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
OAJ
3451
Ogorek Anthony Joseph
New York
$51K
DFA
3452
DHJJ Financial Advisors
Illinois
$50.8K +$53.1K +221 New
EFMH
3453
E Fund Management (HK)
Hong Kong
$49K +$51.4K +214 New
TCM
3454
TD Capital Management
Tennessee
$46.6K
BCM
3455
Bourgeon Capital Management
Connecticut
$43.7K
TFA
3456
Transamerica Financial Advisors
Florida
$42K +$43K +179 +17,900%
RDFA
3457
Ritter Daniher Financial Advisory
Ohio
$41.2K
EAM
3458
Eukles Asset Management
Ohio
$40.5K
MDCM
3459
Morgan Dempsey Capital Management
Wisconsin
$40.3K
JFG
3460
JDM Financial Group
Texas
$38.2K
RF
3461
Robinswood Financial
Washington
$38K
CIR
3462
Clear Investment Research
Georgia
$36.4K -$481 -2 -1%
PCM
3463
Perritt Capital Management
Illinois
$36.3K +$1.68K +7 +5%
CMA
3464
Cedar Mountain Advisors
Oregon
$36.1K
CFG
3465
CKW Financial Group
Hawaii
$35K
MFA
3466
McClarren Financial Advisors
Pennsylvania
$35K
FIA
3467
FNY Investment Advisers
New York
$35K +$25.7K +107 +228%
MCA
3468
Maryland Capital Advisors
Maryland
$34.5K
FFL
3469
Financial Freedom LLC
Ohio
$34K
PP
3470
PFS Partners
New Jersey
$33.7K
PWA
3471
Provenance Wealth Advisors
Florida
$33.6K +$35.1K +146 New
NSG
3472
Nalls Sherbakoff Group
Tennessee
$32.7K +$28.8K +120 +545%
SCA
3473
Stuart Chaussee & Associates
California
$32.7K
EIM
3474
Essex Investment Management
Massachusetts
$32.4K
AA
3475
AlphaMark Advisors
Kentucky
$29K

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.