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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 %
AAP
1876
Arax Advisory Partners
Colorado
$2.25M +$895K +3,890 +66%
RCM
1877
Radnor Capital Management
Pennsylvania
$2.24M +$46K +200 +2%
ACL
1878
Applied Capital LLC
Florida
$2.24M -$25.3K -110 -1%
FWM
1879
ForthRight Wealth Management
Georgia
$2.24M – – –
PWM
1880
Palumbo Wealth Management
New York
$2.24M +$1.17M +5,081 +109%
RCIM
1881
Red Cedar Investment Management
Michigan
$2.24M +$1.09M +4,753 +96%
HAC
1882
Harbor Advisory Corp
New Hampshire
$2.24M -$40.7K -177 -2%
MAM
1883
MWA Asset Management
Massachusetts
$2.23M +$2.23M +9,710 New
TSWM
1884
Tyler-Stone Wealth Management
Ohio
$2.23M +$17.7K +77 +0.8%
TWM
1885
Thrive Wealth Management
Pennsylvania
$2.22M -$28.3K -123 -1%
GWSG
1886
GPS Wealth Strategies Group
Colorado
$2.22M -$130K -566 -6%
EWG
1887
Executive Wealth Group
Washington
$2.22M +$460 +2 +0%
AA
1888
Altman Advisors
Illinois
$2.21M +$2.21M +9,627 New
ACG
1889
Allen Capital Group
Nebraska
$2.21M -$7.63K -33 -0.3%
MFG
1890
MidWestOne Financial Group
Iowa
$2.21M -$158K -687 -7%
VCM
1891
Vetamer Capital Management
California
$2.21M +$144K +625 +7%
Koshinski Asset Management
1892
Koshinski Asset Management
Illinois
$2.2M -$224K -976 -9%
EWM
1893
Evergreen Wealth Management
Michigan
$2.2M +$29.2K +127 +1%
TGCMU
1894
Titan Global Capital Management USA
New York
$2.2M -$57.7K -251 -3%
FF
1895
Fluent Financial
Texas
$2.2M -$185K -806 -8%
TIM
1896
Triad Investment Management
California
$2.2M +$23.9K +104 +1%
REMPR
1897
Roof Eidam Maycock Peralta (REMP)
California
$2.19M +$15K +65 +0.7%
SFPG
1898
Stonebridge Financial Planning Group
Florida
$2.19M -$23K -100 -1%
HCCM
1899
Hudson Canyon Capital Management
New York
$2.18M – – –
TNAM
1900
Terra Nova Asset Management
New York
$2.18M – – –
74 75
76
77 78