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3,487 hedge funds and large institutions have $365B invested in Visa in 2023 Q2 according to their latest regulatory filings, with 187 funds opening new positions, 1,410 increasing their positions, 1,501 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 101

44% more call options, than puts

Call options by funds: $4.28B | Put options by funds: $2.97B

2% more funds holding

Funds holding: 3,4343,487 (+53)

4% more capital invested

Capital invested by funds: $351B → $365B (+$14.3B)

6% less repeat investments, than reductions

Existing positions increased: 1,410 | Existing positions reduced: 1,501

5.27% less ownership

Funds ownership: 100.26%94.98% (-5.3%)

6% less funds holding in top 10

Funds holding in top 10: 554523 (-31)

Holders
3,487
Holders Change
+53
Holders Change %
+1.54%
% of All Funds
54.74%
Holding in Top 10
523
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-5.6%
% of All Funds
8.21%
New
187
Increased
1,410
Reduced
1,501
Closed
101
Calls
$4.28B
Puts
$2.97B
Net Calls
+$1.31B
Net Calls Change
+$365M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
276
CIBC Asset Management
Ontario, Canada
$125M +$3.54M +15,451 +3%
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$124M -$660K -2,885 -0.5%
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124M +$12.4M +54,329 +12%
Rafferty Asset Management
279
Rafferty Asset Management
New York
$123M -$6.52M -28,505 -5%
MP
280
Munro Partners
Australia
$123M -$20.3M -88,630 -15%
AAMU
281
AEGON Asset Management (UK)
United Kingdom
$122M -$26.9M -117,332 -19%
PI
282
PineBridge Investments
New York
$122M +$37.2M +162,505 +47%
SBH
283
Segall Bryant & Hamill
Illinois
$121M -$5.23M -22,854 -4%
DC
284
Davenport & Co
Virginia
$119M -$1.99M -8,698 -2%
MIS
285
Morningstar Investment Services
Illinois
$118M -$2.85M -12,453 -2%
Public Sector Pension Investment Board (PSP Investments)
286
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$117M -$29.5M -128,784 -21%
AIG
287
American International Group
New York
$116M +$1.15M +5,030 +1%
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
$115M -$125M -546,656 -53%
AB
289
Amalgamated Bank
New York
$115M -$322K -1,406 -0.3%
Creative Planning
290
Creative Planning
Kansas
$114M +$828K +3,617 +0.8%
MIM
291
MetLife Investment Management
New Jersey
$114M -$1.38M -6,038 -1%
Handelsbanken Fonder
292
Handelsbanken Fonder
Sweden
$113M +$19.3M +84,496 +22%
GIA
293
Gateway Investment Advisers
Ohio
$111M -$472K -2,062 -0.4%
DLA
294
Douglas Lane & Associates
New York
$110M -$4.93M -21,540 -4%
ASRS
295
Arizona State Retirement System
Arizona
$110M +$4.56M +19,926 +4%
GT
296
Glenmede Trust
Pennsylvania
$110M
PAM
297
Panagora Asset Management
Massachusetts
$110M +$14.7M +64,414 +16%
AM
298
AGF Management
Ontario, Canada
$108M -$6.4M -27,943 -6%
HA
299
Homestead Advisers
Virginia
$107M +$15.5M +67,742 +18%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$106M +$1.31M +5,731 +1%

V Hedge Fund Activity: Q2 2023 in Review

3,487 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2023, worth a combined $365B — up 4.1% from $351B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new V positions and 101 closed out — a net gain of 86 holders — while 1,410 added to existing stakes and 1,501 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was OFI Invest Asset Management, cutting an estimated $13.7B.

  • 3,487 institutional investors held Visa (V) as of Q2 2023, up from 3,434 in Q1 2023.
  • Funds reported $365B of Visa stock for Q2 2023, up 4.1% quarter-over-quarter.
  • 187 funds opened new Visa positions in Q2 2023 and 101 closed out, a net change of +86 holders.
  • The largest Visa buyer in Q2 2023 was Capital World Investors, an estimated $1.23B added.
  • The largest Visa seller in Q2 2023 was OFI Invest Asset Management, an estimated $13.7B sold.

Based on aggregated 13F filings for Q2 2023.