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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
DF
3501
DecisionPoint Financial
Arizona
$8.05K
BFP
3502
Briaud Financial Planning
Texas
$8K +$8.89K +37 New
LIM
3503
Longfellow Investment Management
Massachusetts
$6.44K
SA
3504
SRH Advisors
Kansas
$6.44K
YAL
3505
Your Advocates Ltd
Texas
$6.21K
TJHA
3506
Thomas J. Herzfeld Advisors
Florida
$5.06K
UFF
3507
USA Financial Formulas
Michigan
$4.37K -$138K -575 -97%
PPWM
3508
PFG Private Wealth Management
Florida
$4.14K
AWA
3509
Authentikos Wealth Advisory
California
$3.51K +$3.61K +15 New
TC
3510
Trium Capital
United Kingdom
$3.16K -$329K -1,369 -9%
MBFW
3511
Morton Brown Family Wealth
Pennsylvania
$2.3K
GWMI
3512
Guardian Wealth Management (Illinois)
Illinois
$1.86K
SWM
3513
Sanctuary Wealth Management
Idaho
$1.61K
DWA
3514
Delos Wealth Advisors
Texas
$1.48K
EC
3515
Elequin Capital
New York
$460 -$9.86K -41 -95%
LPC
3516
Lone Pine Capital
Connecticut
-$295M -1,241,941 Closed
BCM
3517
Bronte Capital Management
Australia
-$67.7M -284,917 Closed
JCM
3518
Junto Capital Management
New York
-$44.3M -186,342 Closed
SIG
3519
Senator Investment Group
New York
-$40.4M -170,000 Closed
DKCM
3520
Davidson Kempner Capital Management
New York
-$38.2M -160,811 Closed
GC
3521
Gillson Capital
Illinois
-$38.1M -160,463 Closed
RRAM
3522
River Road Asset Management
Kentucky
-$29.4M -123,877 Closed
KWILP
3523
Kiwi Wealth Investments Limited Partnership
New Zealand
-$20.9M -87,821 Closed
MCM
3524
Moore Capital Management
New York
-$18.7M -78,842 Closed
SCM
3525
Stevens Capital Management
Pennsylvania
-$16.9M -71,264 Closed

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.