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 %
FI
2051
Financial Insights
Washington
$1.63M +$245K +1,041 +18%
MWAM
2052
Manhattan West Asset Management
California
$1.63M +$248K +1,071 +18%
CPC
2053
Congress Park Capital
New York
$1.63M -$46K -200 -3%
KI
2054
Keystone Investors
Singapore
$1.62M +$1.62M +7,056 New
LWM
2055
Lodestone Wealth Management
Washington
$1.62M +$17.7K +77 +1%
HAI
2056
Hennessy Advisors Inc
California
$1.61M -$23K -100 -1%
AC
2057
Aristides Capital
Kentucky
$1.61M – – –
CGFA
2058
Colton Groome Financial Advisors
North Carolina
$1.61M +$89.7K +390 +6%
ZIG
2059
Zullo Investment Group
Pennsylvania
$1.61M +$28.1K +122 +2%
HIC
2060
Holderness Investments Company
North Carolina
$1.61M +$12.7K +55 +0.8%
IP
2061
Ignite Planners
California
$1.6M +$351K +1,503 +28%
BOC
2062
Barbara Oil Co
Illinois
$1.6M – – –
BA
2063
Bellwether Advisors
Nebraska
$1.6M +$1.6M +6,941 New
APM
2064
Advanced Portfolio Management
New York
$1.59M +$202K +877 +15%
SIA
2065
Schear Investment Advisers
Ohio
$1.58M -$53.4K -232 -3%
FWA
2066
FOCUS Wealth Advisors
Texas
$1.58M +$44.9K +195 +3%
AWG
2067
Altus Wealth Group
Colorado
$1.57M -$27.8K -121 -2%
LJAC
2068
L.J. Altfest & Co
New York
$1.57M +$77.3K +336 +5%
IFS
2069
Intelligent Financial Strategies
Minnesota
$1.57M +$230 +1 +0%
WWM
2070
WT Wealth Management
Arizona
$1.56M -$13.1K -57 -0.8%
EI
2071
Ellevest Inc
New York
$1.56M +$68.5K +298 +5%
SQA
2072
Simon Quick Advisors
New Jersey
$1.56M +$472K +2,053 +44%
AIM
2073
Aspen Investment Management
Michigan
$1.55M +$56.8K +247 +4%
CFA
2074
Camarda Financial Advisors
Florida
$1.55M +$115K +502 +8%
BLAM
2075
Bourne Lent Asset Management
New York
$1.55M -$184K -800 -11%
81 82
83
84 85