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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 %
UCMOK
1401
United Capital Management of KS
Kansas
$4.67M -$29.2K -127 -0.6%
PP
1402
Pacifica Partners
Canada
$4.67M -$11K -47 -0.2%
LA
1403
LVW Advisors
New York
$4.64M -$345K -1,501 -7%
TCA
1404
Trifecta Capital Advisors
Illinois
$4.64M +$123K +536 +3%
JRP
1405
Jasper Ridge Partners
California
$4.64M – – –
CAC
1406
Core Alternative Capital
Georgia
$4.64M +$331K +1,439 +8%
GPTE
1407
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.63M – – –
MWM
1408
Madison Wealth Management
Ohio
$4.63M -$18.9K -82 -0.4%
WEG
1409
World Equity Group
Illinois
$4.62M -$106K -461 -2%
JC
1410
JB Capital
Connecticut
$4.6M -$1.34M -5,843 -23%
GCM
1411
Glynn Capital Management
California
$4.6M – – –
AI
1412
Atom Investors
Texas
$4.6M +$186K +808 +4%
CIP
1413
Chartwell Investment Partners
Pennsylvania
$4.59M -$77K -335 -2%
SG Americas Securities
1414
SG Americas Securities
New York
$4.59M +$3.88M +16,880 +550%
AC
1415
Arjuna Capital
North Carolina
$4.58M +$49.7K +216 +1%
FMN
1416
Financial Management Network
California
$4.58M -$31.9K -138 -0.7%
FNBOMD
1417
First National Bank of Mount Dora
Florida
$4.57M -$51.1K -222 -1%
RMCM
1418
Reynders McVeigh Capital Management
Massachusetts
$4.57M -$64.6K -281 -1%
ECM
1419
Evergreen Capital Management
Washington
$4.55M +$57.7K +251 +1%
AAS
1420
Ameritas Advisory Services
Nebraska
$4.55M +$2.51M +10,732 +123%
CSA
1421
Cottage Street Advisors
Massachusetts
$4.55M +$45.1K +196 +1%
WDA
1422
Wendell David Associates
New Hampshire
$4.54M +$243K +1,055 +6%
CL
1423
Choreo LLC
Illinois
$4.53M +$52K +226 +1%
TFA
1424
Teamwork Financial Advisors
Texas
$4.52M -$47.8K -208 -1%
DI
1425
Diligent Investors
California
$4.52M -$1.51M -6,573 -25%
55 56
57
58 59