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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 %
LAM
1801
Lynch Asset Management
Pennsylvania
$2.58M – – –
CFMC
1802
Curbstone Financial Management Corp
New Hampshire
$2.57M +$23K +100 +0.9%
WP
1803
WealthPLAN Partners
Nebraska
$2.57M +$1.18M +5,142 +85%
FGP
1804
Foyston, Gordon, & Payne
Ontario, Canada
$2.56M +$298K +1,295 +13%
BFS
1805
Bard Financial Services
Connecticut
$2.55M +$1.15K +5 +0%
PFBT
1806
Parkside Financial Bank & Trust
Missouri
$2.54M +$75.7K +329 +3%
FFA
1807
Farther Finance Advisors
California
$2.54M +$819K +3,563 +48%
EWM
1808
Evermay Wealth Management
Virginia
$2.54M -$38.2K -166 -1%
PCS
1809
Personal CFO Solutions
New Jersey
$2.53M -$12K -52 -0.5%
FCP
1810
Fidelis Capital Partners
Florida
$2.52M +$272K +1,183 +12%
MC
1811
Martin & Co
Tennessee
$2.52M +$57.3K +249 +2%
BIA
1812
Benchmark Investment Advisors
Illinois
$2.52M +$20.7K +90 +0.8%
CIC
1813
Cornercap Investment Counsel
Georgia
$2.52M +$35.2K +153 +1%
CWM
1814
Cordatus Wealth Management
Pennsylvania
$2.51M -$41.6K -181 -2%
KGC
1815
Kennon-Green & Company
Ohio
$2.51M +$15.2K +66 +0.6%
GAG
1816
GM Advisory Group
New York
$2.5M +$66K +287 +3%
GPA
1817
Garrison Point Advisors
California
$2.49M – – –
TCM
1818
Teza Capital Management
Illinois
$2.49M +$304K +1,323 +14%
SSI
1819
Scott & Selber Inc
Texas
$2.48M -$5.29K -23 -0.2%
BCP
1820
Blackhawk Capital Partners
Wisconsin
$2.48M -$88.3K -384 -3%
LFA
1821
Legacy Financial Advisors
Kentucky
$2.47M +$313K +1,360 +15%
MFA
1822
Mayflower Financial Advisors
Massachusetts
$2.46M +$66.2K +288 +3%
CWAG
1823
Compton Wealth Advisory Group
Virginia
$2.46M -$13.8K -60 -0.6%
ICM
1824
IMS Capital Management
Oregon
$2.46M -$19.3K -84 -0.8%
LWM
1825
Ledge Wealth Management
Minnesota
$2.46M +$1.1M +4,793 +81%
71 72
73
74 75