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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 %
Empower Advisory Group
1451
Empower Advisory Group
Colorado
$4.38M -$319K -1,385 -7%
LMIM
1452
Lockheed Martin Investment Management
Maryland
$4.37M -$735K -3,390 -14%
ACM
1453
Aljian Capital Management
Nevada
$4.36M +$6.9K +30 +0.2%
BST
1454
Bath Savings Trust
Maine
$4.33M -$17.9K -78 -0.4%
BCFS
1455
Butensky & Cohen Financial Security
Florida
$4.32M +$175K +763 +4%
TAM
1456
Trust Asset Management
Texas
$4.32M – – –
BIM
1457
Baldwin Investment Management
Pennsylvania
$4.31M -$86.3K -375 -2%
LMKC
1458
L.M. Kohn & Company
Ohio
$4.31M -$60.3K -262 -1%
RIG
1459
RiverFront Investment Group
Virginia
$4.3M +$403K +1,754 +10%
PVH
1460
Psagot Value Holdings
Israel
$4.29M -$286K -1,235 -6%
ACM
1461
Alpha Capital Management
Texas
$4.29M -$207K -902 -5%
IAS
1462
Insigneo Advisory Services
Florida
$4.29M +$60.3K +262 +1%
RIM
1463
Redwood Investment Management
Arizona
$4.28M +$3.11M +13,538 +268%
RWA
1464
Roberts Wealth Advisors
California
$4.27M +$57.6K +240 +1%
WANY
1465
Wealthspire Advisors (New York)
New York
$4.27M +$180K +782 +4%
DBT
1466
Dubuque Bank & Trust
Iowa
$4.24M -$45.8K -199 -1%
MLIC
1467
Mandatum Life Insurance Company
Finland
$4.23M – – –
BKA
1468
Brick & Kyle Associates
Pennsylvania
$4.2M -$328K -1,427 -7%
TVWM
1469
Tower View Wealth Management
Wisconsin
$4.19M -$22.5K -98 -0.5%
SFO
1470
Stokes Family Office
Louisiana
$4.18M +$77.1K +335 +2%
CCM
1471
Cox Capital Management
Massachusetts
$4.18M +$2.14M +9,285 +105%
CAM
1472
Centre Asset Management
New York
$4.17M -$144K -628 -3%
ISB
1473
Iowa State Bank
Iowa
$4.16M -$83.5K -363 -2%
FWM
1474
Fairhaven Wealth Management
Illinois
$4.16M +$28.8K +125 +0.7%
WG
1475
Watchman Group
Texas
$4.15M +$17.9K +78 +0.4%
57 58
59
60 61