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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
XC
3326
XY Capital
Hong Kong
$212K +$222K +922 New
EF
3327
Exeter Financial
Arizona
$212K
BO
3328
Bank OZK
Arkansas
$211K -$48.3K -201 -18%
PP
3329
PrairieView Partners
Minnesota
$211K -$3.13K -13 -1%
ACM
3330
Ardent Capital Management
Ohio
$211K +$220K +917 New
NED
3331
Nancy E. Dempze
$210K
PFA
3332
Plotkin Financial Advisors
Maryland
$210K +$12K +50 +6%
KFS
3333
Kelly Financial Services
Massachusetts
$210K +$481 +2 +0.2%
SWM
3334
Soundmark Wealth Management
Washington
$210K +$219K +911 New
FFP
3335
Forbes Financial Planning
Rhode Island
$208K
CRI
3336
Colonial River Investments
Virginia
$207K -$26.4K -110 -11%
AIA
3337
Affinity Investment Advisors
California
$207K -$11.5K -48 -5%
PAIM
3338
Punch & Associates Investment Management
Minnesota
$207K
SC
3339
Schulhoff & Co
Ohio
$207K
ST
3340
Sentinel Trust
Texas
$207K +$216K +900 New
WA
3341
Wealthstar Advisors
Texas
$207K +$216K +900 New
KWM
3342
KFG Wealth Management
Indiana
$207K +$3.85K +16 +2%
GKIM
3343
GW&K Investment Management
Massachusetts
$206K +$10.3K +43 +5%
CA
3344
CSM Advisors
Pennsylvania
$205K
IIA
3345
Integral Investment Advisors
California
$205K
SWP
3346
ShoreHaven Wealth Partners
New Jersey
$205K
CSIA
3347
Charles Schwab Investment Advisory
California
$204K +$10.8K +45 +5%
FPGK
3348
Financial Partners Group (Kansas)
Kansas
$204K -$9.86K -41 -5%
IFAM
3349
Institutional & Family Asset Management
Colorado
$204K
BHBT
3350
Burke & Herbert Bank & Trust
Virginia
$204K

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.