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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 %
GSB
2326
Greenfield Savings Bank
Massachusetts
$1.05M +$17.3K +75 +2%
FBFS
2327
First Business Financial Services
Wisconsin
$1.05M +$73.1K +318 +8%
AFGAS
2328
Allegiance Financial Group Advisory Services
Virginia
$1.05M -$115K -500 -10%
CG
2329
Carmignac Gestion
France
$1.05M – – –
HBW
2330
Hazlett, Burt & Watson
West Virginia
$1.05M +$23.4K +102 +2%
APIM
2331
Agate Pass Investment Management
Washington
$1.04M -$46K -200 -4%
Parnassus Investments
2332
Parnassus Investments
California
$1.04M +$145K +631 +16%
CCA
2333
Cora Capital Advisors
New Jersey
$1.04M -$11.3K -49 -1%
MWA
2334
Monograph Wealth Advisors
California
$1.04M +$1.04M +4,512 New
VWA
2335
Visionary Wealth Advisors
Illinois
$1.04M -$59.1K -257 -5%
APW
2336
Austin Private Wealth
Texas
$1.04M +$37.7K +164 +4%
QFA
2337
Quantum Financial Advisors
California
$1.03M +$400K +1,739 +63%
PFSC
2338
Peoples Financial Services Corp
Pennsylvania
$1.03M -$2.99K -13 -0.3%
FBT
2339
First Bankers Trust
Kentucky
$1.03M -$3.45K -15 -0.3%
WIA
2340
Westbourne Investment Advisors
Maryland
$1.03M -$103K -448 -9%
PIA
2341
Pinion Investment Advisors
Kansas
$1.03M +$42.3K +184 +4%
ECM
2342
Elgethun Capital Management
South Dakota
$1.03M – – –
FB
2343
First Bancorp
Maine
$1.03M – – –
MCM
2344
Mainstay Capital Management
Michigan
$1.03M -$263K -1,144 -20%
BWM
2345
BNC Wealth Management
Oregon
$1.03M -$920 -4 -0.1%
WCA
2346
Westover Capital Advisors
Delaware
$1.03M +$28.8K +125 +3%
DMBA
2347
Deseret Mutual Benefit Administrators
Utah
$1.03M -$189K -823 -16%
MCIA
2348
Mountain Capital Investment Advisors
Colorado
$1.02M +$59.3K +242 +6%
OFS
2349
OneAscent Financial Services
Alabama
$1.02M +$290K +1,261 +40%
PFA
2350
Pure Financial Advisors
California
$1.02M +$198K +861 +24%
92 93
94
95 96