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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 %
RFA
2401
Resurgent Financial Advisors
Georgia
$965K -$74.1K -322 -7%
DP
2402
DDD Partners
Washington
$965K +$3.55K +15 +0.4%
AFT
2403
Alpha Family Trust
California
$964K – – –
PSC
2404
Prentiss Smith & Co
Vermont
$962K +$4.83K +21 +0.5%
FPF
2405
First Pacific Financial
Washington
$958K +$2.07K +9 +0.2%
SAG
2406
Spotlight Asset Group
Illinois
$957K +$41.9K +182 +5%
FIB
2407
First Interstate Bank
Montana
$955K -$73.4K -319 -7%
NSIM
2408
North Star Investment Management
Illinois
$954K – – –
SRAM
2409
Spouting Rock Asset Management
Pennsylvania
$954K +$954K +4,146 New
MS
2410
Madden Securities
Texas
$952K – – –
GC
2411
Gould Capital
Washington
$950K +$5.55K +24 +0.6%
AIA
2412
Angeles Investment Advisors
California
$950K +$166K +722 +21%
CWA
2413
CJM Wealth Advisers
Virginia
$948K +$701K +3,049 +284%
WHCI
2414
W.H. Cornerstone Investments
Massachusetts
$947K -$28.1K -122 -3%
CBA
2415
Coastal Bridge Advisors
Connecticut
$947K +$307K +1,335 +48%
DBRC
2416
D.B. Root & Company
Pennsylvania
$946K -$6.44K -28 -0.7%
WWP
2417
WR Wealth Planners
Missouri
$946K +$47.4K +206 +5%
BIA
2418
Bigelow Investment Advisors
Maine
$946K – – –
GAM
2419
Gemmer Asset Management
California
$945K -$41.6K -181 -4%
CWM
2420
Castle Wealth Management
Florida
$945K +$176K +766 +23%
PWMG
2421
Pinnacle Wealth Management Group
Michigan
$943K -$15.4K -67 -2%
OFG
2422
Oxford Financial Group
Indiana
$941K -$53.1K -231 -5%
MAM
2423
McLean Asset Management
Virginia
$939K -$8.52K -36 -0.9%
SWP
2424
Semus Wealth Partners
Florida
$939K +$11K +48 +1%
HFA
2425
High Falls Advisors
New York
$938K +$46.2K +201 +5%
95 96
97
98 99