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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
MSE
3476
MUFG Securities EMEA
United Kingdom
$26.9K -$661M -2,749,883 -100%
BHWM
3477
Beaird Harris Wealth Management
Texas
$26.7K +$3.37K +14 +14%
HWP
3478
Hibernia Wealth Partners
Louisiana
$25.3K +$26.4K +110 New
AS
3479
Altshuler Shaham
Israel
$25.3K +$26.4K +110 New
SC
3480
Steph & Co
Wisconsin
$23.2K
GWSA
3481
Global Wealth Strategies & Associates
Colorado
$23K
LFA
3482
Legend Financial Advisors
Pennsylvania
$23K
HWP
3483
Highline Wealth Partners
California
$22.3K +$7.21K +30 +45%
RG
3484
Retirement Group
California
$20.7K -$7.45K -31 -26%
GIS
3485
Grayhawk Investment Strategies
Alberta, Canada
$20K
BCPWM
3486
Bradley & Co Private Wealth Management
Florida
$19.3K
JMF
3487
Johnson Midwest Financial
Iowa
$18.4K
NF
3488
Norwood Financial
Pennsylvania
$17.3K
QL
3489
Quarry LP
New York
$16.8K +$17.5K +73 New
WFA
3490
West Financial Advisors
Iowa
$16.6K
FIM
3491
FWL Investment Management
Texas
$16.1K +$16.8K +70 New
CCC
3492
Chelsea Counsel Company
California
$11.5K -$74.5K -310 -86%
LFA
3493
Level Financial Advisors
New York
$11K
ECM
3494
Everence Capital Management
Indiana
$11K +$4.81K +20 +0%
HRC
3495
Hoertkorn Richard Charles
$10.6K
FWA
3496
FSC Wealth Advisors
New York
$10.6K
PO
3497
Private Ocean
California
$10.3K -$214K -890 -95%
PS
3498
PayPay Securities
Japan
$9.89K +$1.68K +7 +19%
CWM
3499
Cranbrook Wealth Management
Michigan
$8.98K
RIM
3500
Ranger Investment Management
Texas
$8.97K

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.