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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
PAG
2951
Paladin Advisory Group
Iowa
$420K
C
2952
CEDRUS
Colorado
$420K -$109K -455 -20%
CC
2953
Corton Capital
Ontario, Canada
$418K +$209K +871 +92%
IWS
2954
Insight Wealth Strategies
California
$418K -$3.37K -14 -0.8%
FFWM
2955
Future Financial Wealth Management
Ohio
$417K
PP
2956
PDT Partners
New York
$416K +$26.2K +109 +6%
MA
2957
MKT Advisors
California
$416K +$2.16K +9 +0.5%
HP
2958
HT Partners
Connecticut
$414K -$44.2K -184 -9%
CCB
2959
Cutter & Co Brokerage
Missouri
$413K +$9.86K +41 +2%
SFG
2960
SNS Financial Group
Minnesota
$411K +$20.7K +86 +5%
TCWM
2961
Total Clarity Wealth Management
Illinois
$411K -$20.9K -87 -5%
AT
2962
Arvest Trust
Oklahoma
$410K -$12K -50 -3%
FA
2963
Financial Alternatives
California
$410K
OPPS
2964
Obsidian Personal Planning Solutions
Maryland
$409K -$1.68K -7 -0.4%
CCG
2965
Coastwise Capital Group
California
$408K +$144K +601 +51%
LF
2966
Lee Financial
Texas
$407K -$33.4K -139 -7%
RFN
2967
Redwood Financial Network
Ohio
$407K -$15.9K -66 -4%
WAM
2968
Worth Asset Management
Texas
$407K -$17.3K -72 -4%
WF
2969
Wayfinding Financial
Washington
$406K +$38.7K +161 +10%
TA
2970
TrueWealth Advisors
Alabama
$403K +$421K +1,752 New
EWA
2971
Evolution Wealth Advisors
Florida
$403K +$36.1K +150 +9%
EA
2972
Emerald Advisors
Washington
$403K +$5.05K +21 +1%
MAM
2973
Marquette Asset Management
Minnesota
$402K -$6.01K -25 -1%
SCG
2974
Sonata Capital Group
Washington
$402K +$120K +500 +40%
TCG
2975
Tremblant Capital Group
Florida
$402K +$113K +469 +37%

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.