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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 %
MCC
1826
Malaga Cove Capital
California
$2.46M -$35.9K -156 -1%
GA
1827
Geller Advisors
New York
$2.46M -$32K -139 -1%
NL
1828
NWAM LLC
Washington
$2.45M +$192K +835 +9%
RIA
1829
Richwood Investment Advisors
Ohio
$2.45M -$20K -87 -0.8%
AOWM
1830
Alpha Omega Wealth Management
Virginia
$2.45M -$35.4K -154 -1%
RCA
1831
Riverview Capital Advisers
Massachusetts
$2.45M – – –
MAM
1832
Mystic Asset Management
Rhode Island
$2.44M -$46.7K -203 -2%
SCP
1833
Shorepoint Capital Partners
Massachusetts
$2.44M +$75K +326 +3%
APWM
1834
Atlas Private Wealth Management
New York
$2.42M +$84.9K +369 +4%
RMAM
1835
Raab & Moskowitz Asset Management
New Jersey
$2.42M -$51.1K -222 -2%
ANB
1836
Amarillo National Bank
Texas
$2.41M – – –
CWM
1837
Connecticut Wealth Management
Connecticut
$2.41M +$865K +3,762 +56%
PCMK
1838
Paragon Capital Management (Kansas)
Kansas
$2.39M -$29K -126 -1%
SPFA
1839
Summit Place Financial Advisors
New Jersey
$2.39M -$182K -790 -7%
DL
1840
DOHJ LLC
Washington
$2.39M +$63.1K +273 +3%
WCM
1841
Washburn Capital Management
Florida
$2.39M -$3.68K -16 -0.2%
CRWM
1842
Castle Rock Wealth Management
California
$2.38M +$28.9K +123 +1%
PAMG
1843
Patton Albertson Miller Group
Tennessee
$2.38M -$74.3K -323 -3%
SFA
1844
Semmax Financial Advisors
North Carolina
$2.37M +$2.37M +9,685 New
BW
1845
Bison Wealth
Georgia
$2.37M -$5.75K -25 -0.2%
SAA
1846
Southeast Asset Advisors
Georgia
$2.36M +$9.43K +41 +0.4%
ATWA
1847
Arbor Trust Wealth Advisors
Michigan
$2.36M +$32.2K +140 +1%
IP
1848
Intellectus Partners
California
$2.35M +$345K +1,500 +17%
WI
1849
WrapManager Inc
California
$2.34M -$31.1K -135 -1%
RPCONE
1850
Retirement Planning Company of New England
Rhode Island
$2.34M +$344K +1,497 +17%
72 73
74
75 76