Visa
3,434 hedge funds and large institutions have $351B invested in Visa in 2023 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 1,382 increasing their positions, 1,490 reducing their positions, and 113 closing their positions.
85% more first-time investments, than exits
New positions opened: 209 | Existing positions closed: 113
29% more call options, than puts
Call options by funds: $4.21B | Put options by funds: $3.27B
8% more funds holding in top 10
Funds holding in top 10: 513 → 554 (+41)
7% more capital invested
Capital invested by funds: $329B → $351B (+$22B)
4.21% more ownership
Funds ownership: 96.04% → 100.26% (+4.2%)
1% more funds holding
Funds holding: 3,407 → 3,434 (+27)
7% less repeat investments, than reductions
Existing positions increased: 1,382 | Existing positions reduced: 1,490
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$1.72B |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$949M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$887M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$650M |
| 5 |
State Street
Boston,
Massachusetts
|
+$573M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
|
-$698M |
| 2 |
Amundi
Paris,
France
|
-$414M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$312M |
| 4 |
Sands Capital Management
Arlington,
Virginia
|
-$300M |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
-$291M |
V Hedge Fund Activity: Q1 2023 in Review
3,434 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2023, worth a combined $351B — up 6.7% from $329B a quarter earlier.
Buyers outnumbered sellers: 209 funds opened new V positions and 113 closed out — a net gain of 96 holders — while 1,382 added to existing stakes and 1,490 trimmed.
The largest buyer was World Equity Group, adding an estimated $1.72B. The largest seller was Cottage Street Advisors, cutting an estimated $698M.
- 3,434 institutional investors held Visa (V) as of Q1 2023, up from 3,407 in Q4 2022.
- Funds reported $351B of Visa stock for Q1 2023, up 6.7% quarter-over-quarter.
- 209 funds opened new Visa positions in Q1 2023 and 113 closed out, a net change of +96 holders.
- The largest Visa buyer in Q1 2023 was World Equity Group, an estimated $1.72B added.
- The largest Visa seller in Q1 2023 was Cottage Street Advisors, an estimated $698M sold.
Based on aggregated 13F filings for Q1 2023.