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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
GG
3426
Gleason Group
Kentucky
$83.2K +$240 +1 +0.3%
BHWM
3427
Bay Harbor Wealth Management
Maryland
$82.8K -$961 -4 -1%
Legacy Financial Group (Iowa)
3428
Legacy Financial Group (Iowa)
Iowa
$82.4K +$86.1K +358 New
RDIA
3429
RE Dickinson Investment Advisors
Iowa
$82K +$26.9K +112 +46%
PG
3430
Proffitt & Goodson
Tennessee
$81K
TC
3431
Tacita Capital
Ontario, Canada
$79.4K
CJL
3432
Cyrus J. Lawrence
New York
$78K
WOSD
3433
WFA of San Diego
California
$74.8K
TC
3434
Truvestments Capital
Florida
$72.9K +$9.13K +38 +14%
SV
3435
Sturgeon Ventures
United Kingdom
$71.8K
EA
3436
Evolution Advisers
Virginia
$71K
RA
3437
Rise Advisors
New York
$70.9K +$34.1K +142 +86%
BBPWM
3438
Blue Bell Private Wealth Management
Pennsylvania
$70.6K -$6.01K -25 -8%
NC
3439
NewSquare Capital
Pennsylvania
$68.8K +$6.01K +25 +9%
IRC
3440
Investors Research Corp
Georgia
$68.3K +$3.85K +16 +6%
RBC
3441
Roble Belko & Company
Pennsylvania
$68K
AW
3442
Avion Wealth
Texas
$68K +$4.57K +19 +7%
MIM
3443
Macroview Investment Management
Maryland
$66.9K +$63.7K +265 +1,019%
AWM
3444
Activest Wealth Management
Florida
$65.8K -$42.1K -175 -38%
HF
3445
Halpern Financial
Virginia
$65.6K +$52.4K +218 +325%
HH
3446
HWG Holdings
Texas
$62.1K
MFG
3447
Mendota Financial Group
Wisconsin
$62.1K
ICM
3448
Islay Capital Management
Texas
$57.5K -$24K -100 -29%
SC
3449
Stephens Consulting
Michigan
$55.6K
T2I
3450
Turim 21 Investimentos
Brazil
$55.2K

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.