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Visa
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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 %
SIA
1751
Soltis Investment Advisors
Utah
$3.2M +$2.72M +10,443 +570%
BHB
1752
Bank Hapoalim BM
Israel
$3.19M -$129K -497 -4%
OWP
1753
Obermeyer Wealth Partners
Colorado
$3.19M +$247K +947 +8%
RCG
1754
Regatta Capital Group
California
$3.19M +$17.2K +66 +0.5%
TSWM
1755
Triangle Securities Wealth Management
North Carolina
$3.19M -$47.9K -184 -1%
WA
1756
Wealth Alliance
New York
$3.18M +$70K +269 +2%
PAA
1757
Peregrine Asset Advisers
Oregon
$3.18M +$2.08K +8 +0.1%
WHAM
1758
Windmill Hill Asset Management
United Kingdom
$3.17M – – –
CTC
1759
Cetera Trust Company
Minnesota
$3.17M +$3.17M +12,186 New
IAS
1760
IMA Advisory Services
Colorado
$3.17M -$225K -864 -7%
EBT
1761
Enterprise Bank & Trust
Massachusetts
$3.17M +$169K +648 +6%
RCAG
1762
Rehmann Capital Advisory Group
Michigan
$3.16M +$31.2K +120 +1%
WAS
1763
WESPAC Advisors SoCal
California
$3.16M -$131K -504 -4%
EP
1764
Edgestream Partners
New Jersey
$3.16M -$3.77M -14,494 -54%
SB
1765
Simmons Bank
Arkansas
$3.15M +$58.1K +223 +2%
HFRG
1766
Houlihan Financial Resource Group
Virginia
$3.15M +$45.3K +174 +1%
BOSSRA
1767
B.O.S.S. Retirement Advisors
Utah
$3.15M +$39.6K +152 +1%
APP
1768
Avantax Planning Partners
Iowa
$3.15M +$222K +851 +8%
WAP
1769
Wealthcare Advisory Partners
Pennsylvania
$3.13M +$203K +779 +7%
PTC
1770
Private Trust Company
Ohio
$3.12M -$781 -3 -0%
CIA
1771
Cohen Investment Advisors
New Hampshire
$3.12M +$46.1K +177 +1%
AIA
1772
Armor Investment Advisors
North Carolina
$3.12M -$117K -448 -4%
CC
1773
Cypress Capital
Tennessee
$3.1M +$7.55K +29 +0.2%
SCI
1774
Stableford Capital II
Arizona
$3.1M -$129K -487 -4%
GCM
1775
Gables Capital Management
Florida
$3.1M +$3.65K +14 +0.1%
69 70
71
72 73