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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 %
SIA
2176
Strategic Investment Advisors
Michigan
$1.31M -$1.28M -5,550 -49%
PIM
2177
Profit Investment Management
Maryland
$1.3M -$40.5K -176 -3%
GAM
2178
Grandview Asset Management
Pennsylvania
$1.3M -$131K -571 -9%
BSA
2179
Braun Stacey Associates
New York
$1.3M -$11.5K -50 -0.9%
WKSWA
2180
White Knight Strategic Wealth Advisors
New Jersey
$1.3M -$8.05K -35 -0.6%
CA
2181
Claro Advisors
Massachusetts
$1.3M +$110K +479 +9%
SAF
2182
Smith Anglin Financial
Texas
$1.29M +$8.74K +38 +0.7%
FTWA
2183
Fifth Third Wealth Advisors
Ohio
$1.29M +$453K +1,970 +54%
MFG
2184
Monumental Financial Group
Maryland
$1.29M +$45.5K +198 +4%
SAM
2185
Summit Asset Management
Tennessee
$1.29M – – –
WCF
2186
West Coast Financial
California
$1.29M -$164K -715 -11%
CSI
2187
Cross Staff Investments
New York
$1.29M -$326K -1,416 -20%
SFG
2188
Sovereign Financial Group
Connecticut
$1.29M -$135K -586 -9%
CCM
2189
Conway Capital Management
California
$1.29M – – –
LA
2190
Lindenwold Advisors
Pennsylvania
$1.28M +$7.36K +32 +0.6%
GCMG
2191
Gyroscope Capital Management Group
Florida
$1.28M -$409K -1,777 -24%
AIA
2192
Alera Investment Advisors
Illinois
$1.28M -$40.3K -175 -3%
AC
2193
Allstate Corporation
Illinois
$1.28M – – –
TC
2194
Trust Company
Kansas
$1.28M +$215K +935 +20%
WIM
2195
WealthPlan Investment Management
Nebraska
$1.28M +$655K +2,850 +105%
MFG
2196
Monte Financial Group
Connecticut
$1.28M -$10.8K -47 -0.8%
NF
2197
Nvest Financial
New Hampshire
$1.28M -$159K -691 -11%
EIA
2198
Eastover Investment Advisors
North Carolina
$1.28M +$35.2K +153 +3%
CCA
2199
Childress Capital Advisors
Texas
$1.27M +$1.27M +5,541 New
TIA
2200
Tiemann Investment Advisors
California
$1.27M -$11.5K -50 -0.9%
86 87
88
89 90