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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 %
PCMK
1876
Paragon Capital Management (Kansas)
Kansas
$2.69M -$21.3K -82 -0.8%
SPWG
1877
Syntegra Private Wealth Group
Missouri
$2.69M +$47.1K +181 +2%
RMAM
1878
Raab & Moskowitz Asset Management
New Jersey
$2.68M -$60.9K -234 -2%
1W
1879
1776 Wealth
Georgia
$2.68M +$66.9K +257 +3%
SMC
1880
Smith, Moore & Co
Missouri
$2.68M +$87.5K +336 +3%
JA
1881
JLB & Associates
Michigan
$2.68M +$377K +1,449 +16%
SAA
1882
Southeast Asset Advisors
Georgia
$2.67M – – –
PWM
1883
Palumbo Wealth Management
New York
$2.67M +$142K +544 +6%
CVA
1884
Central Valley Advisors
California
$2.67M +$2.67M +10,265 New
SF
1885
Symphony Financial
Texas
$2.67M +$1.22M +4,617 +85%
PH
1886
Pinnacle Holdings
Oklahoma
$2.67M +$20.3K +78 +0.8%
ACG
1887
Allen Capital Group
Nebraska
$2.66M +$176K +675 +7%
SIM
1888
Sentry Investment Management
Wisconsin
$2.66M +$228K +875 +9%
SIC
1889
SJS Investment Consulting
Ohio
$2.65M – – –
TCWA
1890
Turtle Creek Wealth Advisors
Texas
$2.65M +$2.65M +10,183 New
FWA
1891
FSM Wealth Advisors
Ohio
$2.65M +$6.51K +25 +0.2%
DIP
1892
DT Investment Partners
Pennsylvania
$2.65M -$72.3K -261 -3%
JFG
1893
Jefferies Financial Group
New York
$2.64M -$7.67M -29,444 -74%
PAMG
1894
Patton Albertson Miller Group
Tennessee
$2.64M -$53.9K -207 -2%
SHFA
1895
SS&H Financial Advisors
Michigan
$2.64M – – –
HCM
1896
Hall Capital Management
Rhode Island
$2.63M +$47.6K +183 +2%
MGIU
1897
M&G Investments (USA)
Illinois
$2.63M +$2.63M +10,117 New
MA
1898
MCF Advisors
Kentucky
$2.63M +$187K +720 +8%
MWAM
1899
Manhattan West Asset Management
California
$2.62M +$787K +3,023 +43%
TCPG
1900
Trivant Custom Portfolio Group
California
$2.61M -$6.51K -25 -0.2%
74 75
76
77 78