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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 %
ACIM
576
Azimuth Capital Investment Management
Michigan
$28.3M -$131K -569 -0.5%
ACI
577
Alpha Cubed Investments
California
$28.2M +$2.5M +10,850 +10%
CWM
578
Congress Wealth Management
Massachusetts
$28.2M +$881K +3,832 +3%
TMAM
579
Tokio Marine Asset Management
Japan
$28.2M -$1.23M -5,345 -4%
BWP
580
Baldwin Wealth Partners
Massachusetts
$28M -$449K -1,951 -2%
KPWS
581
Kestra Private Wealth Services
Texas
$27.9M +$4.8M +20,881 +21%
OA
582
Oak Associates
Ohio
$27.9M -$58.9K -256 -0.2%
OIAM
583
OFI Invest Asset Management
France
$27.9M -$165K -760 -0.6%
FAB
584
First American Bank
Illinois
$27.9M -$561K -2,438 -2%
CCA
585
Cobblestone Capital Advisors
New York
$27.8M -$80.5K -350 -0.3%
MC
586
Montag & Caldwell
Georgia
$27.7M -$7.58M -32,946 -21%
Lido Advisors
587
Lido Advisors
California
$27.7M +$498K +2,164 +2%
VIM
588
Vancity Investment Management
British Columbia, Canada
$27.7M – – –
DBG
589
De Burlo Group
Massachusetts
$27.6M +$2.05M +8,925 +8%
NW
590
NewEdge Wealth
Pennsylvania
$27.6M +$2.33M +10,127 +9%
NMIFOAC
591
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$27.4M – – –
WP
592
Wedgewood Partners
Missouri
$27.3M -$13.3M -57,824 -33%
NOCM
593
Night Owl Capital Management
Connecticut
$27.3M -$2.76K -12 -0%
Balyasny Asset Management
594
Balyasny Asset Management
Illinois
$27.3M -$225M -977,203 -89%
FBB
595
Fulton Breakefield Broenniman
Maryland
$27.2M -$79.6K -346 -0.3%
RMA
596
Roffman Miller Associates
Pennsylvania
$27.2M +$478K +2,077 +2%
PNC
597
Park National Corp
Ohio
$27.1M -$1.21M -5,258 -4%
DA
598
Dillon & Associates
Michigan
$27.1M +$104K +451 +0.4%
NRS
599
Neville Rodie & Shaw
New York
$26.9M -$118K -514 -0.4%
FLII
600
First Long Island Investors
New York
$26.9M +$47.4K +206 +0.2%
22 23
24
25 26