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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 %
FMII
751
Farmers & Merchants Investments Inc
Nebraska
$18.2M -$84.6K -325 -0.5%
LOM
752
LTS One Management
New York
$18.2M -$5.21M -20,000 -22%
H
753
HoyleCohen
California
$18.2M -$90.6K -348 -0.5%
CFG
754
Citizens Financial Group
Rhode Island
$18.2M +$110K +422 +0.6%
BFA
755
Beaumont Financial Advisors
Massachusetts
$18.2M -$170K -652 -0.9%
SC
756
Saybrook Capital
North Carolina
$18.2M -$61.2K -235 -0.3%
CGA
757
Compound Global Advisors
Washington
$18.2M -$1.6M -6,155 -8%
PIM
758
Penobscot Investment Management
Massachusetts
$18.2M +$930K +3,572 +5%
HWM
759
Heirloom Wealth Management
Colorado
$18.2M +$257K +986 +1%
HPG
760
Harvest Portfolios Group
Ontario, Canada
$18M -$1.44M -5,530 -7%
KWMG
761
King Wealth Management Group
Florida
$18M -$363K -1,395 -2%
PA
762
Parallel Advisors
California
$17.8M +$136K +524 +0.8%
GLA
763
Great Lakes Advisors
Illinois
$17.8M +$426K +1,637 +2%
FMLI
764
Fukoku Mutual Life Insurance
Japan
$17.7M -$35.9K -138 -0.2%
EAM
765
EULAV Asset Management
Florida
$17.7M -$130K -501 -0.7%
SBWIC
766
Schaper Benz & Wise Investment Counsel
Wisconsin
$17.7M -$8.07K -31 -0%
CIC
767
Chilton Investment Company
Connecticut
$17.7M -$966K -3,712 -5%
NO
768
Ninety One
South Africa
$17.6M +$3.46M +13,280 +24%
HC
769
Hendley & Co
Ohio
$17.6M +$1.33M +5,098 +8%
VI
770
Vestcor Inc
New Brunswick, Canada
$17.6M -$97.9K -376 -0.6%
GVAG
771
Great Valley Advisor Group
Delaware
$17.5M +$1.35M +5,195 +8%
MGIA
772
Matthew Goff Investment Advisor
Texas
$17.5M -$40.4K -155 -0.2%
BCAM
773
Boston Common Asset Management
Massachusetts
$17.4M -$2.48M -9,540 -12%
SCA
774
Snowden Capital Advisors
New York
$17.3M +$937K +3,600 +6%
Credit Agricole
775
Credit Agricole
France
$17.2M -$3.87M -14,860 -18%
29 30
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