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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 %
FHC
1951
First Heartland Consultants
Missouri
$1.96M +$19.8K +86 +1%
PTP
1952
Platform Technology Partners
New York
$1.96M +$326K +1,660 +20%
SC
1953
Savoie Capital
Illinois
$1.96M +$1.96M +8,500 New
MSFP
1954
Mark Sheptoff Financial Planning
Connecticut
$1.95M -$71.1K -309 -4%
ACMA
1955
Arbor Capital Management (Alaska)
Alaska
$1.95M -$13.8K -59 -0.7%
JSL
1956
JT Stratford LLC
Georgia
$1.95M +$235K +1,020 +14%
AWMT
1957
AAFMAA Wealth Management & Trust
North Carolina
$1.94M -$4.82M -20,941 -71%
JGCM
1958
Joseph Group Capital Management
Ohio
$1.93M +$137K +597 +8%
NB
1959
Northwest Bancshares
Pennsylvania
$1.93M -$7.36K -32 -0.4%
RIA
1960
Regal Investment Advisors
Michigan
$1.93M -$30.8K -134 -2%
BRC
1961
Bishop Rock Capital
New York
$1.93M -$3.1M -13,474 -62%
DCM
1962
Dudley Capital Management
Virginia
$1.92M – – –
PL
1963
Perpetual Ltd
Australia
$1.92M -$159K -692 -8%
ADIM
1964
Alpha DNA Investment Management
Maryland
$1.92M -$2.39M -10,401 -55%
AWC
1965
Abundance Wealth Counselors
Pennsylvania
$1.92M -$31.5K -137 -2%
BMO
1966
Beck Mack & Oliver
New York
$1.91M +$141K +611 +8%
CWM
1967
Circle Wealth Management
New Jersey
$1.91M +$587K +2,554 +44%
SFM
1968
Systematic Financial Management
New Jersey
$1.91M – – –
LTAS
1969
Linden Thomas Advisory Services
North Carolina
$1.89M +$926K +4,024 +96%
SCP
1970
Stamos Capital Partners
California
$1.89M -$85.1K -370 -4%
PHIMC
1971
Private Harbour Investment Management & Counsel
Ohio
$1.89M -$1.38K -6 -0.1%
RA
1972
Rational Advisors
New York
$1.88M +$181K +788 +11%
BLC
1973
Brown, Lisle/Cummings
Rhode Island
$1.87M +$26.5K +115 +1%
DAM
1974
Derbend Asset Management
Georgia
$1.87M -$40.7K -177 -2%
TP
1975
Tranquility Partners
Tennessee
$1.87M +$70.4K +306 +4%
77 78
79
80 81