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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
RPI
251
Railway Pension Investments
United Kingdom
$140M -$25.5M -106,200 -15%
Wealth Enhancement Advisory Services
252
Wealth Enhancement Advisory Services
Minnesota
$140M +$117M +486,373 +400%
HNB
253
Huntington National Bank
Ohio
$139M -$4.54M -18,872 -3%
Boston Partners
254
Boston Partners
Massachusetts
$139M -$5.51M -22,942 -4%
National Bank of Canada
255
National Bank of Canada
Quebec, Canada
$138M +$6.97M +28,978 +5%
ZIG
256
Zurich Insurance Group
Switzerland
$138M -$9.44M -39,262 -6%
MP
257
Munro Partners
Australia
$138M +$20.3M +84,308 +16%
SI
258
Scharf Investments
California
$136M +$141M +584,622 +7,059%
SOMRS
259
State of Michigan Retirement System
Michigan
$134M -$3.25M -13,500 -2%
CCP
260
Cryder Capital Partners
United Kingdom
$134M -$518K -2,155 -0.4%
SO
261
STRS Ohio
Ohio
$132M -$14.3M -59,462 -9%
Fiera Capital (Canada)
262
Fiera Capital (Canada)
Quebec, Canada
$131M +$289K +1,203 +0.2%
CAM
263
Congress Asset Management
Massachusetts
$131M +$1.15M +4,767 +0.8%
CIM
264
CCLA Investment Management
United Kingdom
$128M -$2.61M -10,849 -2%
Kovitz Investment Group Partners
265
Kovitz Investment Group Partners
Illinois
$126M -$34.8M -144,964 -21%
UCFA
266
United Capital Financial Advisors
Texas
$126M -$13.8M -57,551 -10%
AI
267
Axiom Investors
Connecticut
$125M -$2.04M -8,500 -2%
Rafferty Asset Management
268
Rafferty Asset Management
New York
$124M +$4.81M +20,017 +4%
ProShare Advisors
269
ProShare Advisors
Maryland
$122M -$4.8M -19,984 -4%
Handelsbanken Fonder
270
Handelsbanken Fonder
Sweden
$122M +$13.2M +54,853 +12%
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$122M +$1.58M +6,567 +1%
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$121M -$4.46M -18,560 -3%
Creative Planning
273
Creative Planning
Kansas
$119M +$9M +37,446 +8%
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$117M -$3.27M -13,610 -3%
MIS
275
Morningstar Investment Services
Illinois
$117M -$835K -3,473 -0.7%

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.