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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
TIAA Trust, National Association
426
TIAA Trust, National Association
North Carolina
$50.6M +$52.9M +220,035 New
SFI
427
Susquehanna Fundamental Investments
Pennsylvania
$50.6M
CIP
428
Cornerstone Investment Partners
Georgia
$50.6M +$3.39M +14,109 +7%
Lord, Abbett & Co
429
Lord, Abbett & Co
New Jersey
$50.4M -$341K -1,418 -0.6%
HFS
430
Hantz Financial Services
Michigan
$50M -$264K -1,097 -0.5%
AAM
431
Advisors Asset Management
Colorado
$49.8M -$2.18M -9,065 -4%
BS
432
Banco Santander
Spain
$49.6M -$12.9M -53,712 -20%
CM
433
Cercano Management
Washington
$49.2M
GF
434
Gabelli Funds
New York
$49.1M +$643K +2,675 +1%
PWP
435
Private Wealth Partners
California
$49.1M -$538K -2,240 -1%
WTC
436
WhitTier Trust Company
Nevada
$48.9M -$293K -1,221 -0.6%
CA
437
Cortland Associates
Missouri
$48.8M -$16.5M -68,528 -24%
PA
438
Pinnacle Associates
New York
$48.7M -$368K -1,532 -0.7%
EWA
439
EP Wealth Advisors
California
$48.4M +$33.2M +137,947 +190%
XL
440
XN LP
New York
$48.4M +$6.53M +27,148 +15%
BCI
441
Brinker Capital Investments
Pennsylvania
$48.4M -$2.59M -10,767 -5%
OPS
442
Orion Portfolio Solutions
Nebraska
$48.4M -$2.59M -10,767 -5%
HCM
443
Howland Capital Management
Massachusetts
$48.1M -$185K -771 -0.4%
MCM
444
Mill Capital Management
North Carolina
$47.8M +$21.9K +91 +0%
OSAM
445
O'Shaughnessy Asset Management
Connecticut
$47.7M +$6.15M +25,567 +14%
AAIS
446
ABN AMRO Investment Solutions
$47.5M +$16.9M +70,180 +52%
ADEF
447
Adams Diversified Equity Fund
Maryland
$47.2M +$2.4M +10,000 +5%
AAM
448
Aureus Asset Management
Massachusetts
$47.2M -$1.83M -7,630 -4%
CT
449
Cambridge Trust
Massachusetts
$47.1M +$22.8K +95 +0%
FLPIM
450
F.L. Putnam Investment Management
Massachusetts
$47M +$768K +3,196 +2%

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.