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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 %
BSI
876
Bennett Selby Investments
Maine
$12.4M +$114K +495 +0.9%
SCM
877
Shelton Capital Management
Colorado
$12.3M -$2.3M -10,000 -16%
AMI
878
Amica Mutual Insurance
Rhode Island
$12.3M – – –
FAT
879
First American Trust
California
$12.3M -$258K -1,122 -2%
Wolverine Trading
880
Wolverine Trading
Illinois
$12.2M +$11.3M +49,168 +1,234%
FGAM
881
Financial Gravity Asset Management
Texas
$12.2M +$11.2M +7,910 +1,148%
PHAM
882
Pacific Heights Asset Management
California
$12.2M – – –
BBA
883
Baader Bank Aktiengesellschaft
Germany
$12.2M -$1.34M -5,848 -10%
MLL
884
Moody Lynn & Lieberson
Massachusetts
$12.2M -$160K -697 -1%
AF
885
Allworth Financial
California
$12.2M +$1.65M +7,156 +16%
SGM
886
Skye Global Management
Florida
$12.1M -$3.66M -15,900 -23%
BC
887
Burney Company
Virginia
$12M +$30.4K +132 +0.3%
TCOV
888
Trust Company of Vermont
Vermont
$12M +$812K +3,531 +7%
TCM
889
Thames Capital Management
New Jersey
$11.9M – – –
AF
890
Alerus Financial
North Dakota
$11.9M -$453K -1,969 -4%
KA
891
Kintegral Advisory
New York
$11.9M -$7.13K -31 -0.1%
TF
892
Talbot Financial
Washington
$11.9M +$104K +454 +0.9%
PMG
893
ProVise Management Group
Florida
$11.9M +$214K +930 +2%
RCWMU
894
Rothschild & Co Wealth Management (UK)
United Kingdom
$11.8M +$1.43M +6,235 +14%
CI
895
Capital International
California
$11.8M -$62.1K -270 -0.5%
KLWA
896
Kelly Lawrence W & Associates
California
$11.8M +$11.5K +50 +0.1%
LIM
897
Leavell Investment Management
Alabama
$11.7M -$545K -2,369 -4%
BMC
898
Benin Management Corp
Connecticut
$11.7M -$46K -200 -0.4%
DAM
899
Deltec Asset Management
New York
$11.7M +$822K +3,575 +8%
AWM
900
Axxcess Wealth Management
California
$11.7M +$5.11M +22,223 +77%
34 35
36
37 38