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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
DA
3151
DSC Advisors
Illinois
$295K -$1.92K -8 -0.6%
CC
3152
Callan Capital
California
$294K +$307K +1,279 New
ORC
3153
O'Rourke & Company
Massachusetts
$294K +$12.3K +51 +4%
AWAP
3154
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$294K +$240 +1 +0.1%
TCMP
3155
Thrive Capital Management (Pennsylvania)
Pennsylvania
$293K +$69.9K +291 +30%
VCM
3156
Vivaldi Capital Management
Illinois
$292K +$26.4K +110 +9%
CA
3157
CGN Advisors
Kansas
$292K +$3.37K +14 +1%
SFG
3158
Socha Financial Group
New York
$291K +$481 +2 +0.2%
FCCM
3159
First City Capital Management
Georgia
$291K
TC
3160
Trilogy Capital
California
$291K -$90.9K -378 -23%
SWRP
3161
Summit Wealth & Retirement Planning
California
$290K -$10.1K -42 -3%
RAM
3162
Readystate Asset Management
Illinois
$290K +$303K +1,260 New
FIBT
3163
First International Bank & Trust
North Dakota
$289K -$77.6K -323 -20%
MWM
3164
Merriman Wealth Management
Washington
$288K -$961 -4 -0.3%
FCMC
3165
Founders Capital Management (Connecticut)
Connecticut
$288K
MWM
3166
Mascoma Wealth Management
New Hampshire
$288K +$58.7K +244 +24%
SN
3167
Sittner & Nelson
Oregon
$288K -$4.81K -20 -2%
CGA
3168
Crescent Grove Advisors
Illinois
$286K +$20.2K +84 +7%
FFG
3169
Fortem Financial Group
California
$286K +$61.8K +257 +26%
FP
3170
Financial Perspectives
Minnesota
$286K
VWM
3171
Valley Wealth Managers
New Jersey
$284K +$13K +54 +5%
CHA
3172
Cooper/Haims Advisors
New York
$283K -$5.05K -21 -2%
WA
3173
Waterford Advisors
New York
$283K
RAG
3174
RIA Advisory Group
Iowa
$282K +$44.9K +187 +18%
PCA
3175
Providence Capital Advisors
North Carolina
$282K +$30.3K +126 +11%

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.