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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 %
UAM
1526
Unison Asset Management
Florida
$3.87M +$47.2K +205 +1%
CWM
1527
Centric Wealth Management
Illinois
$3.86M +$105K +457 +3%
QCG
1528
Quadrant Capital Group
Ohio
$3.86M +$247K +1,075 +7%
MAS
1529
Meeder Advisory Services
Ohio
$3.86M -$720K -3,131 -16%
FIM
1530
Fernwood Investment Management
Massachusetts
$3.85M -$21.8K -95 -0.6%
SFS
1531
Strategic Financial Services
New York
$3.85M -$38.2K -166 -1%
WGCA
1532
Wolf Group Capital Advisors
Virginia
$3.84M -$121K -526 -3%
MCCP
1533
Mission Creek Capital Partners
California
$3.82M -$4.83K -21 -0.1%
BFA
1534
Buttonwood Financial Advisors
Maryland
$3.82M +$215K +933 +6%
KTM
1535
Keeler Thomas Management
Utah
$3.81M +$1.09M +4,572 +40%
GWM
1536
Graybill Wealth Management
Illinois
$3.81M -$4.6K -20 -0.1%
FCM
1537
Fairbanks Capital Management
California
$3.8M -$240K -1,044 -6%
WPC
1538
White Pine Capital
Minnesota
$3.8M -$207K -900 -5%
SFG
1539
Sowa Financial Group
Rhode Island
$3.79M -$67.6K -294 -2%
HBT
1540
Hills Bank & Trust
Iowa
$3.79M -$230 -1 -0%
CAAS
1541
Capital Asset Advisory Services
Michigan
$3.78M +$226K +959 +6%
AWAU
1542
Alliance Wealth Advisors (Utah)
Utah
$3.77M +$136K +590 +4%
CDH
1543
Charles D. Hyman
$3.77M +$9.66K +42 +0.3%
BPCA
1544
Bank Pictet & Cie (Asia)
Singapore
$3.77M +$188K +817 +5%
IIA
1545
ICW Investment Advisors
Arizona
$3.74M +$55.2K +240 +1%
EHC
1546
Everett Harris & Co
California
$3.74M -$49.9K -217 -1%
IBOK
1547
Independence Bank of Kentucky
Kentucky
$3.74M +$13.1K +57 +0.4%
HIP
1548
Harrell Investment Partners
Texas
$3.74M +$106K +458 +3%
CB
1549
Cadence Bank
Mississippi
$3.72M -$23.9K -104 -0.6%
WP
1550
WealthSource Partners
California
$3.71M -$22.5K -98 -0.6%
60 61
62
63 64