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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 %
LGA
2351
Lebenthal Global Advisors
New York
$1.02M -$15.4K -67 -1%
PWM
2352
Prentice Wealth Management
New York
$1.01M -$2.3K -10 -0.2%
AGWCA
2353
Annis Gardner Whiting Capital Advisors
Florida
$1.01M +$1.01M +4,408 New
TSS
2354
Two Sigma Securities
New York
$1.01M -$9.86M -42,853 -91%
LTI
2355
Laffer Tengler Investments
Tennessee
$1.01M +$110K +479 +12%
BFIM
2356
Beese Fulmer Investment Management
Ohio
$1.01M +$230 +1 +0%
LCM
2357
Lazari Capital Management
California
$1.01M -$8.05K -35 -0.8%
BAAM
2358
Baker Avenue Asset Management
California
$1.01M -$1.07M -4,632 -51%
PCFFS
2359
Pacific Center for Financial Services
California
$1.01M +$7.36K +32 +0.7%
LP
2360
LGL Partners
Pennsylvania
$1.01M – – –
OP
2361
ORG Partners
Indiana
$1.01M -$15K -65 -1%
MPW
2362
Monterey Private Wealth
California
$1.01M -$60.3K -262 -6%
ECM
2363
Estabrook Capital Management
New York
$1.01M -$4.14K -18 -0.4%
IWN
2364
Independent Wealth Network
Iowa
$1M +$21.4K +93 +2%
WMP
2365
Wealth Management Partners
Arizona
$1M +$230 +1 +0%
FM
2366
Foster & Motley
Ohio
$1M -$22.8K -99 -2%
KFGK
2367
Keystone Financial Group (Kentucky)
Kentucky
$1M -$52.7K -229 -5%
MPPW
2368
Mitchell & Pahl Private Wealth
Oklahoma
$1M -$25.3K -110 -2%
WCWM
2369
Willow Creek Wealth Management
California
$1M -$3.91K -17 -0.4%
BC
2370
Belmont Capital
California
$1M -$1.31M -5,691 -57%
AGAM
2371
Audent Global Asset Management
California
$1M -$47.6K -207 -5%
HCM
2372
Hodges Capital Management
Texas
$1M +$1M +4,348 New
HKAM
2373
Horizon Kinetics Asset Management
New York
$998K – – –
CAM
2374
Cozad Asset Management
Illinois
$997K – – –
SJIM
2375
St. Johns Investment Management
Florida
$997K -$6.44K -28 -0.6%
93 94
95
96 97