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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
CWM
3351
Chemistry Wealth Management
New York
$203K +$212K +884 New
PF
3352
Parker Financial
Washington
$203K -$108K -450 -34%
SP
3353
SWS Partners
Ohio
$203K -$9.37K -39 -4%
SA
3354
Scarborough Advisors
Maryland
$203K +$212K +881 New
AF
3355
Affiance Financial
Minnesota
$202K -$2.64K -11 -1%
ODIJL
3356
One Day In July LLC
Vermont
$202K +$212K +880 New
RIM
3357
Reliant Investment Management
Tennessee
$201K +$3.13K +13 +2%
LA
3358
Lifeworks Advisors
Michigan
$200K -$24.5K -102 -10%
FMP
3359
Financial Management Professionals
Texas
$200K -$13.5K -56 -6%
NMG
3360
New Millennium Group
Utah
$195K
FWM
3361
Focused Wealth Management
New York
$192K -$2.4K -10 -1%
FCMT
3362
Founders Capital Management (Texas)
Texas
$192K +$8.41K +35 +4%
AWM
3363
Abound Wealth Management
Tennessee
$191K +$2.64K +11 +1%
SAM
3364
Sycomore Asset Management
France
$189K -$28.8K -120 -13%
FDCC
3365
Foster Dykema Cabot & Co
Massachusetts
$189K +$12K +50 +6%
VNA
3366
Valley National Advisers
Pennsylvania
$188K +$20.4K +85 +12%
TWP
3367
TFO Wealth Partners
Ohio
$187K +$721 +3 +0.4%
TIM
3368
Tortoise Investment Management
New York
$182K +$2.88K +12 +2%
CWAF
3369
Core Wealth Advisors (Florida)
Florida
$182K
EARNEST Partners
3370
EARNEST Partners
Georgia
$180K
TFGT
3371
TS Financial Group (TSFG)
Illinois
$178K
BFPW
3372
BOK Financial Private Wealth
Colorado
$176K
DAL
3373
Delta Accumulation LLC
California
$176K +$240 +1 +0.1%
TAM
3374
Tucker Asset Management
Colorado
$175K +$1.68K +7 +0.9%
MIHAS
3375
Maj Invest Holding A/S
Denmark
$173K

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.