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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
RA
2826
Ruggaard & Associates
Ohio
$519K +$4.81K +20 +0.9%
BA
2827
Birinyi Associates
Connecticut
$518K
RF
2828
Rollins Financial
Georgia
$516K +$13.2K +55 +3%
NJBEST
2829
New Jersey Better Educational Savings Trust
New Jersey
$515K
SIM
2830
SSI Investment Management
California
$515K -$6.01K -25 -1%
GP
2831
Geneva Partners
Wisconsin
$514K -$12.5K -52 -2%
MAM
2832
Milestone Asset Management
Pennsylvania
$513K +$4.33K +18 +0.8%
SC
2833
Sonen Capital
California
$513K +$536K +2,230 New
IFA
2834
Index Fund Advisors
California
$511K +$187K +780 +54%
AWAG
2835
ARS Wealth Advisors Group
Florida
$510K -$3.13K -13 -0.6%
FCM
2836
Fourpath Capital Management
Oklahoma
$510K -$49.8K -207 -9%
DA
2837
Drake & Associates
Wisconsin
$510K +$10.1K +42 +2%
FNA
2838
First National Advisers
Nebraska
$509K +$302K +1,258 +131%
FPB
2839
First PREMIER Bank
South Dakota
$508K +$3.13K +13 +0.6%
APWA
2840
Atlas Private Wealth Advisors
New Jersey
$507K +$530K +2,206 New
YLHM
2841
Yelin Lapidot Holdings Management
Israel
$507K +$526K +2,187 New
Aristotle Capital Management
2842
Aristotle Capital Management
California
$506K
PC
2843
Permanens Capital
New York
$506K +$529K +2,200 New
LWANC
2844
Laurel Wealth Advisors (North Carolina)
North Carolina
$505K +$240 +1 +0%
P
2845
Palladiem
Pennsylvania
$504K
NCG
2846
Newport Capital Group
New Jersey
$503K -$49K -204 -9%
JE
2847
JMAC Enterprises
Pennsylvania
$503K +$89.4K +372 +20%
LC
2848
Lincoln Capital
Nebraska
$503K
IAG
2849
Investmark Advisory Group
Connecticut
$502K +$1.2K +5 +0.2%
NVIM
2850
New Vernon Investment Management
Illinois
$501K

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.