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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 %
LOAMS
1426
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.5M +$333K +1,446 +8%
SI
1427
Shaker Investments
Ohio
$4.49M -$39.3K -171 -0.9%
ECM
1428
EagleClaw Capital Management
Massachusetts
$4.49M -$34.5K -150 -0.8%
KWM
1429
Keebeck Wealth Management
Illinois
$4.48M +$106K +460 +2%
ECM
1430
Exchange Capital Management
Michigan
$4.48M -$121K -526 -3%
BEC
1431
Blue Edge Capital
Virginia
$4.48M +$36.8K +160 +0.8%
SAM
1432
SP Asset Management
California
$4.48M +$30.6K +133 +0.7%
SBIA
1433
Sheaff Brock Investment Advisors
Indiana
$4.47M -$28.5K -124 -0.6%
CT
1434
Chicago Trust
Illinois
$4.46M +$89K +387 +2%
HAIM
1435
Hunter Associates Investment Management
Pennsylvania
$4.46M +$44.1K +191 +1%
MM
1436
Meridian Management
Arkansas
$4.46M +$36.6K +159 +0.8%
WPW
1437
Waldron Private Wealth
Pennsylvania
$4.46M -$68.3K -297 -2%
FHA
1438
First Horizon Advisors
Tennessee
$4.45M +$214K +932 +5%
PWS
1439
Peterson Wealth Services
Utah
$4.45M +$141K +615 +3%
SIS
1440
Strategic Investment Solutions
Illinois
$4.45M +$4.38M +18,240 +6,355%
EW
1441
Evoke Wealth
California
$4.45M -$160K -694 -3%
SF
1442
Summit Financial
New Jersey
$4.43M +$130K +566 +3%
GMA
1443
Glassy Mountain Advisors
Maryland
$4.42M +$238K +1,029 +6%
IUHSA
1444
Itau Unibanco Holding S.A.
Brazil
$4.41M +$4.1M +17,834 +1,335%
IRAG
1445
Investment Research & Advisory Group
Georgia
$4.4M +$460 +2 +0%
TL
1446
Tradewinds LLC
North Carolina
$4.4M +$37.7K +164 +0.9%
HWM
1447
Hohimer Wealth Management
Washington
$4.4M -$65.1K -283 -1%
Verition Fund Management
1448
Verition Fund Management
Connecticut
$4.39M +$3.5M +15,233 +394%
LSAG
1449
Lake Street Advisors Group
New Hampshire
$4.39M -$32.2K -140 -0.7%
HAS
1450
HBW Advisory Services
California
$4.38M -$680K -2,958 -13%
56 57
58
59 60