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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
TRIA
2776
Trail Ridge Investment Advisors
Colorado
$566K +$12.7K +53 +2%
RWA
2777
Redhawk Wealth Advisors
Minnesota
$562K +$8.41K +35 +1%
VAG
2778
VisionPoint Advisory Group
Texas
$560K +$361K +1,500 +160%
AAM
2779
Augustine Asset Management
Florida
$560K -$961 -4 -0.2%
SWM
2780
Salvus Wealth Management
New Jersey
$559K +$29.6K +123 +5%
DWA
2781
Dougherty Wealth Advisers
Minnesota
$556K
FFG
2782
Frisch Financial Group
New York
$555K -$6.25K -26 -1%
GLAM
2783
Gardner Lewis Asset Management
Pennsylvania
$553K +$578K +2,405 New
CCM
2784
Crabel Capital Management
California
$553K +$578K +2,404 New
TCBWMS
2785
Texas Capital Bank Wealth Management Services
Texas
$553K -$58.4K -243 -9%
HCM
2786
Huber Capital Management
California
$552K -$72.1K -300 -11%
OPWM
2787
Oakwell Private Wealth Management
Texas
$551K +$14.4K +60 +3%
PA
2788
Probity Advisors
Texas
$551K +$3.37K +14 +0.6%
SFWA
2789
Summit Financial Wealth Advisors
Louisiana
$551K -$18K -75 -3%
ACM
2790
Allred Capital Management
Texas
$550K +$35.3K +147 +7%
LPAM
2791
Lodestar Private Asset Management
California
$549K +$6.73K +28 +1%
GCA
2792
Gradient Capital Advisors
California
$547K +$6.97K +29 +1%
PCMF
2793
Private Capital Management (Florida)
Florida
$545K -$4.81K -20 -0.8%
RW
2794
Rede Wealth
Virginia
$544K -$481 -2 -0.1%
ML
2795
McAdam LLC
Pennsylvania
$543K +$78.1K +325 +16%
CFS
2796
Commonwealth Financial Services
West Virginia
$542K +$567K +2,358 New
TCM
2797
Towercrest Capital Management
Pennsylvania
$541K +$240 +1 +0%
WAM
2798
Winslow Asset Management
Ohio
$541K
TC
2799
TAGStone Capital
North Carolina
$541K +$25.5K +106 +5%
GAG
2800
Goodman Advisory Group
Massachusetts
$539K +$471K +1,959 +508%

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.