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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 %
DOA
2201
D'Orazio & Associates
Virginia
$1.27M +$117K +510 +10%
SF
2202
Symphony Financial
Texas
$1.26M +$341K +1,474 +37%
IP
2203
Investment Partners
Ohio
$1.26M -$86.2K -375 -6%
GC
2204
Gilbert & Cook
Iowa
$1.26M -$39.3K -171 -3%
CIA
2205
Cape Investment Advisory
Georgia
$1.26M +$20.7K +90 +2%
JCM
2206
Jacobsen Capital Management
Utah
$1.26M -$40.3K -175 -3%
RA
2207
Rockingstone Advisors
Massachusetts
$1.26M +$32K +139 +3%
LSA
2208
L & S Advisors
California
$1.26M -$3.83M -16,652 -75%
FFA
2209
Founders Financial Alliance
North Carolina
$1.25M -$281K -1,223 -18%
TNA
2210
True North Advisors
Texas
$1.25M +$95.7K +416 +8%
BFA
2211
Bill Few Associates
Pennsylvania
$1.25M -$3.68K -16 -0.3%
TF
2212
Trek Financial
Arizona
$1.25M +$93.4K +406 +8%
CWM
2213
Centurion Wealth Management
Virginia
$1.24M +$3.91K +17 +0.3%
WA
2214
WBH Advisory
Maryland
$1.24M -$37.5K -163 -3%
DF
2215
Donoghue Forlines
Massachusetts
$1.24M -$13.8K -60 -1%
BAM
2216
Berkshire Asset Management
Pennsylvania
$1.24M -$25.3K -110 -2%
1WM
2217
1900 Wealth Management
Texas
$1.24M -$65.8K -286 -5%
LCWP
2218
Legacy Capital Wealth Partners
Arkansas
$1.24M +$1.02M +4,431 +466%
RZH
2219
Relyea Zuckerberg Hanson
Connecticut
$1.24M +$19.8K +86 +2%
MFG
2220
Menard Financial Group
Texas
$1.23M +$195K +849 +19%
CWP
2221
Concord Wealth Partners
Virginia
$1.23M +$95K +413 +8%
AFG
2222
Atomi Financial Group
New York
$1.23M +$394K +1,715 +47%
BMC
2223
Beaton Management Company
Massachusetts
$1.23M +$25.8K +112 +2%
PWSG
2224
Pacific Wealth Strategies Group
California
$1.23M +$86.2K +375 +8%
BFO
2225
Biltmore Family Office
North Carolina
$1.23M +$78.9K +343 +7%
87 88
89
90 91