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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 %
GWCM
2301
Godshalk Welsh Capital Management
Pennsylvania
$1.09M – – –
SAM
2302
S.A. Mason
Michigan
$1.09M +$460 +2 +0%
AFS
2303
Aft Forsyth & Sober
Florida
$1.09M – – –
OWA
2304
Outlook Wealth Advisors
Texas
$1.09M +$19.6K +85 +2%
WPW
2305
Watershed Private Wealth
Illinois
$1.09M +$1.09M +4,726 New
CG
2306
Corundum Group
Colorado
$1.09M -$169K -733 -13%
BWM
2307
Buckley Wealth Management
Nevada
$1.09M -$369K -1,606 -25%
TA
2308
TFB Advisors
Kansas
$1.09M +$47.2K +205 +5%
TNBTD
2309
Trustmark National Bank Trust Department
Mississippi
$1.08M -$42.6K -185 -4%
BAM
2310
Bosun Asset Management
Illinois
$1.08M -$75.7K -329 -7%
PMA
2311
Prudent Man Advisors
Illinois
$1.08M -$44.9K -195 -4%
LAM
2312
L2 Asset Management
Massachusetts
$1.08M -$11.9M -3,855 -92%
CFO
2313
CVA Family Office
Colorado
$1.08M +$23.2K +101 +2%
RGC
2314
Roberts, Glore & Co
Illinois
$1.07M – – –
SAM
2315
Strategy Asset Managers
California
$1.07M +$67.9K +295 +7%
MA
2316
MJP Associates
Connecticut
$1.07M +$127K +554 +14%
PWMG
2317
Provence Wealth Management Group
California
$1.07M +$165K +716 +18%
CA
2318
Centerpoint Advisors
Massachusetts
$1.07M -$5.75K -25 -0.5%
SAM
2319
Satovsky Asset Management
New York
$1.07M +$1.84K +8 +0.2%
EFG
2320
Ethos Financial Group
Pennsylvania
$1.07M +$58.4K +254 +6%
PSP
2321
Pacific Sage Partners
Washington
$1.06M – – –
ZF
2322
Zhang Financial
Michigan
$1.06M -$38.4K -165 -3%
HCM
2323
Horiko Capital Management
New York
$1.06M – – –
ECA
2324
Elevated Capital Advisors
Utah
$1.05M -$32.4K -141 -3%
NB
2325
Nicolet Bankshares
Wisconsin
$1.05M -$93.8K -408 -8%
91 92
93
94 95