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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
FAM
3401
Flaharty Asset Management
Florida
$129K +$135K +560 New
NECFA
3402
New England Capital Financial Advisors
Connecticut
$129K +$4.33K +18 +3%
CYG
3403
Clean Yield Group
Vermont
$128K +$48.1K +200 +58%
IPW
3404
Impact Partnership Wealth
Georgia
$127K -$36.1K -150 -21%
ICM
3405
Intrepid Capital Management
Florida
$127K +$44.9K +187 +52%
CPG
3406
Cornerstone Planning Group
New Jersey
$126K -$14.7K -61 -10%
TFM
3407
TFC Financial Management
Massachusetts
$125K +$11.3K +47 +9%
IA
3408
IFS Advisors
Kansas
$119K
PA
3409
PSI Advisors
Florida
$117K +$22.8K +95 +23%
TLA
3410
Tanglewood Legacy Advisors
Texas
$108K
LWA
3411
Lowe Wealth Advisors
Maryland
$108K
HWM
3412
HighMark Wealth Management
Minnesota
$106K
DCM
3413
Disciplina Capital Management
Tennessee
$105K +$240 +1 +0.2%
Canada Pension Plan Investment Board
3414
Canada Pension Plan Investment Board
Ontario, Canada
$104K
WTG
3415
West Tower Group
Virginia
$100K +$74K +308 +241%
RW
3416
RVW Wealth
California
$100K +$105K +436 New
TCM
3417
Tradewinds Capital Management
Washington
$99.4K
CTWM
3418
Cherry Tree Wealth Management
Minnesota
$98.8K
CAM
3419
Chesapeake Asset Management
New York
$97.9K -$1.92K -8 -2%
GC
3420
Globeflex Capital
California
$94.3K
MFT
3421
Moisand Fitzgerald Tamayo
Florida
$93.4K +$90.4K +376 +1,253%
IWP
3422
IAG Wealth Partners
Wisconsin
$92K +$4.81K +20 +5%
HB
3423
Horizon Bancorp
Indiana
$92K
CWA
3424
Carolina Wealth Advisors
South Carolina
$91.5K
DWMG
3425
DB Wealth Management Group
California
$88K

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.