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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
MTIM
3276
Marathon Trading Investment Management
Pennsylvania
$235K +$245K +1,020 New
HGWM
3277
Horst & Graben Wealth Management
Oregon
$234K +$240 +1 +0.1%
RWG
3278
Ratio Wealth Group
Colorado
$233K +$7.21K +30 +3%
CMBA
3279
C.M. Bidwell & Associates
Hawaii
$232K -$2.64K -11 -1%
AI
3280
ArchPoint Investors
Florida
$230K
BWM
3281
BigSur Wealth Management
Florida
$230K
MIM
3282
Merrion Investment Management
New Jersey
$230K
EC
3283
EdgeRock Capital
Colorado
$230K +$240K +999 New
AW
3284
Apricus Wealth
South Carolina
$230K -$18K -75 -7%
SFG
3285
Sterling Financial Group
California
$229K
VW
3286
Vance Wealth
California
$229K
RP
3287
Rowlandmiller & Partners
Georgia
$229K -$3.13K -13 -1%
RIS
3288
Retirement Income Solutions
Michigan
$228K -$144K -600 -38%
BSAM
3289
Blue Square Asset Management
New York
$228K -$5.05K -21 -2%
AIMC
3290
Alley Investment Management Company
Illinois
$228K
MAA
3291
Matrix Asset Advisors
New York
$226K
KWA
3292
Kellett Wealth Advisors
Ohio
$226K +$236K +981 New
VCAM
3293
Van Cleef Asset Management
Ohio
$225K -$2.4K -10 -1%
EWM
3294
Edge Wealth Management
New York
$225K
PWM
3295
Prosperity Wealth Management
California
$225K
CMI
3296
Clare Market Investments
Texas
$225K +$240 +1 +0.1%
TDC
3297
Thompson Davis & Co
Virginia
$224K -$25.7K -107 -10%
4WM
3298
4J Wealth Management
Virginia
$224K +$2.88K +12 +1%
CAM
3299
Crestone Asset Management
Colorado
$224K +$7.45K +31 +3%
BA
3300
Bridge Advisory
California
$223K +$12.5K +52 +6%

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.