V icon

Visa
V

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 %
CA
1501
Cornerstone Advisory
Maryland
$4M +$22.5K +98 +0.6%
JIP
1502
Jaffetilchin Investment Partners
Florida
$3.99M +$56.1K +244 +1%
CI
1503
Cigna Investments
Connecticut
$3.99M -$526K -2,286 -12%
NB
1504
NBT Bank
New York
$3.98M +$388K +1,686 +11%
CIM
1505
Corbyn Investment Management
Maryland
$3.98M -$335K -1,458 -8%
RCA
1506
Resonant Capital Advisors
Wisconsin
$3.97M +$7.36K +32 +0.2%
VWM
1507
Venturi Wealth Management
Texas
$3.97M -$57.5K -250 -1%
HCM
1508
Highview Capital Management
Illinois
$3.97M -$11.3K -49 -0.3%
CFS
1509
CRA Financial Services
New Jersey
$3.97M +$230 +1 +0%
STAS
1510
Strong Tower Advisory Services
Minnesota
$3.96M +$27.8K +121 +0.7%
SH
1511
SeaTown Holdings
Singapore
$3.96M -$3.95M -17,181 -50%
ECAM
1512
East Coast Asset Management
Massachusetts
$3.96M -$6.67K -29 -0.2%
CC
1513
Codex Capital
New York
$3.96M – – –
STA
1514
Summit Trail Advisors
New York
$3.95M -$103K -446 -3%
CCM
1515
CAAS Capital Management
New York
$3.93M +$3.93M +17,100 New
PT
1516
Plimoth Trust
Massachusetts
$3.93M +$127K +550 +3%
CWS
1517
Confluence Wealth Services
Pennsylvania
$3.93M +$330K +1,436 +9%
WBC
1518
West Branch Capital
Massachusetts
$3.92M -$13.1K -57 -0.3%
FMB
1519
Field & Main Bank
Kentucky
$3.91M +$108K +471 +3%
ACP
1520
Aviance Capital Partners
Florida
$3.89M -$281K -1,223 -7%
LSPW
1521
Lake Street Private Wealth
Illinois
$3.88M +$16.2K +70 +0.4%
SEEDPG
1522
S.E.E.D. Planning Group
New York
$3.88M -$301K -1,308 -7%
OAM
1523
Oak Asset Management
California
$3.88M -$4.6K -20 -0.1%
AFC
1524
AFT Forsyth & Company
Florida
$3.87M +$69K +300 +2%
OLA
1525
Oliver Luxxe Assets
New Jersey
$3.87M -$3.45K -15 -0.1%
59 60
61
62 63