V icon

Visa
V

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 %
GWM
1276
GDS Wealth Management
Texas
$5.73M +$700K +3,045 +14%
IWM
1277
IHT Wealth Management
Illinois
$5.73M -$123K -533 -2%
AWP
1278
Ascent Wealth Partners
New York
$5.72M -$36.3K -158 -0.6%
SCM
1279
Sitrin Capital Management
California
$5.71M -$673K -2,928 -11%
TSW
1280
Thompson Siegel & Walmsley
Virginia
$5.71M +$2.3M +10,000 +68%
TPA
1281
Trivium Point Advisory
Connecticut
$5.7M +$686 +3 +0%
BCA
1282
Bray Capital Advisors
Florida
$5.7M – – –
DEA
1283
DoubleLine ETF Adviser
Florida
$5.69M +$278K +1,208 +5%
IB
1284
Intrust Bank
Kansas
$5.67M +$16.8K +73 +0.3%
BC
1285
Bartlett & Co
Ohio
$5.66M +$467K +2,029 +9%
BCWM
1286
Bartlett & Co Wealth Management
Ohio
$5.66M +$467K +2,029 +9%
ACA
1287
Atlas Capital Advisors
Wyoming
$5.65M -$46K -200 -0.8%
LG
1288
Leuthold Group
Minnesota
$5.64M -$105K -456 -2%
SC
1289
Searle & Co
Connecticut
$5.64M – – –
UF
1290
Univest Financial
Pennsylvania
$5.62M -$112K -488 -2%
KJHP
1291
K.J. Harrison & Partners
Ontario, Canada
$5.6M +$707K +3,075 +14%
SWS
1292
SYSTM Wealth Solutions
Illinois
$5.59M -$135K -585 -2%
FAIM
1293
Financial Advocates Investment Management
Washington
$5.59M -$53.4K -232 -0.9%
CIA
1294
Choate Investment Advisors
Massachusetts
$5.59M +$1.83M +7,961 +49%
IAN
1295
Integrated Advisors Network
Texas
$5.59M -$112K -489 -2%
GI
1296
GS Investments
Minnesota
$5.59M -$51.5K -224 -0.9%
KIA
1297
Knollwood Investment Advisory
Maryland
$5.58M – – –
PGAM
1298
Princeton Global Asset Management
New Jersey
$5.58M +$449K +1,954 +9%
HIC
1299
Hartline Investment Corp
Illinois
$5.58M +$538K +2,341 +11%
VLC
1300
Van Leeuwen & Company
New Jersey
$5.56M +$1.84K +8 +0%
50 51
52
53 54