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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 %
AC
1651
AlphaCore Capital
California
$3.17M +$254K +1,106 +9%
SLWA
1652
San Luis Wealth Advisors
California
$3.16M -$504K -2,191 -14%
FFN
1653
Focus Financial Network
Minnesota
$3.16M +$92K +400 +3%
1SB
1654
1ST Source Bank
Indiana
$3.16M -$47.2K -205 -1%
BCM
1655
Buckhead Capital Management
Georgia
$3.16M -$4.57M -19,849 -59%
RFN
1656
RDA Financial Network
Iowa
$3.15M +$117K +508 +4%
CAC
1657
Certified Advisory Corp
Florida
$3.14M +$1.65M +15,102 +110%
ILI
1658
Invesco LLC (Illinois)
Illinois
$3.14M +$129K +563 +4%
RBA
1659
Richard Bernstein Advisors
New York
$3.14M – – –
SC
1660
Solstein Capital
California
$3.14M – – –
TCOK
1661
Trust Company of Kansas
Kansas
$3.13M +$39.3K +171 +1%
QCM
1662
Qsemble Capital Management
New York
$3.13M +$2.07M +9,000 +196%
CAG
1663
Csenge Advisory Group
Florida
$3.12M +$66.2K +288 +2%
GLA
1664
Good Life Advisors
Pennsylvania
$3.12M +$51.8K +225 +2%
AGA
1665
Accuvest Global Advisors
Utah
$3.12M +$4.37K +19 +0.1%
AIM
1666
Acropolis Investment Management
Missouri
$3.11M +$600K +2,607 +24%
UIA
1667
Ulland Investment Advisors
Minnesota
$3.11M -$103K -446 -3%
BCM
1668
Brasada Capital Management
Texas
$3.11M +$239K +1,025 +8%
WSC
1669
Wellington Shields & Co
New York
$3.11M -$14K -61 -0.4%
LFG
1670
Larson Financial Group
Missouri
$3.1M +$150K +650 +5%
SW
1671
SteelPeak Wealth
California
$3.1M -$105K -457 -3%
CWM
1672
Cornerstone Wealth Management
Missouri
$3.09M +$631K +2,742 +26%
NP
1673
NorthRock Partners
Minnesota
$3.09M +$1.08M +4,700 +54%
JHCP
1674
Jackson Hole Capital Partners
Oklahoma
$3.09M +$58K +252 +2%
SC
1675
Syon Capital
California
$3.08M +$3.08M +13,383 New
65 66
67
68 69