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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 %
KIG
2226
Kowal Investment Group
Wisconsin
$1.23M +$20.2K +88 +2%
SF
2227
Slagle Financial
Illinois
$1.22M +$109K +474 +10%
PAG
2228
Private Advisory Group
Washington
$1.22M +$89.7K +390 +8%
ATC
2229
Adirondack Trust Company
New York
$1.22M – – –
TPWM
2230
Twelve Points Wealth Management
Massachusetts
$1.22M +$112K +488 +10%
KA
2231
Kovack Advisors
Florida
$1.21M -$26.9K -117 -2%
WIC
2232
Woodmont Investment Counsel
Tennessee
$1.21M -$4.6K -20 -0.4%
TA
2233
TCM Advisors
West Virginia
$1.21M -$1.28M – –
DAM
2234
Delta Asset Management
Tennessee
$1.21M -$2.3K -10 -0.2%
SL
2235
Salomon & Ludwin
Virginia
$1.21M +$48.5K +211 +4%
DWM
2236
Drive Wealth Management
Utah
$1.21M -$39.1K -170 -3%
TF
2237
TLWM Financial
Texas
$1.21M +$43.7K +190 +4%
FCM
2238
Fortis Capital Management
Washington
$1.21M +$110K +479 +10%
NAS
2239
Nicolet Advisory Services
Wisconsin
$1.2M +$88.6K +383 +8%
KA
2240
Kozak & Associates
Colorado
$1.2M -$108K -460 -8%
KIG
2241
Kennedy Investment Group
New Jersey
$1.2M +$28.5K +124 +2%
MCM
2242
Manchester Capital Management
Vermont
$1.2M -$178K -776 -13%
QWM
2243
QP Wealth Management
New Jersey
$1.2M -$65.6K -285 -5%
SAM
2244
Synergy Asset Management
Washington
$1.2M -$119K -519 -9%
OL
2245
Optas LLC
Texas
$1.2M +$71.3K +310 +6%
CA
2246
Cambridge Advisors
Nebraska
$1.19M +$230 +1 +0%
RC
2247
RBO & Co
California
$1.19M – – –
OWA
2248
One Wealth Advisors
California
$1.19M -$230 -1 -0%
CW
2249
Channel Wealth
California
$1.19M +$101K +441 +9%
MCCA
2250
Mill Creek Capital Advisors
Pennsylvania
$1.19M -$58K -252 -5%
88 89
90
91 92