We are live on ! Find out more

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
SCA
3001
Sandy Cove Advisors
Massachusetts
$383K +$481 +2 +0.1%
HZ
3002
Hixon Zuercher
Ohio
$383K
AMR
3003
Asset Management Resources
Massachusetts
$382K -$4.09K -17 -1%
CFG
3004
Carr Financial Group
Massachusetts
$381K
GSAM
3005
Grant Street Asset Management
Pennsylvania
$381K -$17.8K -74 -4%
SGWM
3006
Sterling Group Wealth Management
California
$380K
AC
3007
Apella Capital
Connecticut
$380K +$7.21K +30 +2%
AI
3008
AdvisorShares Investments
Maryland
$378K -$9.13K -38 -2%
SIS
3009
Sound Income Strategies
Florida
$378K -$104K -432 -21%
TWA
3010
Tandem Wealth Advisors
Arizona
$378K +$2.64K +11 +0.7%
MSA
3011
McAlister Sweet & Associates
Texas
$377K -$2.27M -9,453 -85%
CFAM
3012
Coury Firm Asset Management
Pennsylvania
$377K +$394K +1,639 New
PCI
3013
Planning Center Inc
Illinois
$376K
Cohen & Steers
3014
Cohen & Steers
New York
$376K -$10.1K -42 -3%
SPWG
3015
Sage Private Wealth Group
Illinois
$375K +$8.41K +35 +2%
UBG
3016
United Bank (Georgia)
Georgia
$375K
DWP
3017
Destiny Wealth Partners
Florida
$375K +$7.21K +30 +2%
BMWM
3018
Brown Miller Wealth Management
Virginia
$374K -$2.4K -10 -0.6%
AWM
3019
Aberdeen Wealth Management
Illinois
$374K +$240 +1 +0.1%
BHPW
3020
Beverly Hills Private Wealth
California
$374K +$26.9K +112 +7%
HHGA
3021
Halbert Hargrove Global Advisors
California
$374K -$7.69K -32 -2%
EL
3022
EWA LLC
Pennsylvania
$373K +$38.5K +160 +12%
SNBOSD
3023
Security National Bank of So Dak
Iowa
$373K -$24K -100 -6%
FSA
3024
Franklin Street Advisors
North Carolina
$373K -$721 -3 -0.2%
DE
3025
Day & Ennis
Georgia
$373K -$40.9K -170 -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.