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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 %
MCP
1376
Mirador Capital Partners
California
$4.84M +$460 +2 +0%
TH
1377
Team Hewins
California
$4.83M +$4.83M +21,008 New
OCM
1378
Olstein Capital Management
New York
$4.83M -$805K -3,500 -14%
CMTU
1379
Capital Markets Trading (UK)
United Kingdom
$4.81M +$4.81M +20,927 New
BFA
1380
Benedict Financial Advisors
Georgia
$4.81M +$147K +640 +3%
SWA
1381
SFMG Wealth Advisors
Texas
$4.81M +$192K +833 +4%
CW
1382
CIC Wealth
Maryland
$4.8M -$62.1K -270 -1%
MSAM
1383
Moloney Securities Asset Management
Missouri
$4.79M -$37.5K -163 -0.8%
CNBTD
1384
Citizens National Bank Trust Department
Mississippi
$4.77M -$66.2K -288 -1%
VIP
1385
Vantage Investment Partners
Missouri
$4.76M +$487K +2,119 +11%
MMA
1386
Miracle Mile Advisors
California
$4.75M -$11.3K -49 -0.2%
CCP
1387
Clough Capital Partners
Massachusetts
$4.75M -$472K -2,050 -9%
KCPG
1388
Kavar Capital Partners Group
Kansas
$4.74M +$9.2K +40 +0.2%
TLP
1389
Trinity Legacy Partners
Texas
$4.74M -$658K -2,859 -12%
AAM
1390
Alphadyne Asset Management
New York
$4.73M +$4.2M +18,260 +792%
CC
1391
Cannell & Co
New York
$4.72M -$23.7K -103 -0.5%
CW
1392
CreativeOne Wealth
Kansas
$4.72M +$125K +542 +3%
ETC
1393
Exchange Traded Concepts
Oklahoma
$4.71M +$2.76M +11,996 +141%
LC
1394
Legacy CG
Texas
$4.71M +$470K +2,044 +11%
WAS
1395
Winch Advisory Services
Wisconsin
$4.71M -$61.9K -269 -1%
CAM
1396
Carret Asset Management
New York
$4.69M – – –
FMTC
1397
Farmers & Merchants Trust Company
California
$4.69M -$167K -725 -3%
HVP
1398
Hudson Value Partners
Florida
$4.68M +$239K +1,040 +5%
AWM
1399
Avitas Wealth Management
California
$4.68M -$62.8K -273 -1%
RAM
1400
Redmond Asset Management
Virginia
$4.67M -$175K -760 -4%
54 55
56
57 58