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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 %
AWA
1401
Arete Wealth Advisors
Illinois
$5.4M +$5.4M +20,754 New
TCA
1402
Trifecta Capital Advisors
Illinois
$5.4M +$148K +570 +3%
OHWP
1403
Oak Harbor Wealth Partners
North Carolina
$5.4M -$99.7K -383 -2%
IAS
1404
Insigneo Advisory Services
Florida
$5.4M +$544K +2,091 +11%
AWM
1405
Avitas Wealth Management
California
$5.39M +$95.3K +366 +2%
EAM
1406
EFG Asset Management
Oregon
$5.39M +$2.12M +8,150 +65%
HVP
1407
Hudson Value Partners
Florida
$5.38M +$77.6K +298 +1%
FFA
1408
First Foundation Advisors
California
$5.37M -$2.59M -9,955 -33%
SF
1409
Summit Financial
New Jersey
$5.34M +$330K +1,269 +7%
CW
1410
CreativeOne Wealth
Kansas
$5.34M +$1.3K +5 +0%
UCMOK
1411
United Capital Management of KS
Kansas
$5.34M +$51K +196 +1%
PP
1412
Pacifica Partners
Canada
$5.33M +$235K +924 +5%
TLP
1413
Trinity Legacy Partners
Texas
$5.32M -$39.3K -151 -0.7%
CAM
1414
Carret Asset Management
New York
$5.32M +$3.91K +15 +0.1%
MM
1415
Meridian Management
Arkansas
$5.3M -$55.8K -202 -1%
BDL
1416
Bey-Douglas LLC
Georgia
$5.3M +$5.3M +20,346 New
GI
1417
GLOBALT Investments
Georgia
$5.27M +$5.27M +20,237 New
SAM
1418
SP Asset Management
California
$5.27M +$199K +765 +4%
CW
1419
CIC Wealth
Maryland
$5.25M -$181K -696 -3%
JRP
1420
Jasper Ridge Partners
California
$5.25M – – –
HAM
1421
Harmony Asset Management
Arizona
$5.25M +$5.25M +20,162 New
GPTE
1422
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.24M – – –
ECM
1423
EagleClaw Capital Management
Massachusetts
$5.24M +$156K +600 +3%
HWA
1424
Heritage Wealth Advisors
Virginia
$5.23M -$462K -1,774 -8%
WAS
1425
Winch Advisory Services
Wisconsin
$5.22M -$104K -400 -2%
55 56
57
58 59