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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
CW
3301
Cook Wealth
North Carolina
$222K
FWA
3302
Freedom Wealth Alliance
Wisconsin
$222K -$49.5K -206 -18%
GWI
3303
Grace & White Inc
New York
$221K
FWM
3304
FSA Wealth Management
Massachusetts
$220K +$14.2K +59 +7%
HS
3305
Horan Securities
United States
$220K -$961 -4 -0.4%
FWM
3306
FFT Wealth Management
Pennsylvania
$219K -$1.68K -7 -0.7%
JJBC
3307
James J. Burns & Company
New York
$219K +$481 +2 +0.2%
VCWA
3308
Vanguard Capital Wealth Advisors
Colorado
$219K -$1.2K -5 -0.5%
OGF
3309
Orin Green Financial
California
$218K
LC
3310
Landaas & Company
Wisconsin
$218K
RWMG
3311
Redwood Wealth Management Group
New Jersey
$218K
JF
3312
Joule Financial
Kentucky
$218K -$11.5K -48 -5%
WA
3313
Wealthstream Advisors
New York
$217K +$227K +945 New
MP
3314
McDonald Partners
Ohio
$217K
JSAM
3315
J. Safra Asset Management
New York
$217K
TF
3316
Tompkins Financial
New York
$217K
CCA
3317
Cadent Capital Advisors
Oklahoma
$217K -$721 -3 -0.3%
WP
3318
Wealthspan Partners
Iowa
$215K -$7.21K -30 -3%
ONST
3319
Old North State Trust
North Carolina
$214K -$9.62K -40 -4%
EPWM
3320
Essex Private Wealth Management
Massachusetts
$214K
LWMG
3321
Levy Wealth Management Group
Pennsylvania
$214K
NA
3322
Nottingham Advisors
New York
$213K -$96.1K -400 -30%
HFA
3323
Highland Financial Advisors
New Jersey
$213K -$6.97K -29 -3%
GCA
3324
Greenwood Capital Associates
South Carolina
$213K -$6.49K -27 -3%
TMWM
3325
Taylor & Morgan Wealth Management
Michigan
$213K +$240 +1 +0.1%

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.