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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 %
1IA
1676
1834 Investment Advisors
Wisconsin
$3.08M +$29.4K +128 +1%
SIP
1677
Stoneridge Investment Partners
Pennsylvania
$3.07M -$124K -540 -4%
PWPS
1678
Pinnacle Wealth Planning Services
Ohio
$3.06M -$100K -436 -3%
IGM
1679
Incline Global Management
New York
$3.06M -$7M -30,412 -70%
TWM
1680
TriaGen Wealth Management
California
$3.06M -$24.4K -106 -0.8%
MF
1681
Manchester Financial
California
$3.05M -$78.9K -343 -3%
SEC
1682
Seven Eight Capital
New York
$3.04M +$968K +4,210 +47%
AIM
1683
AMI Investment Management
Indiana
$3.04M -$112K -488 -4%
SP
1684
Symmetry Partners
Connecticut
$3.03M +$566K +2,459 +23%
IEFM
1685
IQ EQ Fund Management
Ireland
$3.03M -$137K -594 -4%
LHC
1686
Little House Capital
Massachusetts
$3.02M -$15.2K -66 -0.5%
KFP
1687
KMG Fiduciary Partners
Ohio
$3.01M +$82.8K +360 +3%
GKFF
1688
George Kaiser Family Foundation
Oklahoma
$3.01M – – –
CA
1689
Continuum Advisory
Idaho
$3M +$24.7K +288 +0.8%
TA
1690
Tiedemann Advisors
New York
$3M -$4.84K -21 -0.2%
IAS
1691
IMA Advisory Services
Colorado
$3M -$25.3K -110 -0.8%
SWM
1692
Sugarloaf Wealth Management
Georgia
$2.98M -$199K -864 -6%
MMG
1693
Monetary Management Group
Missouri
$2.98M -$587K -2,550 -16%
NF
1694
Nikulski Financial
Iowa
$2.97M +$115K +499 +4%
CAM
1695
Cubic Asset Management
Massachusetts
$2.97M -$78.2K -340 -3%
GCM
1696
Geneva Capital Management
Wisconsin
$2.97M -$83K -361 -3%
KFP
1697
KB Financial Partners
New Jersey
$2.96M +$12.9K +56 +0.4%
LFP
1698
Leeward Financial Partners
Washington
$2.96M +$313K +1,361 +12%
BCM
1699
BlueCrest Capital Management
Jersey
$2.96M +$1.81M +7,864 +157%
CAWM
1700
Capital Advisors Wealth Management
Washington
$2.96M +$47.4K +206 +2%
66 67
68
69 70