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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
CCMG
351
Clark Capital Management Group
Pennsylvania
$76.5M +$12.1M +50,161 +18%
TPSF
352
Texas Permanent School Fund
Texas
$76.4M -$1.76M -7,325 -2%
GRQ
353
Gardner Russo & Quinn
Pennsylvania
$76.2M -$646K -2,687 -0.8%
II
354
IFM Investors
Australia
$76.1M +$2.23M +9,271 +3%
COPPSERS
355
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$74.3M +$9.82M +40,850 +14%
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$73.4M +$3.37M +14,012 +5%
CFM
357
Coronation Fund Managers
South Africa
$72.9M -$1.6M -6,674 -2%
LWCA
358
Locust Wood Capital Advisers
New York
$72.9M +$8.71M +36,232 +13%
WHG
359
Westwood Holdings Group
Texas
$72.8M -$2.6M -10,810 -3%
SIG
360
Stonegate Investment Group
Alabama
$72.7M -$200K -832 -0.3%
MRG
361
Milestone Resources Group
British Virgin Islands
$72.5M
UB
362
UMB Bank
Missouri
$71.1M +$7.4M +30,784 +11%
VanEck Associates
363
VanEck Associates
New York
$70.6M +$2.85M +11,851 +4%
CBUSF
364
Construction & Building Unions Superannuation Fund
Australia
$70.6M -$23.6M -98,324 -24%
VLKIM
365
Van Lanschot Kempen Investment Management
Netherlands
$70.5M +$11.6M +48,377 +19%
DAM
366
Davis Asset Management
California
$69M
MVIP
367
Mar Vista Investment Partners
California
$68.8M -$4.61M -19,161 -6%
ASC
368
Atalanta Sosnoff Capital
New York
$67.2M +$14.3M +59,373 +26%
CI
369
Clal Insurance
Israel
$66.8M -$21.9M -91,000 -24%
ACM
370
Argent Capital Management
Missouri
$66.7M -$3.58M -14,911 -5%
NAM
371
Nissay Asset Management
Japan
$66.7M -$12.6M -52,278 -15%
MCM
372
MAI Capital Management
Ohio
$65.8M -$1.52M -6,303 -2%
SL
373
Summitry LLC
California
$65.7M +$441K +1,836 +0.6%
MIP
374
Mondrian Investment Partners
United Kingdom
$65.7M -$12.1M -50,320 -15%
CTB
375
Country Trust Bank
Illinois
$64.9M -$2.6M -10,811 -4%

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.