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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 %
MSRPS
576
Maryland State Retirement & Pension System
Maryland
$32.3M -$168K -646 -0.5%
SBH
577
Segall Bryant & Hamill
Illinois
$32.3M -$97.3M -373,804 -75%
Lido Advisors
578
Lido Advisors
California
$32.2M +$909K +3,491 +3%
TMAM
579
Tokio Marine Asset Management
Japan
$32.2M +$267K +1,025 +0.8%
GIP
580
Granite Investment Partners
California
$32.2M -$182K -698 -0.6%
NRS
581
Neville Rodie & Shaw
New York
$32M +$1.52M +5,857 +5%
NPF
582
Norris Perne & French
Michigan
$32M -$57.5K -221 -0.2%
OIAM
583
OFI Invest Asset Management
France
$32M +$1.68M +7,132 +6%
PNC
584
Park National Corp
Ohio
$31.9M +$1.23M +4,715 +4%
GBWM
585
Granite Bay Wealth Management
New Hampshire
$31.8M -$1.05M -4,277 -3%
GIM
586
Generate Investment Management
New Zealand
$31.8M +$31.8M +122,206 New
ACIM
587
Azimuth Capital Investment Management
Michigan
$31.7M -$239K -918 -0.7%
CCA
588
Cobblestone Capital Advisors
New York
$31.6M +$133K +510 +0.4%
DGM
589
Delta Global Management
New York
$31.6M +$31.6M +121,310 New
OA
590
Oak Associates
Ohio
$31.5M -$111K -425 -0.4%
FAB
591
First American Bank
Illinois
$31.3M -$255K -981 -0.8%
KCM
592
Kodai Capital Management
Illinois
$31.2M +$31.2M +119,667 New
NMIFOAC
593
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$31.1M – – –
RMA
594
Roffman Miller Associates
Pennsylvania
$31.1M +$273K +1,048 +0.9%
FBB
595
Fulton Breakefield Broenniman
Maryland
$31M +$184K +708 +0.6%
Parallax Volatility Advisers
596
Parallax Volatility Advisers
California
$30.4M -$16.9M -65,072 -36%
AWS
597
Atria Wealth Solutions
New York
$30.3M +$934K +3,587 +3%
VC
598
Vestor Capital
Illinois
$30.1M -$2.78M -10,678 -8%
Jones Financial Companies
599
Jones Financial Companies
Missouri
$30.1M +$135K +518 +0.5%
GAM
600
Guinness Asset Management
United Kingdom
$30M +$227K +872 +0.8%
22 23
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