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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
PA
2851
PFW Advisors
Georgia
$501K
PIMG
2852
Patriot Investment Management Group
Tennessee
$500K -$29.3K -122 -5%
HWM
2853
Hemington Wealth Management
Virginia
$499K -$39.9K -166 -7%
ETIA
2854
Epic Trust Investment Advisors
Washington
$497K -$17.5K -73 -3%
NPT
2855
Nixon Peabody Trust
Massachusetts
$497K -$12K -50 -2%
SWM
2856
Silverlake Wealth Management
Vermont
$497K -$13.5K -56 -3%
FCA
2857
Fortis Capital Advisors
Kansas
$497K +$162K +674 +45%
ARG
2858
Advisory Resource Group
Oklahoma
$497K -$10.6K -44 -2%
WAM
2859
WFA Asset Management
Wisconsin
$496K -$17.1K -71 -3%
MC
2860
Merlin Capital
Rhode Island
$496K
GSIAS
2861
Garden State Investment Advisory Services
New Jersey
$496K +$74K +308 +17%
BBA
2862
Braun-Bostich & Associates
Pennsylvania
$495K +$518K +2,154 New
AWA
2863
Amplius Wealth Advisors
Pennsylvania
$495K +$1.92K +8 +0.4%
PWA
2864
Physician Wealth Advisors
Utah
$495K -$11.5K -48 -2%
WDL
2865
Well Done LLC
Michigan
$494K -$3.37K -14 -0.6%
CIAS
2866
CFS Investment Advisory Services
New Jersey
$493K -$11.3K -47 -2%
BWM
2867
BlackDiamond Wealth Management
New York
$492K +$721 +3 +0.1%
LA
2868
Lane & Associates
New Jersey
$490K +$14.4K +60 +3%
TWP
2869
Tempus Wealth Planning
California
$490K +$224K +930 +78%
RA
2870
Riversedge Advisors
Delaware
$490K +$167K +696 +49%
JWA
2871
JFS Wealth Advisors
Pennsylvania
$487K +$275K +1,145 +118%
SOW
2872
State of Wyoming
Wyoming
$487K -$192K -798 -27%
ARC
2873
Advisor Resource Council
Texas
$486K -$4.33K -18 -0.8%
CCP
2874
Cassia Capital Partners
North Carolina
$486K +$10.6K +44 +2%
MAWA
2875
Moss Adams Wealth Advisors
Washington
$486K +$274K +1,140 +117%

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.