V icon

Visa
V

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 %
FPFS
2001
First Personal Financial Services
North Carolina
$1.78M -$11.5K -50 -0.6%
XF
2002
XML Financial
Maryland
$1.78M -$43.9K -191 -2%
RWP
2003
Revolve Wealth Partners
New Jersey
$1.77M +$12K +52 +0.7%
MW
2004
MBL Wealth
North Carolina
$1.77M +$49.2K +214 +3%
BA
2005
Ballast Advisors
Minnesota
$1.77M +$231K +1,003 +15%
SA
2006
SRN Advisors
Pennsylvania
$1.77M -$1.92M -8,348 -52%
GWM
2007
Gray Wealth Management
Maine
$1.77M +$43.2K +188 +3%
HIC
2008
Harvey Investment Company
Kentucky
$1.76M – – –
ACM
2009
AlphaStar Capital Management
North Carolina
$1.76M -$1.61M -7,002 -48%
DIM
2010
Delta Investment Management
California
$1.76M -$47.6K -207 -3%
CPC
2011
Consolidated Planning Corp
Georgia
$1.75M +$177K +770 +11%
SFG
2012
Snider Financial Group
Washington
$1.75M +$88.6K +385 +5%
RBC
2013
Romano Brothers & Co
Illinois
$1.75M +$258K +1,121 +17%
CCG
2014
Chatham Capital Group
Georgia
$1.75M +$3.45K +15 +0.2%
AFG
2015
Alterity Financial Group
Maine
$1.75M -$7.36K -32 -0.4%
BFA
2016
Beacon Financial Advisory
Ohio
$1.74M +$393K +1,707 +29%
SAM
2017
Secure Asset Management
Michigan
$1.74M +$121K +526 +7%
SCM
2018
Spreng Capital Management
Ohio
$1.73M +$18.4K +80 +1%
PFWA
2019
Paces Ferry Wealth Advisors
Georgia
$1.73M -$12.2K -53 -0.7%
SPWM
2020
Schrum Private Wealth Management
Florida
$1.73M – – –
PPWM
2021
Paragon Private Wealth Management
Kentucky
$1.73M +$25.5K +111 +2%
PIWA
2022
Prevail Innovative Wealth Advisors
Kansas
$1.73M +$1.73M +7,504 New
AG
2023
Artal Group
Luxembourg
$1.73M – – –
CFG
2024
Cooper Financial Group
California
$1.71M +$99.6K +433 +6%
EP
2025
Eudaimonia Partners
Tennessee
$1.7M -$12.9K -56 -0.8%
79 80
81
82 83