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
NRW
3026
Nova R Wealth
Kansas
$373K -$3.37K -14 -0.9%
BFM
3027
Boothbay Fund Management
New York
$372K -$2.98M -12,383 -88%
CIM
3028
Contravisory Investment Management
Massachusetts
$372K -$21.6K -90 -5%
CPW
3029
Crestmont Private Wealth
Texas
$371K -$94.9K -395 -20%
PS
3030
Planned Solutions
California
$371K +$388K +1,614 New
WWM
3031
Windsor Wealth Management
Indiana
$370K -$2.4K -10 -0.6%
SM
3032
Sweeney & Michel
California
$369K +$240 +1 +0.1%
SIC
3033
Sigma Investment Counselors
Michigan
$369K +$61.3K +255 +19%
TWA
3034
Talisman Wealth Advisors
New Jersey
$369K +$2.16K +9 +0.6%
SSW
3035
Smith Shellnut Wilson
Mississippi
$368K
BCM
3036
BTC Capital Management
Iowa
$368K
WPWM
3037
Western Pacific Wealth Management
Illinois
$368K +$15.6K +65 +4%
GHA
3038
Granite Harbor Advisors
Texas
$367K
PIN
3039
Prudent Investors Network
California
$366K +$383K +1,592 New
C1AG
3040
Client 1st Advisory Group
Florida
$365K -$24.3K -101 -6%
SCA
3041
Sippican Capital Advisors
Massachusetts
$365K +$2.88K +12 +0.8%
BWM
3042
BCS Wealth Management
Tennessee
$365K +$72.1K +300 +23%
WA
3043
WESPAC Advisors
California
$365K +$5.29K +22 +1%
BWCS
3044
Beirne Wealth Consulting Services
Connecticut
$365K
LFG
3045
Lockerman Financial Group
California
$364K +$3.37K +14 +0.9%
PRWA
3046
Platte River Wealth Advisors
Colorado
$361K +$18.7K +78 +5%
SICM
3047
Sustainable Insight Capital Management
New York
$358K
LF
3048
Lantz Financial
Illinois
$358K +$9.86K +41 +3%
FCG
3049
Financial Connections Group
California
$358K
MWPCG
3050
Measured Wealth Private Client Group
New Hampshire
$357K -$67.1K -279 -15%

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.