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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 %
CCT
1251
Capital City Trust
Florida
$6.04M +$24.6K +107 +0.4%
ADL
1252
Asset Dedication LLC
California
$6.02M +$31.3K +136 +0.5%
PL
1253
Parkwood LLC
Ohio
$6.01M +$1.25M +5,440 +26%
DJSG
1254
D.J. St. Germain
Massachusetts
$6M -$28.5K -124 -0.5%
CHAM
1255
Clear Harbor Asset Management
Connecticut
$5.97M +$65.6K +285 +1%
Capstone Investment Advisors
1256
Capstone Investment Advisors
New York
$5.97M +$5.92M +25,739 +11,647%
HWA
1257
HCR Wealth Advisors
California
$5.95M -$838K -3,642 -12%
PCP
1258
Proficio Capital Partners
Massachusetts
$5.94M +$46.5K +202 +0.8%
SB
1259
Strategic Blueprint
Georgia
$5.94M +$291K +1,266 +5%
CIA
1260
Capital Investment Advisors
Georgia
$5.94M +$410K +1,782 +7%
RDWM
1261
Red Door Wealth Management
Tennessee
$5.93M -$730K -3,172 -11%
HSA
1262
HBK Sorce Advisory
Pennsylvania
$5.93M +$32.4K +141 +0.6%
SIM
1263
Stratos Investment Management
Ohio
$5.89M +$293K +1,272 +5%
HCM
1264
Harvey Capital Management
Florida
$5.88M – – –
VAS
1265
Valicenti Advisory Services
New York
$5.87M +$163K +708 +3%
TIP
1266
Torray Investment Partners
Maryland
$5.84M -$268K -1,163 -4%
HW
1267
Hedeker Wealth
Illinois
$5.79M -$401K -1,745 -6%
MGAM
1268
McGowan Group Asset Management
Texas
$5.77M +$55.4K +241 +1%
SIA
1269
Schechter Investment Advisors
Michigan
$5.77M +$285K +1,240 +5%
MIC
1270
Means Investment Company
Maine
$5.76M -$435K -1,893 -7%
GAAM
1271
Guinness Atkinson Asset Management
California
$5.76M – – –
RA
1272
Rovida Advisors
Florida
$5.75M – – –
CLCM
1273
Center Lake Capital Management
Florida
$5.75M – – –
ISL
1274
Ingalls & Snyder LLC
New York
$5.75M -$200K -870 -3%
ORAM
1275
One River Asset Management
Connecticut
$5.74M +$5.46M +23,616 +1,955%
49 50
51
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