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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 %
BFG
1001
Bleakley Financial Group
New Jersey
$9.34M -$746K -3,244 -7%
SMI
1002
Shelter Mutual Insurance
Missouri
$9.34M -$2M -8,700 -18%
BWM
1003
Bulltick Wealth Management
Florida
$9.33M -$386K -1,680 -4%
LT
1004
Legacy Trust
Michigan
$9.32M +$112K +485 +1%
AssetMark Inc
1005
AssetMark Inc
California
$9.28M +$1.3M +5,642 +16%
KAS
1006
Kemnay Advisory Services
New York
$9.27M +$791K +3,439 +9%
HT
1007
Heritage Trust
Oklahoma
$9.25M -$104K -454 -1%
SC
1008
Sepio Capital
Utah
$9.24M -$1.3M -5,661 -12%
HWAM
1009
Hennion & Walsh Asset Management
New Jersey
$9.24M +$87.4K +380 +1%
CF
1010
Clarity Financial
Texas
$9.22M +$8.98M +39,051 +3,762%
CAM
1011
Clark Asset Management
New Hampshire
$9.22M +$41.2K +179 +0.4%
SPC
1012
Stony Point Capital
New York
$9.21M +$109K +474 +1%
RIG
1013
Renaissance Investment Group
Massachusetts
$9.18M -$97.1K -422 -1%
TCM
1014
Traynor Capital Management
Pennsylvania
$9.15M +$85.3K +371 +0.9%
VCM
1015
Vision Capital Management
Oregon
$9.15M -$114K -496 -1%
CM
1016
Capital Management
Virginia
$9.13M -$177K -771 -2%
BMM
1017
Buffington Mohr McNeal
Idaho
$9.12M -$10.1K -44 -0.1%
JFG
1018
Jefferies Financial Group
New York
$9.11M +$8.4M +36,524 +1,188%
CCM
1019
Consolidated Capital Management
California
$9.08M -$158K -688 -2%
VCA
1020
Verdence Capital Advisors
Maryland
$9.03M +$1.66M +7,222 +23%
HIA
1021
Harbor Investment Advisory
Maryland
$9.02M -$316K -1,372 -3%
GLR
1022
Great Lakes Retirement
Ohio
$9.02M +$509K +2,213 +6%
LW
1023
Linscomb Wealth
Texas
$9.01M -$305K -1,328 -3%
WI
1024
Wafra Inc
New York
$8.98M -$23.4M -101,726 -72%
SWIG
1025
Strategic Wealth Investment Group
Kentucky
$8.96M +$1.06M +4,595 +13%
39 40
41
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