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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
NIC
3101
Northwest Investment Counselors
Oregon
$322K +$8.65K +36 +3%
TA
3102
Townsend & Associates
Colorado
$321K -$1.33M -5,533 -80%
MWP
3103
Meridian Wealth Partners
Pennsylvania
$320K +$6.49K +27 +2%
KA
3104
Kure Advisory
Minnesota
$320K +$335K +1,392 New
GWM
3105
Greenwich Wealth Management
Connecticut
$320K -$4.81K -20 -1%
LJHT
3106
Laurie J. Hall Trustee
$320K
GFG
3107
Goldstone Financial Group
Illinois
$319K -$18.3K -76 -5%
BG
3108
Benedetti & Gucer
Georgia
$318K -$12K -50 -3%
CCP
3109
Carmel Capital Partners
California
$318K +$110K +458 +50%
III
3110
Independent Investors Inc
New York
$317K -$2.16K -9 -0.6%
FC
3111
Fusion Capital
South Carolina
$316K +$240 +1 +0.1%
KPWG
3112
KFA Private Wealth Group
Virginia
$316K +$8.41K +35 +3%
SPWM
3113
Spartan Planning & Wealth Management
North Carolina
$316K +$330K +1,372 New
WFA
3114
WestHill Financial Advisors
California
$315K +$14.9K +62 +5%
FZCM
3115
Flynn Zito Capital Management
New York
$314K -$4.33K -18 -1%
AFS
3116
Annapolis Financial Services
Maryland
$313K +$18.5K +77 +6%
OPOWM
3117
One Plus One Wealth Management
Florida
$313K +$240 +1 +0.1%
EWS
3118
Evergreen Wealth Solutions
Pennsylvania
$313K -$13K -54 -4%
WCAMG
3119
Woodard & Company Asset Management Group
North Carolina
$312K +$66.6K +277 +26%
CL
3120
CIM LLC
New York
$311K -$18.3K -76 -5%
OCM
3121
Orser Capital Management
Texas
$311K
KA
3122
Kercheville Advisors
Texas
$311K
AIIMS
3123
Analyst IMS Investment Management Services
Israel
$310K
YWS
3124
Yarger Wealth Strategies
Ohio
$310K +$6.25K +26 +2%
DWM
3125
Defined Wealth Management
Oregon
$310K +$10.1K +42 +3%

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.