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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 %
NG
1626
Norden Group
Utah
$3.3M +$3.3M +14,342 New
LAS
1627
Lloyd Advisory Services
Georgia
$3.3M +$3.3M +14,342 New
GL
1628
Graypoint LLC
New York
$3.29M +$362K +1,576 +12%
FMTCOCP
1629
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.29M +$22.3K +97 +0.7%
CIAS
1630
Capital Investment Advisory Services
North Carolina
$3.28M +$136K +590 +4%
HI
1631
Harbour Investments
Wisconsin
$3.27M -$37K -161 -1%
FM
1632
Freemont Management
Switzerland
$3.27M -$552K -2,400 -14%
DGAM
1633
Desjardins Global Asset Management
Quebec, Canada
$3.27M +$267K +1,163 +9%
EM
1634
Excalibur Management
Massachusetts
$3.27M +$42.1K +183 +1%
FRA
1635
Front Row Advisors
California
$3.27M +$460 +2 +0%
WWM
1636
Wolff Wiese Magana
California
$3.26M +$82.6K +359 +3%
ACM
1637
Alcosta Capital Management
California
$3.26M +$10.4K +45 +0.3%
NCM
1638
Northside Capital Management
Oregon
$3.25M +$230 +1 +0%
BG
1639
Bollard Group
Massachusetts
$3.24M -$395K -1,718 -11%
SFS
1640
Stiles Financial Services
Minnesota
$3.23M -$20.2K -88 -0.6%
Gates Foundation Trust
1641
Gates Foundation Trust
Washington
$3.22M +$3.22M +14,000 New
CSPIA
1642
Cary Street Partners Investment Advisory
Virginia
$3.22M +$777K +3,379 +32%
IFWM
1643
Institute for Wealth Management
Colorado
$3.22M +$72.5K +315 +2%
MFG
1644
Magnus Financial Group
New York
$3.21M +$88.1K +383 +3%
TW
1645
Transform Wealth
Colorado
$3.21M -$3.18M -13,827 -50%
NHT
1646
New Hampshire Trust
New Hampshire
$3.21M +$61.2K +266 +2%
GBT
1647
Grove Bank & Trust
Florida
$3.2M +$324K +1,407 +11%
SFG
1648
SevenBridge Financial Group
Pennsylvania
$3.19M +$299K +1,299 +10%
PCM
1649
Prelude Capital Management
New York
$3.19M +$115K +502 +4%
PCMC
1650
Private Capital Management (Colorado)
Colorado
$3.19M +$652K +2,833 +26%
64 65
66
67 68