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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 %
IAIM
1476
International Assets Investment Management
Florida
$4.15M +$321K +2,092 +8%
SIAG
1477
Signet Investment Advisory Group
Rhode Island
$4.14M +$90.2K +392 +2%
AMBIA
1478
Allen Mooney & Barnes Investment Advisors
Georgia
$4.14M +$29K +126 +0.7%
SAG
1479
SageView Advisory Group
California
$4.12M +$278K +1,209 +7%
PFS
1480
Physicians Financial Services
North Carolina
$4.11M -$184K -800 -4%
QI
1481
Qtron Investments
Massachusetts
$4.11M – – –
CCFP
1482
Charles Carroll Financial Partners
Massachusetts
$4.11M +$46.2K +201 +1%
CCG
1483
Ceeto Capital Group
Florida
$4.1M +$34.5K +150 +0.8%
NC
1484
NBW Capital
Massachusetts
$4.09M -$10.4K -45 -0.3%
DPIM
1485
Duff & Phelps Investment Management
Illinois
$4.09M -$40.3K -175 -1%
SWM
1486
SeaCrest Wealth Management
New York
$4.08M +$18.4K +80 +0.5%
SIA
1487
SkyView Investment Advisors
New Jersey
$4.06M -$1.08M -4,684 -21%
JAG
1488
Journey Advisory Group
Kentucky
$4.06M +$14.5K +63 +0.4%
ICG
1489
InterOcean Capital Group
Tennessee
$4.06M +$42.3K +184 +1%
HDIM
1490
Hanson & Doremus Investment Management
Vermont
$4.06M +$211K +916 +5%
PA
1491
Prossimo Advisors
California
$4.05M -$40.3K -175 -1%
GP
1492
Greenline Partners
New York
$4.05M – – –
AWM
1493
Accurate Wealth Management
Florida
$4.04M +$1.1M +4,578 +38%
SW
1494
StrongBox Wealth
Missouri
$4.04M +$53.6K +233 +1%
BB
1495
Busey Bank
Illinois
$4.04M -$123K -533 -3%
FLI
1496
Family Legacy Inc
South Carolina
$4.03M +$12.9K +56 +0.3%
CSC
1497
Caldwell Sutter Capital
California
$4.02M -$162K -706 -4%
FAP
1498
Financial Advisory Partners
Florida
$4.02M -$40.9K -178 -1%
RCWM
1499
Royal Capital Wealth Management
Indiana
$4.02M +$5.75K +25 +0.1%
GFA
1500
Gifford Fong Associates
California
$4M – – –
58 59
60
61 62