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3,513 hedge funds and large institutions have $351B invested in Visa in 2023 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,508 increasing their positions, 1,414 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 97

37% more call options, than puts

Call options by funds: $4.34B | Put options by funds: $3.17B

7% more repeat investments, than reductions

Existing positions increased: 1,508 | Existing positions reduced: 1,414

1% more funds holding

Funds holding: 3,4863,513 (+27)

0.36% less ownership

Funds ownership: 94.98%94.63% (-0.36%)

4% less capital invested

Capital invested by funds: $365B → $351B (-$14.7B)

4% less funds holding in top 10

Funds holding in top 10: 523504 (-19)

Holders
3,513
Holders Change
+27
Holders Change %
+0.77%
% of All Funds
55.75%
Holding in Top 10
504
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-3.63%
% of All Funds
8%
New
157
Increased
1,508
Reduced
1,414
Closed
97
Calls
$4.34B
Puts
$3.17B
Net Calls
+$1.17B
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
RWI
2701
Red Wave Investments
Pennsylvania
$637K -$240 -1 -0%
WAOI
2702
Wealth Advisors of Iowa
Iowa
$636K -$2.88K -12 -0.4%
LC
2703
Lavaca Capital
Texas
$636K +$22.1K +92 +3%
SC
2704
Saiph Capital
New Jersey
$636K -$29.3K -122 -4%
BOPW
2705
Brandywine Oak Private Wealth
Pennsylvania
$636K -$281K -1,169 -30%
WCM
2706
Wedge Capital Management
North Carolina
$635K -$6.01K -25 -0.9%
SWA
2707
Sutton Wealth Advisors
Florida
$635K +$58.2K +242 +10%
FG
2708
Foster Group
Iowa
$633K +$297K +1,236 +82%
HC
2709
Hamilton Capital
Ohio
$630K +$28.6K +119 +5%
NP
2710
Ninepoint Partners
Ontario, Canada
$627K
EFM
2711
E Fund Management
China
$626K +$4.57K +19 +0.7%
CWM
2712
Cahaba Wealth Management
Georgia
$625K -$18.7K -78 -3%
MMH
2713
Menora Mivtachim Holdings
Israel
$621K
EAM
2714
Empirical Asset Management
Massachusetts
$621K +$649K +2,698 New
CWG
2715
Crown Wealth Group
North Carolina
$620K +$81K +337 +14%
CAM
2716
Campion Asset Management
Virginia
$619K
DPI
2717
Diversified Portfolios Inc
Michigan
$618K -$82K -341 -11%
HWA
2718
Heartwood Wealth Advisors
Virginia
$618K -$192K -800 -23%
BCG
2719
Breakwater Capital Group
New Jersey
$616K +$80.5K +335 +15%
GCAC
2720
Guardian Capital Advisors (Canada)
Ontario, Canada
$614K +$215K +895 +52%
FBT
2721
First Bank & Trust
South Dakota
$614K -$12K -50 -2%
HKIMG
2722
Hutchens & Kramer Investment Management Group
Indiana
$613K -$7.93K -33 -1%
DCM
2723
Dupont Capital Management
Delaware
$613K -$25.6M -106,434 -98%
BC
2724
Bridgefront Capital
Texas
$612K +$640K +2,662 New
CIEP
2725
Constellation Investimentos e Participacoes
Brazil
$610K -$42.1K -175 -6%

V Hedge Fund Activity: Q3 2023 in Review

3,513 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2023, worth a combined $351B — down 4% from $365B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new V positions and 97 closed out — a net gain of 60 holders — while 1,508 added to existing stakes and 1,414 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $548M. The largest seller was MUFG Securities EMEA, cutting an estimated $661M.

  • 3,513 institutional investors held Visa (V) as of Q3 2023, up from 3,486 in Q2 2023.
  • Funds reported $351B of Visa stock for Q3 2023, down 4% quarter-over-quarter.
  • 157 funds opened new Visa positions in Q3 2023 and 97 closed out, a net change of +60 holders.
  • The largest Visa buyer in Q3 2023 was Goldman Sachs, an estimated $548M added.
  • The largest Visa seller in Q3 2023 was MUFG Securities EMEA, an estimated $661M sold.

Based on aggregated 13F filings for Q3 2023.