V icon

Visa
V

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 %
CI
1026
CX Institutional
Indiana
$8.93M -$1.89M -8,229 -17%
PJSIMP
1027
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.92M -$19.4K -83 -0.2%
LS
1028
Livforsakringsbolaget Skandia
Sweden
$8.91M -$391K -1,700 -4%
ANBT
1029
American National Bank & Trust
Texas
$8.9M -$371K -1,615 -4%
Acadian Asset Management
1030
Acadian Asset Management
Massachusetts
$8.89M -$3.29M -14,322 -27%
AG
1031
Ascent Group
Virginia
$8.88M -$454K -1,880 -5%
PA
1032
Perennial Advisors
New York
$8.85M +$230 +1 +0%
FHA
1033
Flagship Harbor Advisors
Massachusetts
$8.84M +$63.3K +275 +0.7%
SNB
1034
Security National Bank
Nebraska
$8.83M -$117K -507 -1%
AAMA
1035
Advanced Asset Management Advisors
Ohio
$8.81M – – –
NIM
1036
Nicollet Investment Management
Minnesota
$8.81M -$23.7K -103 -0.3%
VF
1037
Vest Financial
Virginia
$8.8M +$3.55M +15,445 +68%
GI
1038
GAMCO Investors
Connecticut
$8.78M -$5.17M -22,481 -37%
CHCM
1039
Columbus Hill Capital Management
New Jersey
$8.78M – – –
PWP
1040
Principle Wealth Partners
Connecticut
$8.76M -$81.7K -355 -0.9%
TS
1041
Tamar Securities
California
$8.75M +$8.75M +38,032 New
MOS
1042
MGO One Seven
Ohio
$8.73M +$1.68M +7,325 +24%
P2P
1043
Phase 2 Partners
California
$8.7M +$8.7M +37,830 New
JPWM
1044
Jamison Private Wealth Management
Georgia
$8.67M +$8.67M +37,682 New
CA
1045
Claar Advisors
New York
$8.65M – – –
MIA
1046
MMBG Investment Advisors
Florida
$8.64M -$1.71M -7,430 -17%
FA
1047
Fagan Associates
New York
$8.64M +$39.1K +170 +0.5%
PVI
1048
Pine Valley Investments
New Jersey
$8.62M +$809K +3,516 +10%
BL
1049
Balentine LLC
Georgia
$8.57M -$19.3K -84 -0.2%
M
1050
MOTCO
Texas
$8.56M -$185K -806 -2%
40 41
42
43 44