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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 %
WPC
1726
Wedmont Private Capital
Pennsylvania
$2.84M +$260K +1,111 +10%
PGIM
1727
Pacific Global Investment Management
California
$2.84M -$29.7K -129 -1%
VIA
1728
Vickerman Investment Advisors
Washington
$2.84M +$181K +788 +7%
MAWCM
1729
Mine & Arao Wealth Creation & Management
California
$2.84M +$138K +601 +5%
AWA
1730
Arkadios Wealth Advisors
Georgia
$2.84M +$297K +1,292 +12%
JFL
1731
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.84M -$259K -1,126 -8%
CB
1732
Community Bank
New York
$2.83M +$43.7K +190 +2%
SCI
1733
Stableford Capital II
Arizona
$2.83M -$42.1K -182 -1%
CCA
1734
Catalyst Capital Advisors
New York
$2.82M +$2.52M +10,945 +835%
RA
1735
RFG Advisory
Alabama
$2.82M +$889K +3,863 +46%
BJL
1736
Brighton Jones LLC
Washington
$2.81M -$189K -822 -6%
CGA
1737
Channing Global Advisors
Florida
$2.81M +$111K +484 +4%
PAA
1738
Peregrine Asset Advisers
Oregon
$2.81M +$2.81M +12,197 New
WHAM
1739
Windmill Hill Asset Management
United Kingdom
$2.8M -$389K -1,690 -12%
DSC
1740
Duncker Streett & Co
Missouri
$2.8M +$3.91K +17 +0.1%
RCG
1741
Regatta Capital Group
California
$2.8M -$75.7K -329 -3%
OAM
1742
Occidental Asset Management
California
$2.79M +$36.1K +157 +1%
BHWM
1743
Bar Harbor Wealth Management
New Hampshire
$2.79M -$334K -1,453 -11%
BWAM
1744
Boyd Watterson Asset Management
Ohio
$2.79M -$9.43K -41 -0.3%
PPC
1745
Park Place Capital
Alabama
$2.79M -$351K -1,528 -11%
AWM
1746
Ameliora Wealth Management
Switzerland
$2.78M +$43.9K +191 +2%
FFM
1747
Forum Financial Management
Illinois
$2.78M +$47.8K +208 +2%
HFRG
1748
Houlihan Financial Resource Group
Virginia
$2.78M -$83.5M -359,467 -97%
BSB
1749
Bangor Savings Bank
Maine
$2.77M -$51.1K -222 -2%
RCAG
1750
Rehmann Capital Advisory Group
Michigan
$2.77M -$83.3K -362 -3%
68 69
70
71 72