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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 %
VC
2126
Vicus Capital
Pennsylvania
$1.43M +$792K +3,441 +125%
GKWIM
2127
Gerber Kawasaki Wealth & Investment Management
California
$1.42M +$308K +1,341 +28%
RCM
2128
Riverpark Capital Management
New York
$1.42M +$82.3K +358 +6%
AMCA
2129
Arthur M. Cohen & Associates
Illinois
$1.42M +$171K +745 +14%
UBV
2130
United Bank (Virginia)
Virginia
$1.41M +$2.99K +13 +0.2%
VU
2131
Vanderbilt University
Tennessee
$1.41M +$1.41M +6,149 New
GAB
2132
German American Bancorp
Indiana
$1.41M +$144K +626 +11%
QPWM
2133
Quadrant Private Wealth Management
Pennsylvania
$1.41M -$23.7K -103 -2%
EWA
2134
Etesian Wealth Advisors
Oregon
$1.41M -$13.3K -58 -0.9%
OA
2135
Operose Advisors
Wisconsin
$1.41M -$4.37K -19 -0.3%
MCA
2136
MSH Capital Advisors
Arizona
$1.41M +$46.7K +203 +3%
FC
2137
Fulcrum Capital
Washington
$1.4M -$5.29K -23 -0.4%
GIA
2138
Guyasuta Investment Advisors
Pennsylvania
$1.4M +$7.36K +32 +0.5%
JWM
2139
Jessup Wealth Management
Ohio
$1.4M -$339K -1,473 -20%
NFA
2140
Northern Financial Advisors
Michigan
$1.39M -$16.1K -70 -1%
WP
2141
Westmount Partners
California
$1.39M +$27.6K +120 +2%
FGI
2142
Foresight Global Investors
New York
$1.39M -$46K -200 -3%
EA
2143
Emerald Advisers
Pennsylvania
$1.39M – – –
PSP
2144
Principal Street Partners
Tennessee
$1.38M -$67.9K -295 -5%
VBCG
2145
Valley Brook Capital Group
Pennsylvania
$1.38M +$29K +126 +2%
CP
2146
Covenant Partners
Tennessee
$1.38M -$130K -567 -9%
LA
2147
Legacy Advisors
Pennsylvania
$1.38M -$4.14K -18 -0.3%
TAM
2148
Tealwood Asset Management
Minnesota
$1.37M +$27.6K +120 +2%
IIC
2149
Ironwood Investment Counsel
Arizona
$1.37M +$97.1K +422 +8%
OWA
2150
Opal Wealth Advisors
New York
$1.36M +$50.1K +218 +4%
84 85
86
87 88