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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 %
AFA
1601
Abacus FCF Advisors
Florida
$3.44M +$983K +4,275 +40%
CCIA
1602
Cherry Creek Investment Advisors
Colorado
$3.44M -$15.9K -69 -0.5%
MHS
1603
M Holdings Securities
Oregon
$3.44M +$1.97M +8,573 +134%
AFP
1604
Ausdal Financial Partners
Iowa
$3.43M -$3.22K -14 -0.1%
BOS
1605
Bank of Stockton
California
$3.42M +$1.16K +5 +0%
CCB
1606
Country Club Bank
Missouri
$3.41M -$32K -138 -0.9%
ISWM
1607
Independent Solutions Wealth Management
New York
$3.4M -$361K -1,571 -10%
ESB
1608
Essex Savings Bank
Connecticut
$3.4M +$2.76K +12 +0.1%
CICI
1609
Capital Investment Counsel Inc
North Carolina
$3.4M – – –
AHB
1610
Abner Herrman & Brock
New Jersey
$3.39M +$230 +1 +0%
RF
1611
Robbins Farley
New Hampshire
$3.38M +$309K +1,344 +10%
NWM
1612
Northcape Wealth Management
New York
$3.38M -$4.14K -18 -0.1%
MIC
1613
MU Investments Company
Japan
$3.36M -$23.2K -100 -0.7%
WA
1614
Waverly Advisors
Alabama
$3.35M +$171K +744 +5%
DP
1615
Dearborn Partners
Illinois
$3.34M +$8.51K +37 +0.3%
PWMG
1616
Prestige Wealth Management Group
New Jersey
$3.34M +$960K +4,172 +40%
NCGI
1617
Next Century Growth Investors
Minnesota
$3.34M – – –
BFG
1618
Beacon Financial Group
Texas
$3.34M -$56K -228 -2%
TGAM
1619
TBH Global Asset Management
Tennessee
$3.33M +$20.9K +91 +0.6%
NL
1620
NVWM LLC
Pennsylvania
$3.32M -$1.84K -8 -0.1%
ST
1621
Sabal Trust
Florida
$3.32M +$172K +748 +5%
LBWM
1622
Left Brain Wealth Management
Illinois
$3.32M -$12.7K -55 -0.4%
HCM
1623
Hollencrest Capital Management
California
$3.31M +$12K +52 +0.4%
AWM
1624
Aries Wealth Management
Maine
$3.31M +$58.6K +244 +2%
MYIA
1625
Mount Yale Investment Advisors
Colorado
$3.3M -$69.5K -302 -2%
63 64
65
66 67