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Visa
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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 %
AAM
1151
Azzad Asset Management
Virginia
$7.97M +$66.4K +255 +0.8%
AFWM
1152
AMJ Financial Wealth Management
Virginia
$7.97M -$21.6K -83 -0.3%
AFA
1153
Abacus FCF Advisors
Florida
$7.94M +$4.05M +15,548 +104%
TCOO
1154
Trust Company of Oklahoma
Oklahoma
$7.93M -$237K -910 -3%
BP
1155
Ballentine Partners
Massachusetts
$7.93M +$1.04M +4,012 +15%
SFS
1156
Sowell Financial Services
Arkansas
$7.92M +$261K +1,002 +3%
KAM
1157
Knightsbridge Asset Management
California
$7.87M -$191K -734 -2%
WCM
1158
Whitener Capital Management
North Carolina
$7.87M -$152K -583 -2%
TP
1159
TenCore Partners
New York
$7.86M -$868K -3,335 -10%
CG
1160
CFO4Life Group
Texas
$7.86M -$116K -444 -1%
HCA
1161
Harbour Capital Advisors
Virginia
$7.85M +$11.6K +45 +0.1%
VIP
1162
Vantage Investment Partners
Missouri
$7.82M +$2.44M +9,366 +45%
CWM
1163
Concentric Wealth Management
California
$7.82M -$54.4K -209 -0.7%
BGC
1164
Blue Grotto Capital
Georgia
$7.81M +$7.81M +30,000 New
KCM
1165
Kingdon Capital Management
New York
$7.81M -$9.11M -35,000 -54%
GCM
1166
Graham Capital Management
Connecticut
$7.81M -$1.39M -5,343 -15%
MWM
1167
Marietta Wealth Management
Georgia
$7.76M +$1.3K +5 +0%
BMCM
1168
Bryn Mawr Capital Management
Pennsylvania
$7.76M +$478K +1,835 +7%
NCM
1169
Narwhal Capital Management
Georgia
$7.76M +$688K +2,643 +10%
CFGS
1170
Concourse Financial Group Securities
Alabama
$7.75M -$96.3K -370 -1%
ATPW
1171
Ashton Thomas Private Wealth
Arizona
$7.74M -$124K -478 -2%
CAM
1172
Cypress Asset Management
Texas
$7.74M -$50.8K -195 -0.7%
MBTD
1173
Mechanics Bank - Trust Department
California
$7.72M -$1,000K -3,840 -11%
NCM
1174
Noesis Capital Mangement
Florida
$7.72M -$95.8K -368 -1%
LSA
1175
L & S Advisors
California
$7.71M +$6.29M +24,172 +443%
45 46
47
48 49