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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 %
PCA
951
Pallas Capital Advisors
Massachusetts
$10.2M +$1.87M +8,029 +23%
NIG
952
NFJ Investment Group
Texas
$10.2M -$3.34M -14,520 -25%
CAL
953
Capital Analysts LLC
Pennsylvania
$10.2M +$677K +2,944 +7%
FNBT
954
FineMark National Bank & Trust
Florida
$10.2M -$79.8K -347 -0.8%
CM
955
Churchill Management
California
$10.1M +$10.1M +44,119 New
USAA
956
United Services Automobile Association
Texas
$10.1M +$1.2M +5,217 +13%
MNBTD
957
Moody National Bank Trust Division
Texas
$10.1M +$135K +587 +1%
CG
958
Caprock Group
Idaho
$10.1M +$254K +1,104 +3%
YC
959
Yarbrough Capital
Tennessee
$10M – – –
BIC
960
Beach Investment Counsel
Pennsylvania
$10M – – –
Baillie Gifford & Co
961
Baillie Gifford & Co
United Kingdom
$9.99M -$1.07M -4,664 -10%
SFI
962
Siemens Fonds Invest
Germany
$9.96M +$529K +2,298 +6%
CCM
963
Coldstream Capital Management
Washington
$9.95M -$18.9K -82 -0.2%
EWM
964
Evercore Wealth Management
New York
$9.95M -$573K -2,493 -5%
EF
965
Empirical Finance
Pennsylvania
$9.91M +$1.31M +5,703 +15%
MA
966
Mutual Advisors
Nebraska
$9.89M -$316K -1,375 -3%
GAM
967
Griffin Asset Management
New York
$9.87M +$3.06M +13,322 +45%
SAM
968
Sawgrass Asset Management
Florida
$9.85M -$350K -1,523 -3%
MC
969
Mayar Capital
United Kingdom
$9.85M -$2.51M -10,915 -20%
GAM
970
Gotham Asset Management
New York
$9.85M +$1.23M +5,332 +14%
WP
971
Waycross Partners
Kentucky
$9.83M +$403K +1,750 +4%
CC
972
Courier Capital
New York
$9.82M -$279K -1,213 -3%
HIMC
973
Heritage Investors Management Corp
Maryland
$9.81M -$144K -624 -1%
EH
974
Equitable Holdings
New York
$9.78M +$2.85M +12,398 +41%
SPC
975
Sigma Planning Corp
Michigan
$9.78M +$1.04M +4,533 +12%
37 38
39
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