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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
SFA
2876
Source Financial Advisors
New York
$484K +$8.65K +36 +2%
CWA
2877
CM Wealth Advisors
Ohio
$484K -$936K -3,892 -67%
AFAS
2878
Acorn Financial Advisory Services
Virginia
$484K +$2.64K +11 +0.5%
CFO
2879
Collective Family Office
Pennsylvania
$483K -$8.41K -35 -2%
CWM
2880
Chesapeake Wealth Management
Virginia
$480K -$1.2K -5 -0.2%
OFW
2881
Omnia Family Wealth
Florida
$479K
QCIG
2882
Quad-Cities Investment Group
Iowa
$478K -$20.4K -85 -4%
MAC
2883
Mason & Associates (California)
California
$478K +$162K +673 +48%
BBNB
2884
Baker Boyer National Bank
Washington
$477K +$499K +2,074 New
SAM
2885
Smithbridge Asset Management
Pennsylvania
$477K +$721 +3 +0.1%
YIH
2886
Y-Intercept (HK)
Hong Kong
$475K -$3.04M -12,655 -86%
JEST
2887
JTC Employer Solutions Trustee
Jersey
$475K
BHIA
2888
Birch Hill Investment Advisors
Massachusetts
$475K +$111K +460 +29%
MMHP
2889
Murphy Middleton Hinkle & Parker
Georgia
$474K -$236K -980 -32%
VC
2890
Veery Capital
Delaware
$474K -$9.37K -39 -2%
RCG
2891
Rock Creek Group
District of Columbia
$473K -$202K -840 -29%
FCIM
2892
Fairview Capital Investment Management
California
$473K -$481 -2 -0.1%
AA
2893
Advisory Alpha
Michigan
$472K -$223K -926 -31%
SFG
2894
Sunburst Financial Group
Alabama
$472K +$20.4K +85 +4%
CFD
2895
Creative Financial Designs
Indiana
$471K +$240 +1 +0%
SPW
2896
Sonoma Private Wealth
California
$471K +$32K +133 +7%
JDR
2897
Jay D. Rosenbaum
$470K +$63.9K +266 +15%
SCA
2898
St. Clair Advisors
Ohio
$469K +$118K +489 +32%
SCM
2899
SOL Capital Management
Maryland
$469K
WC
2900
Westhampton Capital
North Carolina
$467K +$1.92K +8 +0.4%

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.