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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 %
PTC
1751
Private Trust Company
Ohio
$2.76M +$339K +1,475 +14%
BOSSRA
1752
B.O.S.S. Retirement Advisors
Utah
$2.75M +$268K +1,166 +11%
WA
1753
Wealth Alliance
New York
$2.75M -$323K -1,404 -11%
FFS
1754
Founders Financial Securities
Maryland
$2.75M +$149K +649 +6%
GCM
1755
Gables Capital Management
Florida
$2.74M – – –
GSEP
1756
Golden State Equity Partners
California
$2.74M +$132K +575 +5%
SB
1757
Simmons Bank
Arkansas
$2.74M -$103K -446 -4%
CC
1758
Cypress Capital
Tennessee
$2.74M -$3.45K -15 -0.1%
TPM
1759
Triasima Portfolio Management
Quebec, Canada
$2.73M +$1.28M +5,575 +88%
YDMI
1760
Y.D. More Investments
Israel
$2.73M -$897K -3,902 -25%
NL
1761
Navalign LLC
California
$2.73M +$183K +794 +7%
KCG
1762
Kinsale Capital Group
Virginia
$2.73M +$768K +3,341 +39%
SFP
1763
Sweet Financial Partners
Minnesota
$2.72M +$77.5K +337 +3%
CIA
1764
Cohen Investment Advisors
New Hampshire
$2.72M -$136K -592 -5%
EAM
1765
EdenTree Asset Management
United Kingdom
$2.71M +$1.24M +5,400 +84%
OAC
1766
OMERS Administration Corp
Ontario, Canada
$2.71M -$5.82M -25,286 -68%
BAM
1767
Belpointe Asset Management
Nevada
$2.71M +$754K +3,276 +39%
T
1768
TCWP
Ohio
$2.71M +$1.38K +6 +0.1%
VSQM
1769
V-Square Quantitative Management
Illinois
$2.69M +$466K +2,027 +21%
VWA
1770
V Wealth Advisors
Kansas
$2.69M -$5.85M -25,449 -69%
KMWM
1771
Keudell/Morrison Wealth Management
Oregon
$2.69M -$19.8K -86 -0.7%
CNBT
1772
Canandaigua National Bank & Trust
New York
$2.68M -$82.8K -360 -3%
SWM
1773
Selective Wealth Management
Virginia
$2.66M -$187K -808 -7%
GCS
1774
Gordian Capital (Singapore)
Singapore
$2.66M +$883K +3,839 +50%
HA
1775
Harfst & Associates
Wyoming
$2.66M -$17K -74 -0.6%
69 70
71
72 73