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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
IGAM
401
iA Global Asset Management
Quebec, Canada
$58.2M +$11.7M +48,559 +24%
NYLIM
402
New York Life Investment Management
New York
$57.4M -$852K -3,546 -1%
Bank of Nova Scotia
403
Bank of Nova Scotia
Ontario, Canada
$57.3M -$7.29M -30,314 -11%
SLAM
404
Swiss Life Asset Management
$57.3M -$1.27M -5,290 -2%
CRC
405
Curi RMB Capital
Illinois
$56.7M -$589K -2,449 -1%
FFM
406
Fullerton Fund Management
Singapore
$56.3M +$8.66M +36,019 +17%
1SP
407
140 Summer Partners
New York
$55.7M +$6.51M +27,100 +13%
CQS
408
Credential Qtrade Securities
$55.6M +$1.17M +4,862 +2%
PGFC
409
Peapack-Gladstone Financial Corp
New Jersey
$55.3M +$2.97M +12,371 +5%
MCM
410
Marsico Capital Management
Colorado
$54.7M -$5.06M -21,050 -8%
Daiwa Securities Group
411
Daiwa Securities Group
Japan
$54.5M +$875K +3,639 +2%
MOACM
412
Mutual of America Capital Management
New York
$53.8M -$1.98M -8,244 -3%
AIM
413
Artemis Investment Management
United Kingdom
$53.7M -$44.8M -186,251 -44%
CCM
414
Compass Capital Management
Minnesota
$53.4M -$2.73M -11,374 -5%
BHC
415
Bowen Hanes & Co
Florida
$53.2M -$98.1K -408 -0.2%
OPERF
416
Oregon Public Employees Retirement Fund
Oregon
$53.1M -$12.4M -51,497 -18%
NLGIA
417
Nippon Life Global Investors Americas
New York
$53.1M +$8.13M +33,828 +17%
HIIFS
418
Harel Insurance Investments & Financial Services
Israel
$52.3M -$27.2M -113,137 -33%
FCI
419
Financial Counselors Inc
Kansas
$52.2M +$1.02M +4,239 +2%
YCM
420
Yousif Capital Management
Michigan
$51.9M -$2.09M -8,711 -4%
BIM
421
Bridges Investment Management
Nebraska
$51.5M -$1.81M -7,523 -3%
GT
422
Greenleaf Trust
Michigan
$51.4M +$454K +1,890 +0.9%
SCM
423
Silvant Capital Management
Georgia
$51.1M -$356K -1,481 -0.7%
AWM
424
AE Wealth Management
Kansas
$51M +$1.93M +8,010 +4%
MAM
425
Martingale Asset Management
Massachusetts
$51M -$2.51M -10,436 -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.