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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 %
AF
1226
Arrow Financial
New York
$6.2M -$911K -3,962 -13%
CT
1227
Colonial Trust
South Carolina
$6.2M -$244K -1,059 -4%
CCMT
1228
CMT Capital Markets Trading
Germany
$6.19M +$5.69M +24,750 +1,151%
WI
1229
Wintrust Investments
Illinois
$6.18M -$591K -2,578 -9%
NS
1230
NBC Securities
Alabama
$6.18M +$6.18M +26,871 New
ECML
1231
Eagle Capital Management (Louisiana)
Louisiana
$6.18M -$102K -442 -2%
BCM
1232
Bancreek Capital Management
California
$6.16M -$687K -2,987 -10%
FFWA
1233
FRG Family Wealth Advisors
Washington
$6.16M -$77.1K -335 -1%
PRC
1234
Pearl River Capital
Michigan
$6.16M +$6.16M +26,774 New
CCM
1235
Condor Capital Management
New Jersey
$6.16M +$50.6K +220 +0.8%
MA
1236
Mezzasalma Advisors
New Jersey
$6.15M +$82.8K +360 +1%
SC
1237
Settian Capital
New York
$6.14M – – –
MKA
1238
M. Kulyk & Associates
Georgia
$6.14M +$2.07K +9 +0%
AI
1239
AXS Investments
New York
$6.14M -$1.09M -4,723 -15%
HTC
1240
Haverford Trust Company
Pennsylvania
$6.14M +$312K +1,355 +5%
IIM
1241
Ipswich Investment Management
Massachusetts
$6.13M +$46.7K +203 +0.8%
EP
1242
Edgestream Partners
New Jersey
$6.12M +$5.68M +24,696 +1,282%
LFM
1243
LGT Fund Management
Liechtenstein
$6.12M +$905K +3,915 +17%
DFA
1244
Delta Financial Advisors
Louisiana
$6.12M -$5.06K -22 -0.1%
CT
1245
Clearstead Trust
Maine
$6.1M +$37.7K +164 +0.6%
BP
1246
Ballentine Partners
Massachusetts
$6.08M +$543K +2,360 +10%
JAM
1247
JCIC Asset Management
Ontario, Canada
$6.08M -$170K -740 -3%
ERIC
1248
Eagle Rock Investment Company
Georgia
$6.06M +$122K +529 +2%
GIA
1249
Gladstone Institutional Advisory
Florida
$6.06M +$217K +945 +4%
SCM
1250
Sandler Capital Management
New York
$6.05M +$1.19M +5,160 +24%
48 49
50
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