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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
PFA
2726
Professional Financial Advisors
Nebraska
$607K +$59.1K +246 +10%
SFG
2727
Summit Financial Group
West Virginia
$607K
EBA
2728
Eagle Bay Advisors
New York
$607K +$91.1K +379 +17%
EIP
2729
Ellis Investment Partners
Pennsylvania
$606K +$1.2K +5 +0.2%
NWA
2730
New World Advisors
Massachusetts
$604K -$8.65K -36 -1%
VFPI
2731
Vantage Financial Partners (Illinois)
Illinois
$604K +$144K +600 +30%
PVM
2732
Palogic Value Management
Texas
$602K +$4.81K +20 +0.8%
FAM
2733
Formidable Asset Management
Ohio
$602K +$15.9K +66 +3%
AR
2734
Advisory Research
Illinois
$599K +$9.13K +38 +1%
WFM
2735
Wolff Financial Management
Michigan
$599K
NG
2736
Northstar Group
New York
$597K
TA
2737
Trellis Advisors
Washington
$597K +$481 +2 +0.1%
JSW
2738
Journey Strategic Wealth
New Jersey
$597K -$13.7K -57 -2%
PA
2739
Parkside Advisors
California
$597K +$624K +2,594 New
AWM
2740
Act Wealth Management
Texas
$595K
HTHT
2741
Hemenway Trust Hemenway Trust
New Hampshire
$595K +$27.9K +116 +5%
HIM
2742
Hillsdale Investment Management
Ontario, Canada
$594K +$279K +1,160 +82%
DA
2743
Detalus Advisors
Missouri
$593K +$240 +1 +0%
DSN
2744
D. Scott Neal
Kentucky
$592K
AP
2745
Advisors Preferred
Maryland
$591K +$156K +650 +34%
LRIA
2746
Leonard Rickey Investment Advisors
Washington
$591K +$51.9K +216 +9%
ACP
2747
Aveo Capital Partners
Colorado
$590K +$18.3K +76 +3%
CAG
2748
Curtis Advisory Group
California
$587K -$7.21K -30 -1%
BFC
2749
Bedel Financial Consulting
Indiana
$586K +$240 +1 +0%
SFC
2750
Strategic Financial Concepts
Texas
$586K +$18.7K +78 +3%

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.