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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
AIP
3201
Almanack Investment Partners
Pennsylvania
$269K -$66.8K -278 -19%
AAG
3202
Armstrong Advisory Group
Massachusetts
$268K -$28.1K -117 -9%
GAM
3203
Garrison Asset Management
Arkansas
$265K -$11.3K -47 -4%
SFCL
3204
Strengthening Families & Communities LLC
Massachusetts
$265K -$50K -208 -15%
OC
3205
Oarsman Capital
Wisconsin
$264K +$25.2K +105 +10%
ODG
3206
O'Dell Group
Ohio
$264K
PTC
3207
Petrus Trust Company
Texas
$264K -$116K -484 -30%
MIM
3208
Marco Investment Management
Georgia
$262K +$10.3K +43 +4%
FAN
3209
Financial Advisors Network
California
$262K +$274K +1,140 New
BDF
3210
Black Diamond Financial
Maryland
$262K +$32.2K +134 +13%
EL
3211
Essex LLC
Illinois
$262K -$20.7K -86 -7%
VCM
3212
Verde Capital Management
Michigan
$261K +$273K +1,136 New
MLFP
3213
MPS Loria Financial Planners
Illinois
$261K
TWM
3214
Triton Wealth Management
Arizona
$261K
BDFN
3215
Bond & Devick Financial Network
Minnesota
$261K
HIG
3216
Heritage Investment Group
Florida
$261K +$37.3K +155 +16%
RB
3217
Rodgers Brothers
Pennsylvania
$260K -$1.44K -6 -0.5%
FWM
3218
Fortress Wealth Management
California
$260K +$2.64K +11 +1%
PSF
3219
Pacific Sun Financial
California
$260K +$4.81K +20 +2%
COCM
3220
Charter Oak Capital Management
New Hampshire
$260K
CWM
3221
Cherrydale Wealth Management
New Jersey
$259K +$4.33K +18 +2%
LF
3222
LifeSteps Financial
California
$259K +$19.7K +82 +8%
JF
3223
Jump Financial
Illinois
$258K -$12.5M -51,922 -98%
WB
3224
West Bancorporation
Iowa
$258K +$9.37K +39 +4%
CWM
3225
Campbell Wealth Management
Virginia
$258K +$40.9K +170 +18%

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.