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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 %
VCM
1976
Virtue Capital Management
Tennessee
$1.87M – – –
MADR
1977
Milestones Administradora de Recursos
Brazil
$1.87M – – –
SWM
1978
Sculati Wealth Management
Michigan
$1.86M +$27.8K +121 +2%
HI
1979
Hoey Investments
Pennsylvania
$1.86M -$400K -1,741 -18%
SXL
1980
Summit X LLC
Missouri
$1.86M -$2.04M -8,842 -52%
WAM
1981
WealthTrust Asset Management
Florida
$1.85M -$13.8K -60 -0.7%
RMC
1982
Resources Management Corp
Connecticut
$1.85M -$62.8K -273 -3%
BWP
1983
Balboa Wealth Partners
Arizona
$1.85M -$86.9K -378 -4%
MFP
1984
Meridian Financial Partners
Virginia
$1.84M -$15.7K -67 -0.8%
VPI
1985
Value Partners Investments
Manitoba, Canada
$1.84M +$152K +657 +9%
SDWIA
1986
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.83M +$8.97K +39 +0.5%
BHCM
1987
Brevan Howard Capital Management
Jersey
$1.83M +$1.83M +7,942 New
WB
1988
WesBanco Bank
West Virginia
$1.82M -$195K -847 -10%
CB
1989
CNB Bank
Pennsylvania
$1.82M +$112K +489 +7%
NAMP
1990
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.81M – – –
PP
1991
PDS Planning
Ohio
$1.81M +$32.2K +140 +2%
CT
1992
Columbia Trust
Oregon
$1.81M +$40.9K +178 +2%
AT
1993
Arden Trust
Delaware
$1.81M -$170K -741 -9%
IA
1994
Icon Advisers
Colorado
$1.8M – – –
BCA
1995
Bay Colony Advisors
Massachusetts
$1.8M +$268K +1,163 +17%
NW
1996
Naviter Wealth
Arkansas
$1.79M +$121K +525 +7%
CA
1997
CoreCap Advisors
Michigan
$1.78M -$59.6K -259 -3%
KSWA
1998
Kathleen S. Wright Associates
Pennsylvania
$1.78M +$829K +3,589 +87%
WIC
1999
Wilkins Investment Counsel
Massachusetts
$1.78M -$57.5K -250 -3%
BTI
2000
Blue Trust Inc
Georgia
$1.78M +$383K +1,611 +27%
78 79
80
81 82