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Visa
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Overview Fund Activity

3,746 hedge funds and large institutions have $407B invested in Visa in 2023 Q4 according to their latest regulatory filings, with 417 funds opening new positions, 1,515 increasing their positions, 1,438 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,746
Holders Change
+253
Holders Change %
+7.24%
% of All Funds
54.91%
Holding in Top 10
547
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+9.4%
% of All Funds
8.02%
New
417
Increased
1,515
Reduced
1,438
Closed
104
Calls
$4.52B
Puts
$4.04B
Net Calls
+$487M
Net Calls Change
-$677M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9B
2
State Street
State Street
Massachusetts
+$490M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$434M
4
BlackRock
BlackRock
New York
+$399M
5
Capital World Investors
Capital World Investors
California
+$345M

Top Sellers

1
CWM
CIBC World Markets
New York
-$666M
2
ESCM
Echo Street Capital Management
New York
-$599M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$501M
4
Goldman Sachs
Goldman Sachs
New York
-$464M
5
BI
BlueSpruce Investments
Illinois
-$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
1551
ROI Financial Advisors
Oregon
$4.35M +$4.35M +16,725 New
WIS
1552
Wright Investors Service
Connecticut
$4.34M +$184K +707 +4%
STA
1553
Summit Trail Advisors
New York
$4.34M -$128K -490 -3%
HIP
1554
Harrell Investment Partners
Texas
$4.31M +$105K +404 +2%
AWAU
1555
Alliance Wealth Advisors (Utah)
Utah
$4.31M +$38.3K +147 +0.9%
GWM
1556
Graybill Wealth Management
Illinois
$4.3M -$10.2K -39 -0.2%
SFS
1557
Strategic Financial Services
New York
$4.28M -$71.6K -275 -2%
HBT
1558
Hills Bank & Trust
Iowa
$4.28M -$2.34K -9 -0.1%
CDH
1559
Charles D. Hyman
$4.27M +$4.17K +16 +0.1%
LFG
1560
Larson Financial Group
Missouri
$4.26M +$750K +2,881 +21%
CCG
1561
Cloverfields Capital Group
Minnesota
$4.25M +$141K +542 +3%
ACM
1562
Accent Capital Management
Ohio
$4.25M +$4.25M +16,334 New
FIM
1563
Fernwood Investment Management
Massachusetts
$4.25M +$253 +1 +0%
SFG
1564
Sowa Financial Group
Rhode Island
$4.25M -$40.6K -156 -0.9%
IIA
1565
ICW Investment Advisors
Arizona
$4.25M +$9.89K +38 +0.2%
AAS
1566
Ameritas Advisory Services
Nebraska
$4.24M -$950K -3,561 -18%
MCCP
1567
Mission Creek Capital Partners
California
$4.24M -$91.9K -353 -2%
WR
1568
WD Rutherford
Oregon
$4.23M -$38K -140 -0.9%
EHC
1569
Everett Harris & Co
California
$4.23M -$260 -1 -0%
PP
1570
Pegasus Partners
Wisconsin
$4.22M +$168K +647 +4%
BFA
1571
Buttonwood Financial Advisors
Maryland
$4.21M -$109K -418 -3%
RA
1572
RiverPark Advisors
New York
$4.21M +$51K +196 +1%
SLWA
1573
San Luis Wealth Advisors
California
$4.21M +$631K +2,422 +18%
AWM
1574
Accurate Wealth Management
Florida
$4.19M -$233K -882 -5%
CB
1575
Cadence Bank
Mississippi
$4.19M -$18.5K -71 -0.4%
61 62
63
64 65