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Visa
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Overview Fund Activity

3,746 hedge funds and large institutions have $407B invested in Visa in 2023 Q4 according to their latest regulatory filings, with 417 funds opening new positions, 1,515 increasing their positions, 1,438 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,746
Holders Change
+253
Holders Change %
+7.24%
% of All Funds
54.91%
Holding in Top 10
547
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+9.4%
% of All Funds
8.02%
New
417
Increased
1,515
Reduced
1,438
Closed
104
Calls
$4.52B
Puts
$4.04B
Net Calls
+$487M
Net Calls Change
-$677M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9B
2
State Street
State Street
Massachusetts
+$490M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$434M
4
BlackRock
BlackRock
New York
+$399M
5
Capital World Investors
Capital World Investors
California
+$345M

Top Sellers

1
CWM
CIBC World Markets
New York
-$666M
2
ESCM
Echo Street Capital Management
New York
-$599M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$501M
4
Goldman Sachs
Goldman Sachs
New York
-$464M
5
BI
BlueSpruce Investments
Illinois
-$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
2151
Concord Wealth Partners
Virginia
$1.71M +$319K +1,226 +23%
NFA
2152
Northern Financial Advisors
Michigan
$1.71M +$132K +507 +8%
PWW
2153
Pettyjohn Wood & White
Virginia
$1.71M -$9.37K -36 -0.5%
SFO
2154
Stokes Family Office
Louisiana
$1.7M -$3.03M -11,654 -64%
LJAC
2155
L.J. Altfest & Co
New York
$1.7M -$78.6K -302 -4%
AWE
2156
Avidian Wealth Enterprises
Texas
$1.7M +$73.4K +282 +5%
MSS
2157
Mitchell Sinkler & Starr
Pennsylvania
$1.69M +$428K +1,643 +34%
QPWM
2158
Quadrant Private Wealth Management
Pennsylvania
$1.69M +$91.1K +350 +6%
SFP
2159
Sandbox Financial Partners
Maryland
$1.68M -$3.65K -14 -0.2%
MW
2160
MBL Wealth
North Carolina
$1.68M -$318K -1,223 -16%
EFMC
2161
Empire Financial Management Company
New York
$1.67M – – –
OWMIAS
2162
One Wealth Management Investment & Advisory Services
Florida
$1.67M +$1.67M +6,399 New
PCG
2163
PFC Capital Group
California
$1.66M +$1.66M +6,385 New
KFS
2164
Kurt F. Somerville
$1.66M -$32.5K -125 -2%
AGP
2165
Autumn Glory Partners
Texas
$1.66M +$38.1K +146 +2%
LI
2166
Lafayette Investments
Maryland
$1.66M +$17.7K +68 +1%
TPWA
2167
TRUE Private Wealth Advisors
Oregon
$1.66M -$46.6K -179 -3%
OFS
2168
OneAscent Financial Services
Alabama
$1.65M +$495K +1,903 +43%
WCA
2169
Waypoint Capital Advisors
Minnesota
$1.65M -$4.43K -17 -0.3%
DC
2170
Dantai Capital
Hong Kong
$1.65M +$685K +2,630 +71%
SIG
2171
Sky Investment Group
Connecticut
$1.64M +$1.3K +5 +0.1%
PL
2172
Perpetual Ltd
Australia
$1.64M -$534K -2,052 -25%
GAG
2173
Goodman Advisory Group
Massachusetts
$1.63M +$1.02M +3,922 +167%
DBIA
2174
Dumont & Blake Investment Advisors
New Jersey
$1.63M -$45.6K -175 -3%
OWA
2175
Octavia Wealth Advisors
Ohio
$1.63M -$1.3K -5 -0.1%
85 86
87
88 89