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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 %
CSIC
2276
Clifford Swan Investment Counsel
California
$1.14M -$5.98K -26 -0.5%
RPWA
2277
Regent Peak Wealth Advisors
Georgia
$1.14M -$2.07K -9 -0.2%
AIM
2278
Alhambra Investment Management
Florida
$1.14M – – –
TIA
2279
Trust Investment Advisors
Indiana
$1.13M -$43K -187 -4%
KA
2280
KLCM Advisors
Wisconsin
$1.13M +$121K +524 +12%
GFPC
2281
Global Financial Private Client
Florida
$1.13M -$40.9K -177 -4%
CC
2282
Copperleaf Capital
North Carolina
$1.12M -$155K -675 -12%
BONH
2283
Bank of New Hampshire
New Hampshire
$1.12M – – –
BWP
2284
BSW Wealth Partners
Colorado
$1.12M -$27.6K -120 -2%
KCM
2285
Knoll Capital Management
Florida
$1.12M – – –
RBFC
2286
Roman Butler Fullerton & Co
Missouri
$1.11M +$9.74K +41 +0.9%
MSS
2287
Mitchell Sinkler & Starr
Pennsylvania
$1.11M +$55.2K +240 +5%
SPA
2288
Sherbrooke Park Advisers
New York
$1.11M +$31.5K +137 +3%
EFL
2289
ERn Financial LLC
Wisconsin
$1.11M +$70.8K +308 +7%
TBWA
2290
Three Bridge Wealth Advisors
California
$1.11M +$13.3K +58 +1%
GEM
2291
Global Endowment Management
North Carolina
$1.11M +$1.11M +4,817 New
FNBOH
2292
First National Bank of Hutchinson
Kansas
$1.11M +$2.3K +10 +0.2%
FA
2293
Fountainhead AM
New Jersey
$1.11M +$654K +2,843 +145%
IIM
2294
Intact Investment Management
Quebec, Canada
$1.1M +$173K +750 +19%
GWS
2295
Glassman Wealth Services
Virginia
$1.1M +$5.98K +26 +0.5%
IIA
2296
IPG Investment Advisors
California
$1.1M +$111K +481 +11%
CST
2297
Charles Schwab Trust
Nevada
$1.1M +$1.1M +4,791 New
FWM
2298
Finer Wealth Management
Massachusetts
$1.1M -$395K -1,716 -26%
OCM
2299
Orion Capital Management
California
$1.1M -$265K -1,150 -19%
WLPWM
2300
Walled Lake Planning & Wealth Management
Illinois
$1.09M -$61.6K -268 -5%
90 91
92
93 94