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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 %
CWM
1576
Connecticut Wealth Management
Connecticut
$4.19M +$1.47M +5,635 +54%
NIMI
1577
Natixis Investment Managers International
France
$4.18M -$18.2K -70 -0.4%
ETCM
1578
Evolutionary Tree Capital Management
Virginia
$4.17M +$61.7K +237 +2%
CAM
1579
Centre Asset Management
New York
$4.17M -$547K -2,100 -12%
ANTB
1580
AMG National Trust Bank
Colorado
$4.17M +$79.4K +305 +2%
CCA
1581
Checchi Capital Advisers
California
$4.16M +$54.9K +211 +1%
FAP
1582
Financial Advisory Partners
Florida
$4.16M -$389K -1,495 -9%
MCM
1583
MV Capital Management
Maryland
$4.15M +$56.2K +216 +1%
GL
1584
Graypoint LLC
New York
$4.14M +$415K +1,593 +11%
VIA
1585
Vickerman Investment Advisors
Washington
$4.14M +$922K +3,541 +29%
RCA
1586
Resonant Capital Advisors
Wisconsin
$4.13M -$368K -1,413 -8%
NCGI
1587
Next Century Growth Investors
Minnesota
$4.12M +$342K +1,314 +9%
KCG
1588
Kinsale Capital Group
Virginia
$4.12M +$1.03M +3,968 +33%
WGCA
1589
Wolf Group Capital Advisors
Virginia
$4.12M +$157K +659 +4%
SCM
1590
Seascape Capital Management
New Hampshire
$4.12M +$38K +146 +0.9%
WKWM
1591
Walter & Keenan Wealth Management
Indiana
$4.12M +$42.7K +164 +1%
ICG
1592
InterOcean Capital Group
Tennessee
$4.12M -$479K -1,841 -10%
WP
1593
WealthSource Partners
California
$4.11M -$91.6K -352 -2%
ESB
1594
Essex Savings Bank
Connecticut
$4.09M +$238K +916 +6%
HIS
1595
Horizon Investment Services
Indiana
$4.07M +$101K +388 +3%
LS
1596
Leelyn Smith
Illinois
$4.07M +$54.9K +211 +1%
SSWM
1597
Strait & Sound Wealth Management
California
$4.07M +$3.73K +14 +0.1%
CIM
1598
Corbyn Investment Management
Maryland
$4.06M -$438K -1,683 -10%
PS
1599
Pensionfund Sabic
Netherlands
$4.06M – – –
ISWM
1600
Independent Solutions Wealth Management
New York
$4.05M +$196K +751 +5%
62 63
64
65 66