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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 %
TF
901
Threadgill Financial
Texas
$11.7M +$3.7M +15,801 +46%
TIM
902
Tikehau Investment Management
France
$11.7M -$2.72M -11,834 -19%
NMIMC
903
Northwestern Mutual Investment Management Company
Wisconsin
$11.7M -$75.4K -328 -0.6%
JSA
904
Jacobson & Schmitt Advisors
Wisconsin
$11.5M -$875K -3,804 -7%
WAM
905
Weatherly Asset Management
California
$11.5M +$12.9K +56 +0.1%
DWT
906
Dorsey & Whitney Trust
South Dakota
$11.5M -$46.2K -201 -0.4%
BCMO
907
Buckingham Capital Management (Ohio)
Ohio
$11.5M -$660K -2,868 -5%
FCM
908
Fernbridge Capital Management
California
$11.5M -$23.6M -102,527 -67%
JCM
909
Janney Capital Management
Pennsylvania
$11.4M -$1.34M -5,812 -10%
SC
910
Skylands Capital
Wisconsin
$11.4M -$495K -2,150 -4%
IGGA
911
Iron Gate Global Advisors
Utah
$11.4M -$188K -811 -2%
DWA
912
Douglass Winthrop Advisors
New York
$11.3M -$361K -1,569 -3%
VIM
913
Vinva Investment Management
Australia
$11.3M -$68.1K -294 -0.6%
CF
914
Cantor Fitzgerald
New York
$11.3M -$80.5K -350 -0.7%
FCBT
915
First Citizens Bank & Trust
North Carolina
$11.3M -$474K -2,061 -4%
CK
916
Cohen Klingenstein
New York
$11.2M – – –
ZDA
917
Zweig-DiMenna Associates
New York
$11.2M +$506K +2,200 +5%
LBC
918
Lowe Brockenbrough & Co
Virginia
$11.2M -$215K -934 -2%
YL
919
YCG LLC
Texas
$11.2M -$121K -528 -1%
FA
920
FDx Advisors
Illinois
$11.2M -$10.4M -45,380 -48%
OPCM
921
Osborne Partners Capital Management
California
$11.2M +$46K +200 +0.4%
LNC
922
Lincoln National Corp
Pennsylvania
$11.1M +$55K +239 +0.5%
EF
923
Empowered Funds
Pennsylvania
$11.1M +$2.01M +8,745 +22%
TA
924
TruWealth Advisors
Louisiana
$11.1M -$6.51M -28,309 -37%
WPP
925
Whalerock Point Partners
Rhode Island
$11.1M +$178K +772 +2%
35 36
37
38 39