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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 %
FNBT
876
FineMark National Bank & Trust
Florida
$13.9M +$2.4M +9,201 +21%
LIM
877
Letson Investment Management
Georgia
$13.9M +$13.9M +53,358 New
TF
878
Talbot Financial
Washington
$13.9M +$463K +1,777 +3%
BBA
879
Baader Bank Aktiengesellschaft
Germany
$13.9M +$27.1K +104 +0.2%
FFN
880
Focus Financial Network
Minnesota
$13.9M +$10.3M +39,565 +288%
TCOV
881
Trust Company of Vermont
Vermont
$13.9M +$329K +1,263 +2%
AF
882
Allworth Financial
California
$13.8M +$56.5K +217 +0.4%
RCWMU
883
Rothschild & Co Wealth Management (UK)
United Kingdom
$13.8M +$424K +1,627 +3%
PHAM
884
Pacific Heights Asset Management
California
$13.8M – – –
MLL
885
Moody Lynn & Lieberson
Massachusetts
$13.8M -$37.5K -144 -0.3%
JSP
886
Jackson Square Partners
California
$13.7M -$1.63M -6,267 -11%
LCM
887
Logan Capital Management
Pennsylvania
$13.6M -$512K -1,966 -4%
AMI
888
Amica Mutual Insurance
Rhode Island
$13.6M -$356K -1,369 -3%
DWT
889
Dorsey & Whitney Trust
South Dakota
$13.5M +$442K +1,696 +3%
TCM
890
Thames Capital Management
New Jersey
$13.5M – – –
WBC
891
Westpac Banking Corp
Australia
$13.5M -$11.6M -44,715 -46%
PMG
892
ProVise Management Group
Florida
$13.4M -$9.11K -35 -0.1%
SFI
893
Siemens Fonds Invest
Germany
$13.4M +$2.1M +8,048 +19%
KA
894
Kintegral Advisory
New York
$13.3M -$85.1K -327 -0.6%
CI
895
Capital International
California
$13.3M -$27.1K -104 -0.2%
EH
896
Equitable Holdings
New York
$13.3M +$2.25M +8,658 +20%
BC
897
Burney Company
Virginia
$13.3M -$344K -1,323 -3%
LIM
898
Leavell Investment Management
Alabama
$13.2M -$36.7K -141 -0.3%
AJ
899
Ashburton (Jersey)
Jersey
$13.2M -$58.9K -256 -0.4%
BMC
900
Benin Management Corp
Connecticut
$13.2M -$65.9K -253 -0.5%
34 35
36
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