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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
AFA
2751
Arlington Financial Advisors
California
$586K -$2.4K -10 -0.4%
BWM
2752
Blossom Wealth Management
California
$585K +$193K +805 +46%
PWA
2753
Primoris Wealth Advisors
Florida
$585K +$481 +2 +0.1%
MAM
2754
Meeder Asset Management
Ohio
$584K +$66.6K +277 +12%
FCM
2755
Family Capital Management
Michigan
$584K +$15.1K +63 +3%
FA
2756
Faithward Advisors
Pennsylvania
$582K +$165K +687 +41%
GCM
2757
Goldstream Capital Management
Hong Kong
$581K +$296K +1,230 +95%
IIC
2758
Integrated Investment Consultants
Michigan
$580K -$191K -796 -24%
CRIG
2759
Charter Research & Investment Group
Connecticut
$580K
MSCM
2760
McElhenny Sheffield Capital Management
Texas
$579K +$605K +2,517 New
GC
2761
Garde Capital
Washington
$578K -$563K -2,342 -48%
CNFG
2762
Creegan & Nassoura Financial Group
New Hampshire
$577K
OWM
2763
OneAscent Wealth Management
Alabama
$576K -$82.2K -342 -12%
LFA
2764
Laraway Financial Advisors
Minnesota
$575K
MWA
2765
Moser Wealth Advisors
Washington
$575K +$14.4K +60 +2%
CCIA
2766
Campbell & Co Investment Adviser
Maryland
$572K -$1.53M -6,381 -72%
RPCA
2767
Running Point Capital Advisors
California
$570K +$1.44K +6 +0.2%
GA
2768
Goldstein Advisors
Wisconsin
$570K +$45.7K +190 +8%
AIP
2769
ARS Investment Partners
New York
$569K
TWP
2770
Tower Wealth Partners
Pennsylvania
$568K +$59.1K +246 +11%
KFSC
2771
Keystone Financial Services (Colorado)
Colorado
$568K +$16.1K +67 +3%
CCFM
2772
Clear Creek Financial Management
Washington
$567K -$51.4K -214 -8%
CG
2773
Clarus Group
Texas
$567K +$6.97K +29 +1%
CWM
2774
Cedar Wealth Management
California
$566K +$1.92K +8 +0.3%
VAF
2775
Values Added Financial
District of Columbia
$566K +$62.7K +261 +12%

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.