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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 %
CWP
1076
CFM Wealth Partners
Texas
$8.14M +$768K +3,338 +10%
GCM
1077
Graham Capital Management
Connecticut
$8.13M -$4.34M -18,851 -35%
WWM
1078
Western Wealth Management
Colorado
$8.12M +$385K +1,674 +5%
OCAM
1079
Onex Canada Asset Management
Ontario, Canada
$8.11M -$1.4M -6,078 -15%
CCWM
1080
Cassaday & Co Wealth Management
Virginia
$8.1M -$47.6K -207 -0.6%
PCM
1081
Pointe Capital Management
Michigan
$8.09M +$20.7K +9 +0.3%
GCM
1082
Genus Capital Management
British Columbia, Canada
$8.07M +$3.33M +14,467 +70%
ACM
1083
Aquatic Capital Management
Illinois
$8.05M +$161K +700 +2%
SC
1084
Savant Capital
Illinois
$8.04M +$1.61K +7 +0%
AP
1085
Americana Partners
Texas
$8.04M +$3.71M +16,060 +86%
RSWM
1086
Robertson Stephens Wealth Management
California
$8.03M +$122K +531 +2%
WC
1087
Woodstock Corp
Massachusetts
$8.03M +$67.4K +293 +0.8%
WA
1088
Wealth Advisors
California
$8.02M +$12.4K +54 +0.2%
JCM
1089
Jacobi Capital Management
Pennsylvania
$7.96M -$15.4K -67 -0.2%
PWG
1090
Portside Wealth Group
Utah
$7.96M +$187K +814 +2%
GW
1091
GW & Wade
Massachusetts
$7.94M +$1.71M +7,447 +27%
MIA
1092
MainStreet Investment Advisors
Illinois
$7.92M -$97.5K -424 -1%
CPIH
1093
Consolidated Press International Holdings
Australia
$7.87M +$3.99M +17,335 +103%
NG
1094
NWK Group
California
$7.86M +$79.6K +346 +1%
TYCC
1095
Texas Yale Capital Corp
Florida
$7.85M -$39.1K -170 -0.5%
SLI
1096
Sumitomo Life Insurance
Japan
$7.85M +$89K +387 +1%
CT
1097
Coastline Trust
Rhode Island
$7.84M -$62.8K -273 -0.8%
FNBOO
1098
First National Bank of Omaha
Nebraska
$7.83M -$515K -2,237 -6%
AA
1099
Ancora Advisors
Ohio
$7.83M +$105K +456 +1%
BCM
1100
Barometer Capital Management
Ontario, Canada
$7.82M +$482K +2,101 +7%
42 43
44
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