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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 %
SIC
1851
SJS Investment Consulting
Ohio
$2.34M +$1.61K +7 +0.1%
PH
1852
Pinnacle Holdings
Oklahoma
$2.34M -$242K -1,053 -9%
FWA
1853
FSM Wealth Advisors
Ohio
$2.33M -$37K -161 -2%
SPWG
1854
Syntegra Private Wealth Group
Missouri
$2.33M -$137K -596 -6%
ECG
1855
Edge Capital Group
Georgia
$2.33M -$1.38M -6,015 -37%
SHFA
1856
SS&H Financial Advisors
Michigan
$2.33M +$2.33M +10,125 New
NHC
1857
Nicholas Hoffman & Company
Georgia
$2.33M +$26.2K +114 +1%
GTAM
1858
Global Trust Asset Management
Florida
$2.32M +$690 +3 +0%
GWANC
1859
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.32M +$248K +1,080 +12%
TWM
1860
Tolleson Wealth Management
Texas
$2.31M -$454K -1,972 -16%
TCPG
1861
Trivant Custom Portfolio Group
California
$2.31M +$7.59K +33 +0.3%
1W
1862
1776 Wealth
Georgia
$2.31M +$10.1K +44 +0.4%
AF
1863
Ally Financial
Michigan
$2.3M – – –
SCA
1864
Sander Capital Advisors
Washington
$2.3M – – –
HFM
1865
Harvest Fund Management
China
$2.29M -$1.38K -6 -0.1%
SMC
1866
Smith, Moore & Co
Missouri
$2.29M -$23.5K -102 -1%
PWMAG
1867
Pinnacle Wealth Management Advisory Group
New Jersey
$2.28M -$17.3K -75 -0.7%
SMA
1868
Sage Mountain Advisors
Georgia
$2.28M +$152K +660 +7%
HCM
1869
Hall Capital Management
Rhode Island
$2.28M +$174K +756 +8%
PFGIA
1870
Patriot Financial Group Insurance Agency
Massachusetts
$2.27M +$173K +751 +8%
RAM
1871
Ramirez Asset Management
New York
$2.26M +$2.26M +9,845 New
CPRC
1872
Consolidated Portfolio Review Corp
New York
$2.26M +$916K +3,982 +68%
DIP
1873
DT Investment Partners
Pennsylvania
$2.26M +$1.11M +4,846 +98%
RC
1874
RDST Capital
Washington
$2.25M -$162K -705 -7%
MFGM
1875
Marshall Financial Group (Maryland)
Maryland
$2.25M -$5.52K -24 -0.2%
73 74
75
76 77