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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 %
SFP
2101
Sandbox Financial Partners
Maryland
$1.49M -$22.5K -98 -1%
OIS
2102
Okabena Investment Services
Minnesota
$1.49M -$541K -2,352 -27%
DBIA
2103
Dumont & Blake Investment Advisors
New Jersey
$1.48M +$5.75K +25 +0.4%
RB
2104
Renasant Bank
Mississippi
$1.48M -$282K -1,227 -16%
QC
2105
Quent Capital
New York
$1.48M +$99.1K +431 +7%
EFMC
2106
Empire Financial Management Company
New York
$1.47M – – –
BBNA
2107
Bremer Bank National Association
Minnesota
$1.47M +$96.1K +418 +7%
EWM
2108
EPG Wealth Management
Georgia
$1.47M +$98.9K +430 +7%
FMWA
2109
Forvis Mazars Wealth Advisors
Missouri
$1.47M -$59.6K -259 -4%
TSW
2110
Three Seasons Wealth
Utah
$1.47M +$1.47M +6,388 New
DFG
2111
Delta Financial Group
New Jersey
$1.47M -$10.6K -46 -0.7%
RP
2112
Rice Partnership
Hawaii
$1.46M -$249K -1,082 -15%
WCA
2113
Waypoint Capital Advisors
Minnesota
$1.46M +$117K +507 +9%
TLCM
2114
Twin Lakes Capital Management
California
$1.46M +$2.3K +10 +0.2%
GPA
2115
Guerra Pan Advisors
New Jersey
$1.46M +$17.9K +78 +1%
SIG
2116
Sky Investment Group
Connecticut
$1.45M +$6.9K +30 +0.5%
EFI
2117
EHP Funds Inc
Canada
$1.45M -$869K -3,780 -38%
LI
2118
Lafayette Investments
Maryland
$1.45M +$94.8K +412 +7%
OWA
2119
Octavia Wealth Advisors
Ohio
$1.44M +$131K +571 +10%
EFG
2120
Everhart Financial Group
Ohio
$1.44M +$150K +654 +12%
EFSCE
2121
Enterprise Financial Services Corp (EFSC)
Missouri
$1.44M +$7.36K +32 +0.5%
AWE
2122
Avidian Wealth Enterprises
Texas
$1.43M -$553K -2,403 -28%
RFM
2123
Royal Fund Management
Florida
$1.43M +$18.2K +79 +1%
FCAS
2124
First Command Advisory Services
Texas
$1.43M +$1.43M +6,209 New
AGP
2125
Autumn Glory Partners
Texas
$1.43M +$8.51K +37 +0.6%
83 84
85
86 87