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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
AA
2801
Addison Advisors
Vermont
$539K +$19K +79 +3%
BAM
2802
Bellevue Asset Management
Washington
$538K
FCA
2803
FLC Capital Advisors
California
$538K
EIG
2804
Ellenbecker Investment Group
Wisconsin
$537K +$137K +572 +32%
TCM
2805
Tandem Capital Management
New Jersey
$535K -$2.4K -10 -0.4%
GC
2806
Gratus Capital
Georgia
$534K +$558K +2,321 New
AFG
2807
ABLE Financial Group
Arizona
$534K -$112K -464 -17%
KC
2808
Kenfarb & Co
Kentucky
$531K
SWM
2809
Stockman Wealth Management
Montana
$531K -$20K -83 -3%
FCA
2810
FinTrust Capital Advisors
South Carolina
$530K -$106K -439 -16%
NERM
2811
New England Research & Management
Illinois
$529K -$499K -2,075 -47%
CWS
2812
Cypress Wealth Services
California
$528K +$18.3K +76 +3%
HFM
2813
Hartford Funds Management
Pennsylvania
$527K +$53.8K +224 +11%
UL
2814
Unionview LLC
Washington
$527K -$2.4K -10 -0.4%
IF
2815
Integrity Financial
Wyoming
$527K +$240 +1 +0%
EWP
2816
Engrave Wealth Partners
Texas
$526K +$44.7K +186 +9%
GCM
2817
Gator Capital Management
Florida
$526K
GSIS
2818
Global Strategic Investment Solutions
Arizona
$525K
WDG
2819
Wealth Dimensions Group
Ohio
$525K +$52.4K +218 +11%
PC
2820
Permit Capital
Pennsylvania
$523K
HCM
2821
Hengehold Capital Management
Ohio
$522K -$26K -108 -5%
WPW
2822
Warther Private Wealth
Ohio
$521K -$287K -1,194 -35%
CSB
2823
City State Bank
Iowa
$521K -$8.17K -34 -1%
MPCG
2824
Matrix Private Capital Group
New York
$521K +$12K +50 +2%
AA
2825
Apriem Advisors
California
$520K +$27.6K +115 +5%

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.