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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 %
APA
2451
Astoria Portfolio Advisors
New York
$917K -$44.2K -191 -5%
HL
2452
HeadInvest LLC
Maine
$914K -$1.16K -5 -0.1%
WRPWM
2453
Werba Rubin Papier Wealth Management
California
$913K -$47.4K -206 -5%
RGF
2454
Retirement Guys Formula
Ohio
$913K +$215K +935 +31%
RFG
2455
RFP Financial Group
Georgia
$913K -$7.36K -32 -0.8%
AWA
2456
Aletheian Wealth Advisors
Washington
$912K -$322K -1,402 -26%
PFA
2457
Pathway Financial Advisers
Indiana
$910K +$910K +3,954 New
MPIA
2458
Mountain Pacific Investment Advisers
Idaho
$909K +$3.68K +16 +0.4%
AIM
2459
Aigen Investment Management
New York
$909K +$356K +1,549 +64%
WCM
2460
Windsor Capital Management
Arizona
$908K -$2.53K -11 -0.3%
SGCA
2461
Steel Grove Capital Advisors
Tennessee
$908K -$1.84K -8 -0.2%
BA
2462
Bluesphere Advisors
Pennsylvania
$907K +$4.6K +20 +0.5%
RSC
2463
Red Spruce Capital
Pennsylvania
$907K -$10.4K -45 -1%
HP
2464
Hilltop Partners
Indiana
$907K +$235K +1,023 +35%
PMFA
2465
Plante Moran Financial Advisors
Michigan
$905K +$4.37K +19 +0.5%
AIS
2466
AM Investment Strategies
Tennessee
$905K -$6.9K -30 -0.8%
VC
2467
Veracity Capital
Georgia
$905K -$39.1K -170 -4%
ACA
2468
Affinity Capital Advisors
California
$904K +$5.06K +22 +0.6%
AWP
2469
Accretive Wealth Partners
New Jersey
$904K +$13.3K +58 +1%
IAS
2470
Investment Advisory Services
Texas
$904K +$17.9K +78 +2%
FFA
2471
Fi3 Financial Advisors
Indiana
$900K +$144K +627 +19%
WCM
2472
WealthBridge Capital Management
Ohio
$900K -$13.6K -59 -1%
CWP
2473
Curated Wealth Partners
California
$899K +$181K +786 +25%
PHIC
2474
Pine Haven Investment Counsel
Massachusetts
$897K +$63.7K +277 +8%
TAM
2475
Titleist Asset Management
Texas
$895K -$568K -2,468 -39%
97 98
99
100 101