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
V
3076
VeraBank
Texas
$343K
PAM
3077
Paradigm Asset Management
New York
$343K
PPW
3078
Presilium Private Wealth
Pennsylvania
$338K
SIC
3079
Schwartz Investment Counsel
Michigan
$338K
BFG
3080
Bouchey Financial Group
New York
$337K +$10.8K +45 +3%
LL
3081
LWMG LLC
Minnesota
$337K +$27.4K +114 +8%
LWM
3082
LJI Wealth Management
Indiana
$337K +$60.1K +250 +21%
MFWP
3083
Mosaic Family Wealth Partners
Missouri
$337K
DIA
3084
Dean Investment Associates
Ohio
$336K -$1.44K -6 -0.4%
HWA
3085
HHM Wealth Advisors
Tennessee
$335K
CFFP
3086
Center for Financial Planning
Michigan
$335K +$2.64K +11 +0.8%
HNWAG
3087
High Net Worth Advisory Group
Florida
$335K +$48.1K +200 +16%
AAM
3088
Austin Asset Management
Texas
$334K +$6.97K +29 +2%
HI
3089
Humankind Investments
New York
$333K -$10.1K -42 -3%
WW
3090
Westshore Wealth
California
$332K +$6.25K +26 +2%
LFGH
3091
Lee Financial Group Hawaii
Hawaii
$332K -$20.9K -87 -6%
SHWM
3092
Smith & Howard Wealth Management
Georgia
$330K
CCMI
3093
Creative Capital Management Investments
California
$328K
EWA
3094
ERTS Wealth Advisors
Michigan
$325K -$15.1K -63 -4%
DCM
3095
Dimension Capital Management
Florida
$325K -$259K -1,078 -43%
IA
3096
Inspire Advisors
Idaho
$325K +$57.4K +239 +20%
CA
3097
Crumly & Associates
Illinois
$324K -$29.3K -122 -8%
MWC
3098
MBM Wealth Consultants
Missouri
$323K -$68.3K -284 -17%
BWA
3099
Beam Wealth Advisors
Louisiana
$322K +$5.77K +24 +2%
MIM
3100
Martin Investment Management
Florida
$322K -$3.85K -16 -1%

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.