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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 %
IWA
2151
IVC Wealth Advisors
Pennsylvania
$1.36M +$5.75K +25 +0.4%
MMPW
2152
Mitchell McLeod Pugh & Williams
Alabama
$1.36M +$39.1K +170 +3%
AI
2153
Accredited Investors
Minnesota
$1.35M -$38.4K -167 -3%
FIM
2154
Freedom Investment Management
Connecticut
$1.35M +$214K +929 +19%
CPSC
2155
Carl P. Sherr & Co
Massachusetts
$1.35M -$106K -460 -7%
MCM
2156
Monument Capital Management
Virginia
$1.35M +$35.2K +153 +3%
CIM
2157
Corda Investment Management
Texas
$1.35M +$295K +1,283 +28%
PIA
2158
Perennial Investment Advisors
California
$1.34M +$18.6K +81 +1%
MA
2159
MONECO Advisors
Connecticut
$1.34M +$8.51K +37 +0.6%
PBK
2160
Peoples Bank (Kansas)
Kansas
$1.34M +$1.34M +5,824 New
VWM
2161
Vigilare Wealth Management
Arizona
$1.34M +$230 +1 +0%
LA
2162
Lynch & Associates
Indiana
$1.33M +$1.33M +5,797 New
HIM
2163
Harbour Investment Management
Washington
$1.33M +$4.14K +18 +0.3%
CCA
2164
Column Capital Advisors
Indiana
$1.33M +$302K +1,312 +29%
TIA
2165
Traphagen Investment Advisors
New Jersey
$1.33M +$3.22K +14 +0.2%
FCFC
2166
First Commonwealth Financial Corp
Pennsylvania
$1.33M -$75.2K -327 -5%
CIP
2167
Capital Insight Partners
Arizona
$1.32M +$28.8K +125 +2%
FFC
2168
First Financial Corp
Indiana
$1.32M +$149K +649 +13%
BIP
2169
Blueprint Investment Partners
North Carolina
$1.32M -$51.1K -222 -4%
AIC
2170
Archer Investment Corporation
Indiana
$1.32M +$2.53K +11 +0.2%
FRM
2171
Fox Run Management
Connecticut
$1.31M +$1.31M +5,691 New
MIM
2172
Moseley Investment Management
Florida
$1.31M -$2.3K -10 -0.2%
XWM
2173
Xcel Wealth Management
Florida
$1.31M +$54.7K +238 +4%
FNWM
2174
Financial Network Wealth Management
Utah
$1.31M +$48.1K +208 +4%
B
2175
Barings
North Carolina
$1.31M -$9.2K -40 -0.7%
85 86
87
88 89