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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 %
API
676
Advisor Partners II
California
$20.3M +$770K +3,349 +4%
LCAM
677
London & Capital Asset Management
United Kingdom
$20.3M -$1.03M -4,459 -5%
JC
678
Jacobs & Co
California
$20.2M -$773K -3,362 -4%
RAM
679
Rempart Asset Management
Canada
$20.2M -$207K -898 -1%
VHAM
680
Van Hulzen Asset Management
California
$20.1M +$5.08M +22,066 +34%
MC
681
Middleton & Co
Massachusetts
$20.1M -$506K -2,199 -2%
SI
682
Sora Investors
Pennsylvania
$20M +$20M +87,000 New
PWAG
683
Polaris Wealth Advisory Group
California
$19.9M +$5.37M +23,358 +37%
RCYC
684
Richard C. Young & Co
Rhode Island
$19.9M +$85.3K +371 +0.4%
PMEF
685
Point72 Middle East FZE
United Arab Emirates
$19.9M +$19.9M +86,400 New
IMCOOI
686
Investment Management Corp of Ontario (IMCO)
Canada
$19.8M +$6.92M +30,088 +54%
VVP
687
Venture Visionary Partners
Ohio
$19.8M +$486K +2,111 +3%
WSFS
688
Wilmington Savings Fund Society
Delaware
$19.8M -$99.8K -434 -0.5%
BCP
689
Blue Chip Partners
Michigan
$19.8M +$613K +2,666 +3%
MAM
690
Mastrapasqua Asset Management
Tennessee
$19.6M -$99.6K -433 -0.5%
NMERB
691
New Mexico Educational Retirement Board
New Mexico
$19.4M +$1.22M +5,300 +7%
LIA
692
LS Investment Advisors
Michigan
$19.3M -$693K -3,015 -3%
MGP
693
Metis Global Partners
California
$19.2M +$2.37M +10,319 +14%
CA
694
Clearstead Advisors
Ohio
$19.2M +$10.4M +45,057 +117%
CPC
695
Cookson Peirce & Co
Pennsylvania
$19.2M +$19.2M +83,280 New
IG
696
Ithaka Group
Virginia
$19.2M -$662K -2,880 -3%
KC
697
Kadensa Capital
Hong Kong
$19.1M -$30.4M -132,248 -61%
ZCI
698
Zevenbergen Capital Investments
Washington
$19M -$2.33M -10,120 -11%
KHLMVGHM
699
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19M – – –
TTWM
700
TCV Trust & Wealth Management
Virginia
$18.8M -$106K -462 -0.6%
26 27
28
29 30