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 %
VMPIC
1351
Varma Mutual Pension Insurance Co
Finland
$5.06M -$22.5M -97,643 -82%
ITFISA
1352
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.06M -$144K -626 -3%
PB
1353
Pinnacle Bancorp
Nebraska
$5.05M -$189K -822 -4%
HH
1354
Hilltop Holdings
Texas
$5.05M +$2.01M +8,727 +66%
HWA
1355
Heritage Wealth Advisors
Virginia
$5.02M +$32.7K +142 +0.7%
SCM
1356
Spring Capital Management
Texas
$5.02M -$33.1K -144 -0.7%
NIM
1357
NEOS Investment Management
Connecticut
$5.01M +$5.01M +21,761 New
WSTAM
1358
Wilbanks Smith & Thomas Asset Management
Virginia
$5M +$296K +1,289 +6%
HKIM
1359
Hayek Kallen Investment Management
Alabama
$4.99M -$230 -1 -0%
CANC
1360
Culbertson A N & Co
Virginia
$4.97M +$21.4K +93 +0.4%
MWM
1361
Mission Wealth Management
California
$4.97M +$150K +654 +3%
AUB
1362
Atlantic Union Bankshares
Virginia
$4.97M -$70.2K -305 -1%
EWM
1363
Executive Wealth Management
Michigan
$4.96M +$493K +2,142 +11%
RWM
1364
RBA Wealth Management
California
$4.93M +$39.6K +172 +0.8%
SWM
1365
SFG Wealth Management
Maryland
$4.93M – – –
IWP
1366
Icon Wealth Partners
Texas
$4.92M -$650K -2,828 -12%
NFC
1367
Northeast Financial Consultants
Connecticut
$4.88M +$1.11M +4,809 +29%
KP
1368
Keel Point
Alabama
$4.88M -$130K -567 -3%
SIAP
1369
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.87M -$82.6K -359 -2%
SCM
1370
Saber Capital Management
North Carolina
$4.87M -$770K -3,348 -14%
B
1371
Bensler
Washington
$4.87M +$69.2K +301 +1%
SWM
1372
Sendero Wealth Management
Texas
$4.86M -$279K -1,212 -5%
OHWP
1373
Oak Harbor Wealth Partners
North Carolina
$4.86M +$18.4K +80 +0.4%
WA1
1374
Wimmer Associates 1
California
$4.85M -$70.8K -308 -1%
CWA
1375
Clarity Wealth Advisors
California
$4.85M +$75.2K +327 +2%
53 54
55
56 57