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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 %
CIA
826
Covington Investment Advisors
Pennsylvania
$13.8M +$516K +2,245 +4%
AJ
827
Ashburton (Jersey)
Jersey
$13.7M – – –
CAM
828
Columbia Asset Management
Michigan
$13.7M -$91.5K -398 -0.7%
HI
829
Hendershot Investments
Virginia
$13.7M -$100K -436 -0.7%
FFP
830
FourThought Financial Partners
Florida
$13.7M -$68.8K -299 -0.5%
VFA
831
Valeo Financial Advisors
Indiana
$13.6M +$511K +2,222 +4%
BFS
832
Bradley Foster & Sargent
Connecticut
$13.6M – – –
1CP
833
11 Capital Partners
Connecticut
$13.6M -$1.03M -4,491 -7%
CAMG
834
CWA Asset Management Group
Florida
$13.6M +$415K +1,806 +3%
KRSITF
835
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13.6M +$239K +1,037 +2%
CIS
836
Connors Investor Services
Pennsylvania
$13.6M +$917K +3,991 +7%
SSWM
837
Sheets Smith Wealth Management
North Carolina
$13.5M -$105K -457 -0.8%
EGA
838
Eagle Global Advisors
Texas
$13.5M -$74.5K -324 -0.5%
RWM
839
Ritholtz Wealth Management
New York
$13.5M +$984K +4,279 +8%
JSP
840
Jackson Square Partners
California
$13.5M -$224K -972 -2%
OIA
841
OneDigital Investment Advisors
Kansas
$13.4M +$1.67M +7,263 +14%
CIA
842
CCM Investment Advisers
South Carolina
$13.4M -$67.9K -295 -0.5%
DAC
843
Dividend Assets Capital
South Carolina
$13.4M +$656K +2,854 +5%
SWM
844
Segment Wealth Management
Texas
$13.3M +$592K +2,574 +5%
BWL
845
Bogart Wealth LLC
Virginia
$13.3M +$216K +938 +2%
CC
846
Criteria Caixa
Spain
$13.3M – – –
GG
847
Greenwood Gearhart
Arkansas
$13.3M +$147K +639 +1%
MFAM
848
Motley Fool Asset Management
Virginia
$13.2M +$1.12M +4,889 +9%
MHC
849
Meyer Handelman Company
New York
$13.2M +$1.97M +8,552 +17%
WS
850
Wedbush Securities
California
$13.2M +$154K +668 +1%
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