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
RIP
3251
RAM Investment Partners
Washington
$245K +$3.37K +14 +1%
SBF
3252
Sara-Bay Financial
Florida
$243K
CAM
3253
Costello Asset Management
Pennsylvania
$243K +$12K +50 +5%
SRG
3254
SBB Research Group
Illinois
$243K +$481 +2 +0.2%
LCGC
3255
Legacy Capital Group California
California
$243K +$24.8K +103 +11%
EWM
3256
Elevatus Welath Management
New York
$242K +$253K +1,053 New
GWAG
3257
Garrett Wealth Advisory Group
Texas
$242K -$11.5K -48 -4%
NC
3258
NovaPoint Capital
Georgia
$242K -$34.1K -142 -12%
VI
3259
Versor Investments
New York
$242K -$315K -1,312 -56%
GWA
3260
Geometric Wealth Advisors
District of Columbia
$242K
KBC
3261
Key Bridge Compliance
$241K +$252K +1,048 New
VIA
3262
Virtus Investment Advisers
Connecticut
$241K -$29.3K -122 -10%
FNBTCON
3263
First National Bank & Trust Co of Newtown
Pennsylvania
$241K
PA
3264
Prism Advisors
California
$240K
GS
3265
GTS Securities
New York
$240K -$6.79M -28,228 -96%
BIA
3266
Bell Investment Advisors
California
$240K +$961 +4 +0.4%
HWMG
3267
Hurlow Wealth Management Group
Indiana
$239K +$250K +1,040 New
UI
3268
Unconventional Investor
New Hampshire
$238K
EA
3269
Eclectic Associates
California
$238K +$16.8K +70 +7%
TCB
3270
Texas Capital Bancshares
Texas
$237K +$6.73K +28 +3%
NAG
3271
Northstar Advisory Group
New Jersey
$236K +$247K +1,026 New
GAA
3272
Green Alpha Advisors
Colorado
$236K
WCFA
3273
Walkner Condon Financial Advisors
Wisconsin
$236K +$15.9K +66 +7%
EM
3274
ELCO Management
New York
$235K
BMA
3275
Brooks Moore & Associates
Tennessee
$235K

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.