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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 %
MWM
1901
Mattern Wealth Management
Kansas
$2.18M -$72.5K -315 -3%
C
1902
Certuity
Florida
$2.18M +$137K +597 +7%
AA
1903
Auxano Advisors
Washington
$2.17M -$1.15M -4,999 -35%
TFP
1904
Tilia Fiduciary Partners
North Carolina
$2.16M +$67.2K +292 +3%
MA
1905
MCF Advisors
Kentucky
$2.15M +$71.3K +310 +3%
CFM
1906
Capricorn Fund Managers
United Kingdom
$2.15M – – –
AC
1907
Avestar Capital
New York
$2.15M +$160K +695 +8%
DC
1908
DeDora Capital
California
$2.15M +$88.6K +385 +4%
JWCA
1909
J.W. Coons Advisors
Ohio
$2.15M +$100K +435 +5%
CIA
1910
Compass Ion Advisors
Pennsylvania
$2.15M +$2.15M +9,333 New
SIM
1911
Sentry Investment Management
Wisconsin
$2.15M -$504K -2,191 -19%
CWM
1912
Compass Wealth Management
Connecticut
$2.14M +$16.8K +73 +0.8%
FWP
1913
FAS Wealth Partners
Kansas
$2.14M +$116K +506 +6%
MLA
1914
My Legacy Advisors
Oregon
$2.14M -$50K -214 -2%
SMH
1915
Sanders Morris Harris
Texas
$2.12M – – –
KCM
1916
Kathmere Capital Management
Pennsylvania
$2.12M +$257K +1,119 +14%
BAM
1917
Byrne Asset Management
New Jersey
$2.11M +$1.15K +5 +0.1%
GDP
1918
Great Diamond Partners
Maine
$2.11M +$25.1K +109 +1%
LD
1919
Lipe & Dalton
New York
$2.1M -$17.2K -75 -0.8%
DTL
1920
Dynamic Technology Lab
Singapore
$2.1M +$2.1M +9,122 New
AWM
1921
Angeles Wealth Management
California
$2.08M +$279K +1,213 +15%
PCM
1922
Princeton Capital Management
New Jersey
$2.08M -$1.91M -8,312 -48%
DCM
1923
Davidson Capital Management
Texas
$2.08M +$561K +2,439 +37%
LPT
1924
Legacy Private Trust
Wisconsin
$2.07M +$187K +815 +10%
RIA
1925
Realta Investment Advisors
Delaware
$2.07M -$41.3K -174 -2%
75 76
77
78 79