
Indiana
$32.6M +$193K +838 +0.6%
OCM
532
Osterweis Capital Management
California
$32.4M -$2.45M -10,673 -7%
NSLI
533
Nan Shan Life Insurance
Taiwan
$32.3M +$2.43M +10,570 +8%
GBWM
534
Granite Bay Wealth Management
New Hampshire
$32.1M +$31.6M +131,505 +6,200%
SAM
535
Shell Asset Management
Netherlands
$32M -$1.38M -5,980 -4%
WCA
536
Waratah Capital Advisors
Ontario, Canada
$31.9M +$19.2M +83,577 +151%
CAI
537
Capital Advisors Inc
Oklahoma
$31.7M +$2M +8,697 +7%
DSAM
538
Dock Street Asset Management
Florida
$31.5M +$2.68M +11,669 +9%
IC
539
IEQ Capital
California
$31.4M +$404K +1,755 +1%
SAM
540
Silvercrest Asset Management
New York
$31.4M +$820K +3,566 +3%
EMPI
541
Elo Mutual Pension Insurance
Finland
$31.2M +$395K +1,718 +1%
VCM
542
Violich Capital Management
California
$31M -$1.39M -6,045 -4%
SDIC
543
South Dakota Investment Council
South Dakota
$31M -$3.66M -15,897 -11%
SF
544
Synovus Financial
Georgia
$30.9M -$1.01M -4,411 -3%
MWM
545
Modera Wealth Management
New Jersey
$30.9M +$461K +2,004 +2%
RT
546
Rockland Trust
Massachusetts
$30.5M +$1.9M +8,277 +7%
DP
547
Dundas Partners
United Kingdom
$30.5M +$2.69M +11,698 +10%
KRS
548
Kentucky Retirement Systems
Kentucky
$30.5M +$534K +2,322 +2%
EDRH
549
Edmond de Rothschild Holding
Switzerland
$30.2M -$2.36M -10,243 -7%
CSS
550
Cubist Systematic Strategies
Connecticut
$30.2M +$15.6M +67,697 +106%
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