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
GM
3376
GeoWealth Management
Illinois
$173K +$23.8K +99 +15%
SFG
3377
Steward Financial Group
Texas
$172K -$11.8K -49 -6%
CMP
3378
Coston McIsaac & Partners
Maine
$170K +$2.64K +11 +2%
EWP
3379
Elevation Wealth Partners
California
$170K
AP
3380
Atwood & Palmer
Missouri
$167K
RFA
3381
Register Financial Advisors
Georgia
$167K -$16.8K -70 -9%
POIA
3382
Pin Oak Investment Advisors
Texas
$165K -$140K -581 -45%
MLA
3383
MB, Levis & Associates
Pennsylvania
$161K
HCM
3384
Highlander Capital Management
New Jersey
$161K +$48.1K +200 +40%
AWM
3385
AllSquare Wealth Management
New York
$159K
GWMIA
3386
Global Wealth Management Investment Advisory
Florida
$159K +$24K +100 +17%
FA
3387
Financial Avengers
California
$158K +$50.2K +209 +44%
CAS
3388
Coppell Advisory Solutions
Texas
$154K +$13K +54 +8%
WIM
3389
Westside Investment Management
California
$154K
USB
3390
Union Savings Bank
Connecticut
$152K +$24K +100 +18%
ACM
3391
Antonetti Capital Management
Florida
$151K -$481 -2 -0.3%
BDS
3392
Banco de Sabadell
Florida
$150K +$54.1K +225 +53%
FCT
3393
First Community Trust
Iowa
$150K -$9.62K -40 -6%
LFASL
3394
Lugano Financial Advisors SA (LFA)
Switzerland
$148K -$133K -555 -46%
UID
3395
Union Investments & Development
Israel
$144K
DCBT
3396
Dakota Community Bank & Trust
North Dakota
$139K -$3.61K -15 -2%
BC
3397
Barrett & Company
Rhode Island
$138K
UOTTAIMCU
3398
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$138K +$137K +569 +1,962%
FSWA
3399
Financial Synergies Wealth Advisors
Texas
$132K +$120K +501 +706%
NCM
3400
Northwest Capital Management
Oregon
$129K

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.