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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 %
NEI
626
Northwest & Ethical Investments
Ontario, Canada
$23.9M +$2.15M +9,346 +10%
TI
627
Tidal Investments
Wisconsin
$23.8M +$1.89M +8,217 +9%
ZAM
628
Zevin Asset Management
Massachusetts
$23.8M +$512K +2,228 +2%
PAI
629
Pittenger & Anderson Inc
Nebraska
$23.7M +$287K +1,248 +1%
BF
630
BOK Financial
Oklahoma
$23.6M -$875K -3,723 -4%
DS
631
Dudley & Shanley
Florida
$23.3M -$2.3K -10 -0%
CA
632
Cetera Advisors
Colorado
$23.3M +$2.25M +9,783 +11%
AWM
633
Absher Wealth Management
North Carolina
$23.3M +$192K +835 +0.8%
GIM
634
Grassi Investment Management
California
$23.2M -$80.3K -349 -0.3%
SCM
635
Steadfast Capital Management
New York
$23.2M – – –
CTA
636
Chesley Taft & Associates
Illinois
$23.2M -$4.14K -18 -0%
AAS
637
Avantax Advisory Services
Texas
$23.2M +$123K +533 +0.5%
HTI
638
Hikari Tsushin Inc
Japan
$23.1M – – –
CCP
639
Caden Capital Partners
California
$22.9M -$12.4M -54,068 -35%
ACA
640
Aptus Capital Advisors
Alabama
$22.9M +$901K +3,916 +4%
ATC
641
Argent Trust Co
Tennessee
$22.9M +$193K +837 +0.8%
LSERS
642
Louisiana State Employees Retirement System
Louisiana
$22.9M -$115K -500 -0.5%
CIC
643
Carnegie Investment Counsel
Ohio
$22.7M -$561K -2,439 -2%
BRWA
644
B. Riley Wealth Advisors
Florida
$22.7M +$775K +3,371 +4%
AHC
645
Adell Harriman & Carpenter
Texas
$22.6M +$319K +1,386 +1%
CGIM
646
Capital Group Investment Management
Singapore
$22.4M -$4.19M -18,217 -16%
AAS
647
Annex Advisory Services
Wisconsin
$22.4M +$3.12M +13,568 +16%
NFGCM
648
Norman Fields Gottscho Capital Management
New York
$22.3M -$109K -475 -0.5%
PCM
649
Palisade Capital Management
New Jersey
$22.3M -$103K -446 -0.5%
WBC
650
Westpac Banking Corp
Australia
$22.2M -$6.91M -30,042 -24%
24 25
26
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