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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 %
EWM
1801
Evermay Wealth Management
Virginia
$2.95M +$83.3K +320 +3%
LA
1802
LM Advisors
California
$2.95M +$2.95M +11,341 New
GJWM
1803
Gilliland Jeter Wealth Management
Arkansas
$2.94M +$2.94M +11,293 New
SP
1804
Symmetry Partners
Connecticut
$2.94M -$495K -1,902 -14%
BAM
1805
Belpointe Asset Management
Nevada
$2.94M -$128K -492 -4%
SIC
1806
Sterling Investment Counsel
New York
$2.93M -$40.4K -155 -1%
MCA
1807
Martin Capital Advisors
Texas
$2.92M +$5.47K +21 +0.2%
AWM
1808
Avior Wealth Management
Nebraska
$2.91M -$21.1K -81 -0.7%
RPCONE
1809
Retirement Planning Company of New England
Rhode Island
$2.91M +$255K +978 +10%
CFMC
1810
Curbstone Financial Management Corp
New Hampshire
$2.91M -$3.12K -12 -0.1%
Optiver Holding
1811
Optiver Holding
Netherlands
$2.9M -$15.4M -59,084 -84%
PFGIA
1812
Patriot Financial Group Insurance Agency
Massachusetts
$2.9M +$333K +1,278 +13%
TGAM
1813
TBH Global Asset Management
Tennessee
$2.89M -$873K -3,355 -23%
HCA
1814
Horan Capital Advisors
Ohio
$2.89M -$33.3K -128 -1%
C
1815
Certuity
Florida
$2.88M +$420K +1,613 +17%
TC
1816
Tsai Capital
New York
$2.88M -$125K -479 -4%
CPW
1817
Cove Private Wealth
New York
$2.88M +$2.88M +11,050 New
CV
1818
Counterweight Ventures
North Carolina
$2.88M +$2.88M +11,047 New
PPC
1819
Park Place Capital
Alabama
$2.87M -$279K -1,070 -9%
SFA
1820
Semmax Financial Advisors
North Carolina
$2.87M +$193K +700 +7%
CWAG
1821
Compton Wealth Advisory Group
Virginia
$2.87M +$78.1K +300 +3%
MAM
1822
Mystic Asset Management
Rhode Island
$2.86M +$104K +401 +4%
CIC
1823
Cornercap Investment Counsel
Georgia
$2.86M +$12.8K +49 +0.4%
PPWP
1824
Premier Path Wealth Partners
New Jersey
$2.86M +$2.86M +11,080 New
GAG
1825
GM Advisory Group
New York
$2.85M +$29.7K +114 +1%
71 72
73
74 75