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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
ARIS
3576
Advanced Research Investment Solutions
California
-$298K -1,256 Closed
FL
3577
Fort LP
Maryland
-$275K -1,156 Closed
BL
3578
BFSG LLC
California
-$255K -1,073 Closed
TW
3579
Towerpoint Wealth
California
-$243K -1,024 Closed
YWM
3580
Yoder Wealth Management
California
-$239K -1,008 Closed
W
3581
WealthOne
New York
-$238K -1,001 Closed
WWP
3582
Waypoint Wealth Partners
California
-$230K -970 Closed
MHWM
3583
Montz Harcus Wealth Management
Louisiana
-$229K -965 Closed
WQ
3584
Wealth Quarterback
New Jersey
-$220K -927 Closed
SFS
3585
Solitude Financial Services
Virginia
-$214K -903 Closed
UC
3586
Unio Capital
New Jersey
-$213K -898 Closed
ML
3587
Mayport LLC
Massachusetts
-$209K -881 Closed
RIA
3588
RPG Investment Advisory
California
-$209K -879 Closed
MSWM
3589
McGlone Suttner Wealth Management
Wisconsin
-$207K -871 Closed
EP
3590
EPIQ Partners
Minnesota
-$206K -868 Closed
CFA
3591
Capstone Financial Advisors
Illinois
-$206K -866 Closed
SIG
3592
Spinnaker Investment Group
California
-$206K -866 Closed
STB
3593
S&T Bank
Pennsylvania
-$206K -864 Closed
GB
3594
Goepper Burkhardt
South Carolina
-$204K -857 Closed
MCM
3595
Mattern Capital Management
Colorado
-$202K -852 Closed
AAM
3596
American Asset Management
Florida
-$202K -850 Closed
JWS
3597
Juncture Wealth Strategies
Arizona
-$202K -850 Closed
GITFIT
3598
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
-$190K -800 Closed
TAIM
3599
TD Ameritrade Investment Management
Nebraska
-$190K -799 Closed
BC
3600
BIT Capital
Germany
-$179K -752 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.