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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 %
EGA
2026
E&G Advisors
Texas
$1.7M -$10.6K -46 -0.6%
MSFS
2027
Main Street Financial Solutions
Pennsylvania
$1.7M +$56.4K +245 +3%
PW
2028
Peninsula Wealth
California
$1.7M -$311K -1,345 -15%
SSW
2029
Stone Summit Wealth
Florida
$1.7M +$16.1K +70 +1%
PHS
2030
Pekin Hardy Strauss
Illinois
$1.69M -$66.7K -290 -4%
CC
2031
Constitution Capital
Connecticut
$1.68M +$23K +100 +1%
HEIP
2032
Hudson Edge Investment Partners
New Jersey
$1.68M -$52.9K -230 -3%
PBC
2033
Pavion Blue Capital
California
$1.68M -$3.91K -17 -0.2%
AA
2034
AlphaQ Advisors
Florida
$1.68M -$197K -858 -11%
LT
2035
Lindsell Train
United Kingdom
$1.68M – – –
CASB
2036
Cape Ann Savings Bank
Massachusetts
$1.68M -$32.2K -140 -2%
FFA
2037
Fortune Financial Advisors
Kansas
$1.68M +$10.6K +46 +0.6%
BCM
2038
Barden Capital Management
Texas
$1.67M +$192K +835 +13%
AA
2039
Argent Advisors
Louisiana
$1.67M -$25.3K -110 -1%
CFP
2040
Catalyst Financial Partners
Massachusetts
$1.67M +$413K +1,795 +33%
WI
2041
WBI Investments
New Jersey
$1.66M -$3.6M -15,659 -68%
CIG
2042
Cascade Investment Group
Colorado
$1.66M -$18.4K -80 -1%
SFWC
2043
Strategic Family Wealth Counselors
New Jersey
$1.66M – – –
P
2044
&Partners
Tennessee
$1.65M -$44.4K -193 -3%
WC
2045
Waterloo Capital
Texas
$1.65M +$57.7K +251 +4%
SG
2046
StoneX Group
New York
$1.65M +$21.9K +95 +1%
SOAMC
2047
Spirit of America Management Corp
New York
$1.64M – – –
NFG
2048
Northeast Financial Group
Pennsylvania
$1.64M -$184K -800 -10%
MPPLM
2049
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.64M +$176K +766 +12%
FPAS
2050
Focus Partners Advisor Solutions
Missouri
$1.64M +$707K +3,074 +76%
80 81
82
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