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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
SIM
2901
Studio Investment Management
Illinois
$466K -$50.2K -209 -9%
GAA
2902
Global Assets Advisory
Florida
$466K -$144K -600 -23%
CG
2903
Clifford Group
Massachusetts
$465K -$11.3K -47 -2%
CSWM
2904
Cassady Schiller Wealth Management
Ohio
$461K
Nomura Holdings
2905
Nomura Holdings
Japan
$458K -$7.95M -33,066 -94%
AA
2906
Alesco Advisors
New York
$455K -$8.65K -36 -2%
PPW
2907
Parcion Private Wealth
Washington
$454K +$43.7K +182 +10%
PSCM
2908
Per Stirling Capital Management
Texas
$454K -$4.57K -19 -1%
PIAS
2909
PCA Investment Advisory Services
Ohio
$452K -$2.16K -9 -0.5%
AO
2910
Allen Operations
New York
$452K
LCM
2911
LVM Capital Management
Michigan
$452K
KFI
2912
Key Financial Inc
Pennsylvania
$451K
WAS
2913
Wealth Advisory Solutions
Indiana
$449K -$4.1M -17,037 -90%
BCM
2914
BluePath Capital Management
Georgia
$449K +$469K +1,952 New
TVAMP
2915
Tennessee Valley Asset Management Partners
Tennessee
$449K -$110K -456 -19%
CSPAM
2916
Cary Street Partners Asset Management
Virginia
$448K
DB
2917
Dravo Bay
Delaware
$447K +$4.57K +19 +1%
DA
2918
Dover Advisors
Virginia
$446K -$1.2K -5 -0.3%
OIM
2919
Oder Investment Management
California
$446K
HFP
2920
Holistic Financial Partners
Indiana
$445K
BIP
2921
Blue Investment Partners
California
$445K +$48.6K +202 +12%
HI
2922
Hudock Inc
Pennsylvania
$445K +$42.1K +175 +10%
SNBOSCI
2923
Security National Bank of Sioux City Iowa
Iowa
$444K -$48.1K -200 -9%
WOC
2924
West Oak Capital
California
$444K
BWM
2925
Baystate Wealth Management
Massachusetts
$444K +$36.5K +152 +9%

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.