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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
ACM
2926
Avalon Capital Management
California
$444K +$257K +1,071 +125%
HCA
2927
Heck Capital Advisors
Wisconsin
$441K -$5.29K -22 -1%
BBW
2928
Blue Barn Wealth
Utah
$440K +$20K +83 +5%
CIG
2929
Cairn Investment Group
Washington
$440K +$14.7K +61 +3%
SWM
2930
Scissortail Wealth Management
Oklahoma
$439K -$10.1K -42 -2%
JWM
2931
JFG Wealth Management
Colorado
$439K -$44.9K -187 -9%
FH
2932
FWG Holdings
Florida
$439K +$97.6K +406 +27%
WIA
2933
World Investment Advisors
California
$438K -$2.4K -10 -0.5%
RWPA
2934
Richard W. Paul & Associates
Michigan
$437K -$34.9K -145 -7%
RTC
2935
Riverview Trust Company
Washington
$434K
WP
2936
WealthSpring Partners
California
$434K -$54.3K -226 -11%
MIG
2937
McGuire Investment Group
Rhode Island
$433K -$76.9K -320 -15%
JWM
2938
Jeppson Wealth Management
California
$432K +$12K +50 +3%
MCM
2939
Monarch Capital Management
Indiana
$431K
VAM
2940
Verity Asset Management
North Carolina
$431K -$6.97K -29 -2%
HPWM
2941
High Pines Wealth Management
Massachusetts
$431K +$35.3K +147 +9%
MIA
2942
Milestone Investment Advisors
Wisconsin
$431K +$451K +1,875 New
B
2943
Bridgeworth
Alabama
$430K -$240 -1 -0.1%
JCIA
2944
Jackson Creek Investment Advisors
Colorado
$428K -$10.8K -45 -2%
NFG
2945
Nadler Financial Group
Illinois
$427K -$7.93K -33 -2%
MMC
2946
Mizuho Markets Cayman
Cayman Islands
$426K +$446K +1,854 New
CHA
2947
Carmichael Hill & Associates
Maryland
$424K
BIA
2948
Biondo Investment Advisors
Pennsylvania
$423K +$117K +487 +36%
SIA
2949
Soltis Investment Advisors
Utah
$422K +$27.2K +113 +7%
CWC
2950
Carolinas Wealth Consulting
North Carolina
$421K -$37K -154 -8%

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.