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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 %
HCMT
726
Highland Capital Management (Tennessee)
Tennessee
$17.7M -$253K -1,101 -1%
BWFA
727
Baltimore-Washington Financial Advisors
Maryland
$17.7M +$20K +87 +0.1%
AC
728
Avenir Corporation
Virginia
$17.6M -$26.2K -114 -0.1%
ERIM
729
Eagle Ridge Investment Management
Connecticut
$17.6M -$273K -1,188 -2%
BCAM
730
Boston Common Asset Management
Massachusetts
$17.6M -$112K -489 -0.6%
MC
731
Moors & Cabot
Massachusetts
$17.6M -$31.1K -135 -0.2%
OMC
732
Overbrook Management Corp
New York
$17.5M +$5.44M +23,645 +45%
SSA
733
South Street Advisors
New York
$17.5M +$48.3K +210 +0.3%
WAM
734
Wallington Asset Management
Indiana
$17.5M +$72.7K +316 +0.4%
CTC
735
Central Trust Company
Missouri
$17.5M +$59.8K +260 +0.3%
HWM
736
HB Wealth Management
Georgia
$17.5M +$1.18M +5,114 +7%
CGA
737
Compound Global Advisors
Washington
$17.5M -$6.09M -26,486 -26%
SC
738
SouthState Corp
Florida
$17.4M -$178K -772 -1%
FDP
739
Financiere des Professionnels
Quebec, Canada
$17.4M +$17.4M +75,514 New
CIS
740
Capital International Sarl
California
$17.2M -$692K -3,008 -4%
KOCAA
741
Knights of Columbus Asset Advisors
Connecticut
$17.2M +$433K +1,882 +3%
HPG
742
Harvest Portfolios Group
Ontario, Canada
$17.2M -$821K -3,571 -5%
LBA
743
Lowell Blake & Associates
Massachusetts
$17.1M +$978K +4,253 +6%
ATI
744
Act Two Investors
California
$17M +$435K +1,893 +3%
KCM
745
Kornitzer Capital Management
Kansas
$17M +$29.9K +130 +0.2%
MA
746
Montag & Associates
Georgia
$17M +$1.33M +5,787 +9%
QCM
747
Quantinno Capital Management
New York
$16.9M +$2.9M +12,600 +21%
IAA
748
Independent Advisor Alliance
North Carolina
$16.8M +$118K +514 +0.7%
SSA
749
Schonfeld Strategic Advisors
New York
$16.6M +$10.1M +44,013 +157%
IMRF
750
Illinois Municipal Retirement Fund
Illinois
$16.5M -$3.75M -16,282 -18%
28 29
30
31 32