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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 %
FI
1201
Firetrail Investments
Australia
$7.34M +$7.34M +26,805 New
CHAM
1202
Clear Harbor Asset Management
Connecticut
$7.33M +$567K +2,178 +8%
NIM
1203
NEOS Investment Management
Connecticut
$7.3M +$1.64M +6,288 +29%
CA
1204
Cullinan Associates
Kentucky
$7.3M +$78.1K +300 +1%
MNBTD
1205
Moody National Bank Trust Division
Texas
$7.3M -$4.14M -15,907 -36%
CWM
1206
CMH Wealth Management
New Hampshire
$7.29M +$132K +507 +2%
MGIA
1207
Moneta Group Investment Advisors
Missouri
$7.28M +$46.3K +178 +0.6%
CCA
1208
Covey Capital Advisors
Georgia
$7.28M – – –
TH
1209
TCTC Holdings
Texas
$7.27M +$12.2K +47 +0.2%
BCM
1210
Brookstone Capital Management
Illinois
$7.26M +$42.2K +162 +0.6%
SW
1211
SlateStone Wealth
Florida
$7.25M +$137K +526 +2%
RFWA
1212
RPg Family Wealth Advisory
Massachusetts
$7.23M -$408K -1,569 -5%
BWS
1213
Buck Wealth Strategies
Colorado
$7.23M +$1.11M +4,247 +18%
BB
1214
Berkshire Bank
Massachusetts
$7.22M -$152K -583 -2%
GIM
1215
Goelzer Investment Management
Indiana
$7.21M -$171K -657 -2%
PIM
1216
Platinum Investment Management
Australia
$7.21M +$7.21M +27,693 New
M
1217
Mirova
France
$7.21M – – –
EWM
1218
Empirical Wealth Management
Washington
$7.19M -$89K -342 -1%
SSA
1219
Sierra Summit Advisors
Nevada
$7.19M +$7.19M +27,603 New
HTC
1220
Haverford Trust Company
Pennsylvania
$7.17M +$228K +874 +3%
RDWM
1221
Red Door Wealth Management
Tennessee
$7.15M +$433K +1,664 +6%
IB
1222
Iyo Bank
Japan
$7.12M – – –
NS
1223
NBC Securities
Alabama
$7.1M +$100K +386 +1%
BFM
1224
Boothbay Fund Management
New York
$7.08M +$6.66M +25,578 +1,582%
LWMM
1225
Legacy Wealth Management (Mississippi)
Mississippi
$7.07M -$112K -430 -2%
47 48
49
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