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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 %
FNBSF
1701
First National Bank Sioux Falls
South Dakota
$2.96M – – –
TCOT
1702
Trust Company of Toledo
Ohio
$2.95M +$652K +2,833 +28%
GCIM
1703
Gunn & Company Investment Management
Florida
$2.95M +$2.95M +12,829 New
LAIC
1704
Lederer & Associates Investment Counsel
California
$2.95M -$19.6K -85 -0.7%
BP
1705
BBR Partners
New York
$2.94M +$2.99K +13 +0.1%
BHB
1706
Bank Hapoalim BM
Israel
$2.94M -$347K -1,509 -11%
PCG
1707
Prosperity Consulting Group
Maryland
$2.93M +$213K +924 +8%
TA
1708
TFG Advisers
Michigan
$2.93M +$205K +892 +8%
RWB
1709
RMR Wealth Builders
New Jersey
$2.93M +$480K +2,085 +20%
IFPG
1710
Intrepid Financial Planning Group
Indiana
$2.92M -$106K -460 -3%
KWA
1711
KCS Wealth Advisory
California
$2.92M -$386K -1,677 -12%
WAS
1712
WESPAC Advisors SoCal
California
$2.91M -$2.3K -10 -0.1%
JWM
1713
Jackson Wealth Management
Florida
$2.91M +$71.8K +312 +3%
AP
1714
Arlington Partners
Alabama
$2.9M -$675K -2,934 -19%
AT
1715
Arlington Trust
Alabama
$2.9M +$2.9M +12,588 New
AO
1716
Advisor OS
Illinois
$2.9M +$95.7K +416 +3%
TW
1717
TrinityPoint Wealth
Connecticut
$2.89M +$73.8K +321 +3%
ABC
1718
Associated Banc-Corp
Wisconsin
$2.89M -$5.98K -26 -0.2%
AIC
1719
Argus Investors Counsel
New York
$2.89M -$7.82K -34 -0.3%
Jacobs Levy Equity Management
1720
Jacobs Levy Equity Management
New Jersey
$2.88M +$2.66M +11,564 +1,188%
EAM
1721
EFG Asset Management
Oregon
$2.88M +$418K +1,817 +17%
CG
1722
Cutler Group
California
$2.87M +$43.7K +190 +2%
TSWM
1723
Triangle Securities Wealth Management
North Carolina
$2.86M -$230 -1 -0%
AIA
1724
Armor Investment Advisors
North Carolina
$2.86M +$82.1K +357 +3%
DWM
1725
Darwin Wealth Management
Florida
$2.86M +$93.6K +407 +3%
67 68
69
70 71