V icon

Visa
V

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 %
FW
2376
FirstPurpose Wealth
Utah
$994K -$20K -87 -2%
BOM
2377
Bank of Marin
California
$992K -$62.1K -270 -6%
MC
2378
Matisse Capital
Oregon
$991K +$13.8K +60 +1%
DF
2379
Dunhill Financial
United Kingdom
$991K +$16.1K +68 +2%
AA
2380
Alta Advisers
United Kingdom
$989K – – –
CP
2381
Castleview Partners
Texas
$988K +$37.3K +162 +4%
Twin Tree Management
2382
Twin Tree Management
Texas
$988K -$18M -78,323 -95%
CIM
2383
CIM Investment Management
Pennsylvania
$988K -$20.2K -88 -2%
KW
2384
KWB Wealth
California
$988K -$64.6K -272 -6%
VIM
2385
VELA Investment Management
Ohio
$987K – – –
BC
2386
Bowman & Company
Wisconsin
$984K +$123K +534 +14%
CBFP
2387
Cedar Brook Financial Partners
Ohio
$983K -$9.43K -41 -0.9%
GIM
2388
Groesbeck Investment Management
New Jersey
$981K – – –
IA
2389
IFG Advisory
Georgia
$980K +$980K +4,259 New
PP
2390
Patron Partners
Texas
$978K +$8.28K +36 +0.9%
AA
2391
Aire Advisors
California
$976K -$12.2K -53 -1%
PPP
2392
Private Portfolio Partners
New Jersey
$973K +$165K +716 +20%
RWA
2393
Rainsberger Wealth Advisors
Colorado
$973K +$30.8K +134 +3%
TWM
2394
Tradition Wealth Management
Minnesota
$973K +$32.4K +141 +3%
GSC
2395
Grey Street Capital
Illinois
$973K – – –
ACH
2396
ArrowMark Colorado Holdings
Colorado
$972K +$44.2K +192 +5%
MS
2397
Maven Securities
Jersey
$971K +$971K +4,221 New
WTB
2398
Washington Trust Bank
Washington
$970K +$52.4K +228 +6%
SFB
2399
STAR Financial Bank
Indiana
$969K -$61K -265 -6%
PL
2400
Plancorp LLC
Missouri
$968K +$133K +578 +16%
94 95
96
97 98