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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 %
CG
701
Colony Group
Massachusetts
$18.8M -$284K -1,236 -1%
BVDMP
702
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$18.8M – – –
LI
703
LMCG Investments
Massachusetts
$18.7M -$551K -2,396 -3%
TC
704
TwinBeech Capital
New York
$18.7M +$18.7M +81,296 New
KA
705
Kerrisdale Advisers
Florida
$18.7M +$967K +4,204 +5%
NPPM
706
North Point Portfolio Managers
Ohio
$18.6M +$13.3K +58 +0.1%
CTA
707
Colonial Trust Advisors
South Carolina
$18.6M -$191K -832 -1%
Credit Agricole
708
Credit Agricole
France
$18.6M -$307K -1,336 -2%
VW
709
Vantage Wealth
California
$18.5M +$61K +265 +0.3%
CWM
710
Calamos Wealth Management
Illinois
$18.5M +$681K +2,962 +4%
BCV
711
Banque Cantonale Vaudoise
Switzerland
$18.5M +$949K +4,127 +5%
BCM
712
Bridgeway Capital Management
Texas
$18.4M -$255K -1,110 -1%
TA
713
TRB Advisors
New York
$18.4M – – –
NRCM
714
North Reef Capital Management
California
$18.4M +$18.4M +80,000 New
ASN
715
Advisory Services Network
Georgia
$18.3M +$1.07M +4,648 +6%
SWM
716
Spire Wealth Management
Virginia
$18.3M -$5.34M -23,222 -23%
RWP
717
RWA Wealth Partners
Massachusetts
$18.3M +$3.67M +15,973 +25%
MYAM
718
Meiji Yasuda Asset Management
Japan
$18.2M +$2.48M +10,798 +16%
DT
719
Diversified Trust
Tennessee
$18.1M -$65.3K -284 -0.4%
PCIA
720
Prime Capital Investment Advisors
Kansas
$18.1M -$4.24M -18,418 -19%
CCG
721
Cypress Capital Group
Florida
$18M -$61K -265 -0.3%
CCM
722
Copeland Capital Management
Pennsylvania
$18M -$517K -2,247 -3%
AC
723
Addenda Capital
Quebec, Canada
$18M -$253K -1,101 -1%
SGK
724
Steigerwald Gordon & Koch
Virginia
$17.9M +$97.8K +425 +0.5%
GGS
725
Galvin Gaustad & Stein
Arizona
$17.9M +$213K +927 +1%
27 28
29
30 31