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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 %
FGA
1301
Fortis Group Advisors
New Jersey
$5.56M -$37.2K -165 -0.7%
WA
1302
WP Advisors
California
$5.56M -$33.6K -146 -0.6%
GCM
1303
Gladius Capital Management
Illinois
$5.55M +$5.37M +23,364 +3,082%
FM
1304
Family Management
New York
$5.54M -$51.1K -222 -0.9%
BCFD
1305
Boit C.F. David
$5.53M – – –
WG
1306
Welch Group
Alabama
$5.53M +$112K +485 +2%
CIC
1307
Chase Investment Counsel
Virginia
$5.49M +$74.3K +323 +1%
SIA
1308
Sage Investment Advisers
New York
$5.48M -$57K -248 -1%
LOPW
1309
Live Oak Private Wealth
North Carolina
$5.47M +$111K +483 +2%
SFP
1310
Shepherd Financial Partners
Massachusetts
$5.47M +$66K +287 +1%
CCT
1311
Chemung Canal Trust
New York
$5.46M -$22.8K -99 -0.4%
PA
1312
PFG Advisors
Arizona
$5.44M -$1.03M -4,489 -16%
S
1313
SimplyRich
California
$5.44M – – –
BCM
1314
Barrier Capital Management
California
$5.43M +$5.43M +23,597 New
JSC
1315
Jackson Square Capital
California
$5.41M +$138K +601 +3%
BFW
1316
Brady Family Wealth
Missouri
$5.41M +$48.1K +209 +0.9%
BWS
1317
Buck Wealth Strategies
Colorado
$5.41M +$122K +529 +2%
FFAM
1318
Forge First Asset Management
Canada
$5.38M – – –
PM
1319
Phraction Management
Connecticut
$5.36M +$13.8K +60 +0.3%
CG
1320
Cynosure Group
Utah
$5.36M -$2.41M -10,469 -31%
MWA
1321
Meridian Wealth Advisors
Texas
$5.36M +$82.3K +358 +2%
BZWA
1322
Blue Zone Wealth Advisors
California
$5.35M -$88.1K -383 -2%
CP
1323
CenterBook Partners
Connecticut
$5.35M -$3.45M -15,017 -39%
MCM
1324
McDonough Capital Management
Florida
$5.34M +$25.3K +110 +0.5%
SVCP
1325
Silicon Valley Capital Partners
California
$5.32M +$1.45M +6,324 +38%
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