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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 %
KLWA
901
Kelly Lawrence W & Associates
California
$13.2M -$139K -535 -1%
Twin Tree Management
902
Twin Tree Management
Texas
$13.1M +$12M +46,211 +1,076%
NMIMC
903
Northwestern Mutual Investment Management Company
Wisconsin
$13.1M -$68K -261 -0.5%
EF
904
Empowered Funds
Pennsylvania
$13.1M +$553K +2,125 +4%
SS
905
Simplicity Solutions
Minnesota
$13.1M +$851K +3,268 +7%
PFU
906
Parus Finance (UK)
United Kingdom
$13.1M +$5.39M +20,692 +70%
FCBT
907
First Citizens Bank & Trust
North Carolina
$13M +$251K +964 +2%
AF
908
Alerus Financial
North Dakota
$12.9M -$514K -1,974 -4%
BFEC
909
Benjamin F. Edwards & Company
Missouri
$12.9M +$3.57M +13,728 +38%
TF
910
Threadgill Financial
Texas
$12.9M -$33.8K -130 -0.3%
VF
911
Vest Financial
Virginia
$12.9M +$2.96M +11,370 +30%
IGGA
912
Iron Gate Global Advisors
Utah
$12.8M +$28.4K +109 +0.2%
WAM
913
Weatherly Asset Management
California
$12.8M -$234K -898 -2%
TA
914
TruWealth Advisors
Louisiana
$12.8M +$255K +979 +2%
DWA
915
Douglass Winthrop Advisors
New York
$12.8M -$42.2K -162 -0.3%
LNC
916
Lincoln National Corp
Pennsylvania
$12.8M +$181K +697 +1%
CWM
917
Curi Wealth Management
North Carolina
$12.7M -$1.53M -5,872 -11%
CK
918
Cohen Klingenstein
New York
$12.7M – – –
PS
919
Principal Securities
Iowa
$12.7M +$12.7M +48,790 New
YL
920
YCG LLC
Texas
$12.7M +$4.17K +16 +0%
SC
921
Skylands Capital
Wisconsin
$12.6M -$293K -1,125 -2%
OPCM
922
Osborne Partners Capital Management
California
$12.6M -$52.1K -200 -0.4%
RWA
923
River Wealth Advisors
Pennsylvania
$12.6M +$57K +219 +0.5%
PAM
924
Palisade Asset Management
Minnesota
$12.5M +$105K +402 +0.8%
USAA
925
United Services Automobile Association
Texas
$12.5M +$1.01M +3,889 +9%
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37
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