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Visa
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Overview Fund Activity

3,746 hedge funds and large institutions have $407B invested in Visa in 2023 Q4 according to their latest regulatory filings, with 417 funds opening new positions, 1,515 increasing their positions, 1,438 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,746
Holders Change
+253
Holders Change %
+7.24%
% of All Funds
54.91%
Holding in Top 10
547
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+9.4%
% of All Funds
8.02%
New
417
Increased
1,515
Reduced
1,438
Closed
104
Calls
$4.52B
Puts
$4.04B
Net Calls
+$487M
Net Calls Change
-$677M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9B
2
State Street
State Street
Massachusetts
+$490M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$434M
4
BlackRock
BlackRock
New York
+$399M
5
Capital World Investors
Capital World Investors
California
+$345M

Top Sellers

1
CWM
CIBC World Markets
New York
-$666M
2
ESCM
Echo Street Capital Management
New York
-$599M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$501M
4
Goldman Sachs
Goldman Sachs
New York
-$464M
5
BI
BlueSpruce Investments
Illinois
-$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
1376
Napa Wealth Management
California
$5.61M +$5.61M +21,551 New
AUB
1377
Atlantic Union Bankshares
Virginia
$5.6M -$25K -96 -0.4%
SWM
1378
Sendero Wealth Management
Texas
$5.59M +$88.3K +339 +2%
WANY
1379
Wealthspire Advisors (New York)
New York
$5.59M +$761K +2,923 +16%
RWM
1380
RBA Wealth Management
California
$5.59M +$5.21K +20 +0.1%
SWM
1381
SFG Wealth Management
Maryland
$5.58M – – –
SWA
1382
SFMG Wealth Advisors
Texas
$5.58M +$137K +528 +3%
SCM
1383
Spring Capital Management
Texas
$5.57M -$115K -441 -2%
ECM
1384
Evergreen Capital Management
Washington
$5.54M +$390K +1,497 +8%
AC
1385
Arjuna Capital
North Carolina
$5.54M +$359K +1,377 +7%
BFA
1386
Benedict Financial Advisors
Georgia
$5.51M +$72.4K +278 +1%
KP
1387
Keel Point
Alabama
$5.51M -$13.5K -52 -0.2%
CNBTD
1388
Citizens National Bank Trust Department
Mississippi
$5.51M +$117K +450 +2%
FMTC
1389
Farmers & Merchants Trust Company
California
$5.5M +$194K +744 +4%
MSAM
1390
Moloney Securities Asset Management
Missouri
$5.49M +$68K +261 +1%
CWA
1391
Clarity Wealth Advisors
California
$5.49M -$3.91K -15 -0.1%
BGI
1392
BlueDrive Global Investors
United Kingdom
$5.46M +$5.46M +20,980 New
GWM
1393
Geneos Wealth Management
Colorado
$5.45M -$2.46M -9,435 -31%
CC
1394
Cannell & Co
New York
$5.45M +$106K +407 +2%
CANC
1395
Culbertson A N & Co
Virginia
$5.45M -$182K -700 -3%
BCM
1396
Barrier Capital Management
California
$5.44M -$702K -2,697 -11%
IWA
1397
Icon Wealth Advisors
Texas
$5.43M +$5.43M +20,871 New
WA1
1398
Wimmer Associates 1
California
$5.43M -$63.8K -245 -1%
SIAP
1399
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.42M -$94.5K -363 -2%
MCP
1400
Mirador Capital Partners
California
$5.42M -$59.9K -230 -1%
54 55
56
57 58