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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 %
RC
1101
Roundview Capital
New Jersey
$7.79M +$340K +1,478 +5%
FB
1102
Fulton Bank
Pennsylvania
$7.77M +$7.13K +31 +0.1%
NP
1103
Nilsine Partners
Colorado
$7.76M +$118K +513 +2%
XI
1104
XXEC Inc
Oklahoma
$7.75M -$364K -1,582 -4%
SFA
1105
Sequoia Financial Advisors
Ohio
$7.73M +$183K +796 +2%
IWA
1106
IBEX Wealth Advisors
New Jersey
$7.72M +$7.72M +33,580 New
TP
1107
TenCore Partners
New York
$7.71M -$1.23M -5,334 -14%
MBTD
1108
Mechanics Bank - Trust Department
California
$7.71M -$47.4K -206 -0.6%
HCM
1109
Hilton Capital Management
New York
$7.68M +$7.43M +32,302 +2,934%
CWG
1110
Cornerstone Wealth Group
North Carolina
$7.62M -$196K -854 -3%
RPC
1111
Rossmore Private Capital
Connecticut
$7.57M -$14.7K -64 -0.2%
DAS
1112
Dynamic Advisor Solutions
Arizona
$7.56M +$560K +2,434 +8%
FIA
1113
Foundations Investment Advisors
Arizona
$7.56M +$1.09M +4,737 +17%
ALAM
1114
Asahi Life Asset Management
Japan
$7.55M +$29K +126 +0.4%
MG
1115
Mather Group
Illinois
$7.54M +$675K +2,936 +10%
TFS
1116
Thoroughbred Financial Services
Tennessee
$7.53M +$2.48M +10,792 +49%
MFG
1117
Merit Financial Group
Georgia
$7.52M +$697K +3,032 +10%
SGA
1118
Strategic Global Advisors
California
$7.51M -$377K -1,640 -5%
DCM
1119
Donaldson Capital Management
Indiana
$7.5M -$30.6K -133 -0.4%
NCM
1120
Novare Capital Management
North Carolina
$7.5M -$246K -1,071 -3%
PTC
1121
Philadelphia Trust Company
Pennsylvania
$7.42M -$3.05M -13,266 -29%
NFG
1122
Nations Financial Group
Iowa
$7.38M -$381K -1,656 -5%
PCTC
1123
Perkins Coie Trust Company
Washington
$7.36M -$230K -1,001 -3%
KHLMTHM
1124
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.35M – – –
GIA
1125
GHP Investment Advisors
Colorado
$7.33M +$281K +1,183 +4%
43 44
45
46 47