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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 %
HG
2251
Herbst Group
Connecticut
$1.18M -$92K -400 -7%
NDSI
2252
Newman Dignan & Sheerar Inc
Rhode Island
$1.18M -$57.3K -249 -5%
FCB
2253
First County Bank
Connecticut
$1.18M +$83.7K +364 +8%
OTL
2254
Oak Thistle LLC
New York
$1.18M +$1.18M +5,146 New
SFI
2255
SPC Financial Inc
Maryland
$1.18M -$1.61K -7 -0.1%
HT
2256
Headlands Technologies
Illinois
$1.18M +$1.18M +5,113 New
BPGAM
2257
BTG Pactual Global Asset Management
Bermuda
$1.17M -$621K -2,700 -35%
AC
2258
AXQ Capital
New Jersey
$1.17M +$1.17M +5,100 New
PWAM
2259
Pinnacle West Asset Management
Wyoming
$1.17M +$67.9K +295 +6%
BEAM
2260
Baker Ellis Asset Management
Washington
$1.17M +$46K +200 +4%
CIM
2261
Caldwell Investment Management
Ontario, Canada
$1.17M – – –
TWA
2262
TCI Wealth Advisors
Arizona
$1.17M +$81.2K +353 +7%
MCWS
2263
McKinley Carter Wealth Services
West Virginia
$1.16M -$16.3K -71 -1%
BFIC
2264
Bedell Frazier Investment Counselling
California
$1.16M – – –
AB
2265
Atlas Brown
Kentucky
$1.16M – – –
WE
2266
Wealth Effects
Massachusetts
$1.15M +$1.61K +7 +0.1%
WAG
2267
Wallace Advisory Group
California
$1.15M +$46.3K +195 +4%
LOIP
2268
Live Oak Investment Partners
Texas
$1.15M -$1.16M – –
SIM
2269
Sterling Investment Management
Arizona
$1.15M -$18.4K -80 -2%
QFA
2270
Quattro Financial Advisors
Texas
$1.15M -$88.1K -383 -7%
BRCM
2271
Bright Rock Capital Management
Massachusetts
$1.15M – – –
SAMC
2272
Spectrum Asset Management (California)
California
$1.15M +$728K +3,164 +172%
AF
2273
Advisornet Financial
Minnesota
$1.15M -$222K -964 -16%
NFSG
2274
Newbridge Financial Services Group
Florida
$1.15M -$35.7K -155 -3%
EFH
2275
Eaton Financial Holdings
Florida
$1.15M – – –
89 90
91
92 93