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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
KCFA
3226
Key Client Fiduciary Advisors
New Jersey
$258K +$6.97K +29 +3%
BRA
3227
Bender Robert & Associates
California
$258K
APG
3228
Abacus Planning Group
South Carolina
$257K +$16.1K +67 +6%
BC
3229
Brio Consultants
California
$257K +$19.7K +82 +8%
GCP
3230
Garda Capital Partners
Minnesota
$257K +$269K +1,118 New
HPIA
3231
Hamilton Point Investment Advisors
North Carolina
$256K +$12K +50 +5%
PAG
3232
Powers Advisory Group
Illinois
$253K +$10.3K +43 +4%
AWS
3233
Arkfeld Wealth Strategies
Nebraska
$253K
NIM
3234
Nexus Investment Management
Ontario, Canada
$253K
AFM
3235
Armstrong Fleming & Moore
District of Columbia
$252K
SWK
3236
Stephen W. Kidder
$252K -$8.41K -35 -3%
TLFA
3237
True Link Financial Advisors
California
$252K +$49.3K +205 +23%
AIA
3238
AIMZ Investment Advisors
California
$252K
HWM
3239
Horizon Wealth Management
Illinois
$251K
IWM
3240
Integris Wealth Management
California
$251K +$7.93K +33 +3%
WWMSC
3241
Wagner Wealth Management (South Carolina)
South Carolina
$251K
MHIC
3242
Marble Harbor Investment Counsel
Massachusetts
$249K +$52.6K +219 +25%
BCMLT
3243
Beacon Capital Management LLC (Tennessee)
Tennessee
$249K
PMG
3244
Private Management Group
California
$249K +$27.6K +115 +12%
FMI
3245
F/M Investments
District of Columbia
$247K +$13K +54 +5%
AR
3246
Apeiron RIA
Texas
$247K -$19.5K -81 -7%
WCG
3247
Weaver Consulting Group
California
$247K
FWP
3248
Falcon Wealth Planning
California
$246K -$32.2K -134 -11%
NCM
3249
Neumann Capital Management
California
$246K
CWA
3250
Consilio Wealth Advisors
Washington
$245K -$2.4K -10 -0.9%

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.