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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 %
NGA
2076
Naples Global Advisors
Florida
$1.55M +$357K +1,550 +30%
HAG
2077
HF Advisory Group
Maryland
$1.55M +$194K +830 +14%
JIC
2078
Joel Isaacson & Co
New York
$1.55M -$44.9K -195 -3%
SHFA
2079
SC&H Financial Advisors
Maryland
$1.54M – – –
LWA
2080
Lineweaver Wealth Advisors
Ohio
$1.54M +$2.99K +13 +0.2%
PSB
2081
Piscataqua Savings Bank
New Hampshire
$1.54M -$34K -148 -2%
MFFIA
2082
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.53M – – –
9WM
2083
9258 Wealth Management
Ohio
$1.53M +$36.6K +159 +2%
NPA
2084
Nichols & Pratt Advisers
Massachusetts
$1.53M -$8.51K -37 -0.6%
CPIA
2085
Cornell Pochily Investment Advisors
New York
$1.53M +$57K +248 +4%
DA
2086
DCM Advisors
New York
$1.53M -$14.3K -62 -0.9%
MFC
2087
Mechanics Financial Corp
Ohio
$1.53M -$6.9K -30 -0.4%
CAM
2088
Covenant Asset Management
New Jersey
$1.52M – – –
OBWG
2089
Onyx Bridge Wealth Group
New York
$1.52M +$151K +656 +11%
PWW
2090
Pettyjohn Wood & White
Virginia
$1.52M +$31.3K +136 +2%
WSCM
2091
Wellington Shields Capital Management
New York
$1.51M +$27.6K +120 +2%
WAG
2092
Winthrop Advisory Group
Massachusetts
$1.51M +$18.2K +79 +1%
IC
2093
Inscription Capital
Texas
$1.51M -$47.2K -205 -3%
ARMT
2094
Amica Retiree Medical Trust
Rhode Island
$1.51M – – –
TPWA
2095
TRUE Private Wealth Advisors
Oregon
$1.5M +$86K +374 +6%
LCM
2096
Leisure Capital Management
California
$1.5M +$22.5K +98 +2%
AL
2097
Aspiriant LLC
California
$1.5M +$254K +1,105 +20%
CFCI
2098
Comprehensive Financial Consultants Institutional
Indiana
$1.5M +$102K +442 +7%
WAAG
2099
Wealth Alliance Advisory Group
Kansas
$1.5M +$35.4K +154 +2%
KFS
2100
Kurt F. Somerville
$1.5M -$41.4K -180 -3%
82 83
84
85 86