V icon

Visa
V

Overview Fund Activity

3,746 hedge funds and large institutions have $407B invested in Visa in 2023 Q4 according to their latest regulatory filings, with 417 funds opening new positions, 1,515 increasing their positions, 1,438 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,746
Holders Change
+253
Holders Change %
+7.24%
% of All Funds
54.91%
Holding in Top 10
547
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+9.4%
% of All Funds
8.02%
New
417
Increased
1,515
Reduced
1,438
Closed
104
Calls
$4.52B
Puts
$4.04B
Net Calls
+$487M
Net Calls Change
-$677M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9B
2
State Street
State Street
Massachusetts
+$490M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$434M
4
BlackRock
BlackRock
New York
+$399M
5
Capital World Investors
Capital World Investors
California
+$345M

Top Sellers

1
CWM
CIBC World Markets
New York
-$666M
2
ESCM
Echo Street Capital Management
New York
-$599M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$501M
4
Goldman Sachs
Goldman Sachs
New York
-$464M
5
BI
BlueSpruce Investments
Illinois
-$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
1701
Sweet Financial Partners
Minnesota
$3.43M +$349K +1,339 +11%
AHIA
1702
Andrew Hill Investment Advisors
Florida
$3.43M +$3.43M +13,163 New
BJL
1703
Brighton Jones LLC
Washington
$3.42M +$245K +942 +8%
AWA
1704
Arkadios Wealth Advisors
Georgia
$3.42M +$209K +803 +7%
SW
1705
SteelPeak Wealth
California
$3.41M -$96.9K -372 -3%
CC
1706
Centiva Capital
New York
$3.4M -$5.95M -22,840 -64%
NF
1707
Nikulski Financial
Iowa
$3.4M +$31.2K +120 +0.9%
LFP
1708
Leeward Financial Partners
Washington
$3.4M +$45K +173 +1%
CAWM
1709
Capital Advisors Wealth Management
Washington
$3.39M +$44K +169 +1%
LC
1710
Lindbrook Capital
California
$3.39M +$400K +1,535 +13%
YDMI
1711
Y.D. More Investments
Israel
$3.38M +$284K +1,089 +9%
JWM
1712
Jackson Wealth Management
Florida
$3.38M +$86.7K +333 +3%
WSC
1713
Wellington Shields & Co
New York
$3.37M -$150K -575 -4%
WWM
1714
Wolff Wiese Magana
California
$3.37M -$328K -1,261 -9%
NG
1715
Norden Group
Utah
$3.36M -$372K -1,430 -10%
BP
1716
BBR Partners
New York
$3.36M +$28.6K +110 +0.9%
WI
1717
WBI Investments
New Jersey
$3.35M +$1.47M +5,636 +78%
FNBSF
1718
First National Bank Sioux Falls
South Dakota
$3.35M – – –
TA
1719
TFG Advisers
Michigan
$3.34M +$23.4K +90 +0.7%
CAM
1720
Cubic Asset Management
Massachusetts
$3.33M -$32.5K -125 -1%
RA
1721
RFG Advisory
Alabama
$3.33M +$137K +527 +4%
FFS
1722
Founders Financial Securities
Maryland
$3.32M +$214K +821 +7%
ABC
1723
Associated Banc-Corp
Wisconsin
$3.32M +$49.2K +189 +2%
CA
1724
Continuum Advisory
Idaho
$3.31M -$5.79M -22,238 -64%
VF
1725
Virtu Financial
New York
$3.3M +$3.3M +12,680 New
67 68
69
70 71