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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 %
LWM
1776
Laidlaw Wealth Management
New York
$2.66M -$2.08M -9,045 -44%
TC
1777
Tsai Capital
New York
$2.66M +$12.2K +53 +0.5%
EWA
1778
EverSource Wealth Advisors
Alabama
$2.65M -$9.43K -41 -0.4%
CH
1779
Canton Hathaway
Rhode Island
$2.65M +$161K +700 +6%
EBT
1780
Enterprise Bank & Trust
Massachusetts
$2.65M -$12K -52 -0.4%
MW
1781
Marcum Wealth
Ohio
$2.65M +$555K +2,413 +27%
PI
1782
PFG Investments
New York
$2.64M +$228K +990 +9%
LC
1783
Lindbrook Capital
California
$2.64M -$465K -2,020 -15%
EHWM
1784
Eads & Heald Wealth Management
Georgia
$2.64M -$82.3K -358 -3%
WP
1785
WealthShield Partners
North Carolina
$2.63M -$449K -1,953 -15%
SIC
1786
Sterling Investment Counsel
New York
$2.63M +$19.6K +85 +0.7%
AIS
1787
American Investment Services
Massachusetts
$2.62M -$63.5K -276 -2%
OWP
1788
Obermeyer Wealth Partners
Colorado
$2.6M +$165K +717 +7%
XT
1789
XTX Topco
Cayman Islands
$2.6M +$2.6M +11,304 New
GSWM
1790
Greenup Street Wealth Management
Michigan
$2.6M +$317K +1,378 +14%
VFA
1791
Voya Financial Advisors
Connecticut
$2.59M +$76.2K +329 +3%
APP
1792
Avantax Planning Partners
Iowa
$2.59M +$68.1K +296 +3%
UAS
1793
United Asset Strategies
New York
$2.59M +$81.2K +353 +3%
AWM
1794
Avior Wealth Management
Nebraska
$2.59M -$24.6K -107 -0.9%
WAP
1795
Wealthcare Advisory Partners
Pennsylvania
$2.59M -$43.7K -190 -2%
MBT
1796
Montecito Bank & Trust
California
$2.58M – – –
HCA
1797
Horan Capital Advisors
Ohio
$2.58M +$291K +1,265 +13%
OCA
1798
Otter Creek Advisors
Florida
$2.58M +$1.04M +4,500 +67%
1WA
1799
180 Wealth Advisors
Washington
$2.58M +$98.2K +427 +4%
MCA
1800
Martin Capital Advisors
Texas
$2.58M +$8.97K +39 +0.3%
70 71
72
73 74