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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 %
LGWM
851
Litman Gregory Wealth Management
California
$13.2M +$13.2M +57,373 New
FFBTD
852
First Financial Bank - Trust Division
Ohio
$13.2M -$46.2K -201 -0.3%
CWM
853
Cabot Wealth Management
Massachusetts
$13.2M +$48.1K +209 +0.4%
1C
854
1623 Capital
Virginia
$13.1M +$55.7K +242 +0.4%
GIP
855
Gavilan Investment Partners
California
$13.1M – – –
TPCW
856
TD Private Client Wealth
New York
$13.1M -$652K -2,832 -5%
RSVP
857
Ramsay Stattman Vela & Price
Colorado
$13M -$144K -625 -1%
TSS
858
Thomas Story & Son
Indiana
$13M -$1.56M -6,763 -11%
AIM
859
Arcadia Investment Management
Michigan
$13M +$15K +65 +0.1%
LNWWM
860
Laird Norton Wetherby Wealth Management
California
$13M -$52K -226 -0.4%
MGWM
861
Marks Group Wealth Management
Minnesota
$12.9M -$43.5K -189 -0.3%
AC
862
Abbrea Capital
California
$12.9M -$32.2K -140 -0.2%
QIM
863
Quest Investment Management
Oregon
$12.9M -$105K -458 -0.8%
TC
864
Tenere Capital
New York
$12.9M +$2.36M +10,280 +22%
EIA
865
Edgemoor Investment Advisors
Maryland
$12.9M +$276K +1,200 +2%
TCM
866
Telos Capital Management
California
$12.9M +$86.7K +377 +0.7%
WWA
867
WCG Wealth Advisors
Nevada
$12.8M +$5.96M +25,741 +87%
PA
868
Procyon Advisors
Connecticut
$12.7M +$6.11M +26,557 +93%
PCIG
869
Partners Capital Investment Group
Massachusetts
$12.6M -$131K -571 -1%
CWM
870
Curi Wealth Management
North Carolina
$12.6M +$305K +1,327 +2%
NO
871
Ninety One
South Africa
$12.6M +$5.91M +25,601 +89%
MRCM
872
M&R Capital Management
New Jersey
$12.5M -$164K -714 -1%
LCM
873
Logan Capital Management
Pennsylvania
$12.5M -$554K -2,408 -4%
TFA
874
Toth Financial Advisory
Virginia
$12.4M +$58.2K +253 +0.5%
PIP
875
Peachtree Investment Partners
Florida
$12.4M -$8.51K -37 -0.1%
33 34
35
36 37