V icon

Visa
V

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 %
CIA
951
Concurrent Investment Advisors
Florida
$11.8M +$11.8M +45,307 New
CAL
952
Capital Analysts LLC
Pennsylvania
$11.7M +$227K +871 +2%
SWIG
953
Strategic Wealth Investment Group
Kentucky
$11.7M +$1.59M +6,091 +16%
BAM
954
Bell Asset Management
Australia
$11.7M -$31K -119 -0.3%
SAM
955
Sompo Asset Management
Japan
$11.7M +$2.31M +8,870 +25%
CNB
956
Camden National Bank
Maine
$11.7M -$298K -1,145 -2%
BCMO
957
Buckingham Capital Management (Ohio)
Ohio
$11.6M -$1.37M -5,270 -11%
CG
958
Caprock Group
Idaho
$11.6M +$185K +709 +2%
CM
959
Churchill Management
California
$11.6M +$113K +435 +1%
BL
960
Balentine LLC
Georgia
$11.6M +$1.9M +7,288 +20%
NIG
961
NFJ Investment Group
Texas
$11.5M – – –
ZIM
962
Zacks Investment Management
Illinois
$11.5M -$341K -1,310 -3%
WP
963
WMS Partners
Maryland
$11.5M -$667K -2,563 -5%
OCM
964
One Capital Management
California
$11.4M -$319K -1,227 -3%
EF
965
Empirical Finance
Pennsylvania
$11.4M +$193K +742 +2%
BFG
966
Bleakley Financial Group
New Jersey
$11.4M +$828K +3,182 +8%
PVI
967
Pine Valley Investments
New Jersey
$11.4M +$1.64M +6,318 +17%
ECM
968
Everence Capital Management
Indiana
$11.4M -$1.07M -4,120 -9%
YC
969
Yarbrough Capital
Tennessee
$11.4M – – –
TIM
970
Tikehau Investment Management
France
$11.4M -$1.85M -7,119 -14%
PCA
971
Pallas Capital Advisors
Massachusetts
$11.4M -$19K -73 -0.2%
VCA
972
Verdence Capital Advisors
Maryland
$11.3M +$1.12M +4,294 +11%
MA
973
Mutual Advisors
Nebraska
$11.3M +$137K +525 +1%
BIC
974
Beach Investment Counsel
Pennsylvania
$11.3M -$58.1K -223 -0.5%
BFC
975
Blue Fin Capital
Rhode Island
$11.3M +$579K +2,225 +5%
37 38
39
40 41