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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 %
FNFDCM
826
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$15.6M -$165K -634 -1%
BWL
827
Bogart Wealth LLC
Virginia
$15.6M +$490K +1,884 +3%
PAM
828
Peak Asset Management
Colorado
$15.6M -$143K -548 -0.9%
VFA
829
Valeo Financial Advisors
Indiana
$15.5M +$105K +403 +0.7%
CIA
830
CCM Investment Advisers
South Carolina
$15.5M +$340K +1,306 +2%
BONST
831
Bank of Nova Scotia Trust
Ontario, Canada
$15.5M -$914K -3,509 -6%
CAM
832
Columbia Asset Management
Michigan
$15.4M -$81.5K -313 -0.5%
RWM
833
Ritholtz Wealth Management
New York
$15.4M +$103K +396 +0.7%
WS
834
Wedbush Securities
California
$15.4M +$437K +1,677 +3%
FFP
835
FourThought Financial Partners
Florida
$15.3M -$129K -494 -0.8%
SSWM
836
Sheets Smith Wealth Management
North Carolina
$15.3M -$1.3K -5 -0%
MC
837
Martin Currie
United Kingdom
$15.3M -$781K -2,998 -5%
TCM
838
Telos Capital Management
California
$15.2M +$646K +2,481 +4%
GIP
839
Gavilan Investment Partners
California
$15.2M +$391K +1,500 +3%
PA
840
Procyon Advisors
Connecticut
$15.2M +$831K +3,191 +6%
ZDA
841
Zweig-DiMenna Associates
New York
$15.1M +$2.47M +9,500 +20%
GAM
842
Gotham Asset Management
New York
$15M +$3.89M +14,956 +35%
CC
843
Criteria Caixa
Spain
$15M – – –
EGA
844
Eagle Global Advisors
Texas
$15M -$322K -1,235 -2%
KIA
845
Knollwood Investment Advisory
Maryland
$15M +$8.66M +33,280 +137%
VMPIC
846
Varma Mutual Pension Insurance Co
Finland
$14.9M +$9.21M +35,391 +161%
EIA
847
Edgemoor Investment Advisors
Maryland
$14.9M +$340K +1,306 +2%
AWM
848
Axxcess Wealth Management
California
$14.9M +$1.65M +6,356 +12%
DAC
849
Dividend Assets Capital
South Carolina
$14.9M -$248K -954 -2%
LGWM
850
Litman Gregory Wealth Management
California
$14.9M -$39.8K -153 -0.3%
32 33
34
35 36