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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
PWP
451
Perfromance Wealth Partners
Illinois
$46.9M -$434K -1,804 -0.9%
ELI
452
Empire Life Investments
Ontario, Canada
$46.8M +$57K +237 +0.1%
BWC
453
Blue Whale Capital
United Kingdom
$46.5M +$120K +500 +0.2%
RP
454
Riverbridge Partners
Minnesota
$46.4M -$867K -3,607 -2%
GC
455
Guggenheim Capital
Illinois
$46.3M -$5.93M -24,677 -11%
SOADOR
456
State of Alaska Department of Revenue
Alaska
$45.9M -$2.29M -9,530 -5%
SFFS
457
Stonehage Fleming Financial Services
Jersey
$45.9M -$127M -527,005 -73%
WorldQuant Millennium Advisors
458
WorldQuant Millennium Advisors
New York
$45.7M +$17M +70,845 +55%
DWM
459
Destination Wealth Management
California
$44.3M -$400K -1,665 -0.9%
PWLP
460
Prio Wealth Limited Partnership
Massachusetts
$43.7M -$599K -2,490 -1%
SCA
461
Southpoint Capital Advisors
New York
$43.7M
TAMH
462
Taikang Asset Management (HK)
Hong Kong
$43.6M
BPWM
463
Badgley Phelps Wealth Managers
Washington
$43.6M -$518K -2,153 -1%
MJRIC
464
Mogy Joel R Investment Counsel
California
$43.5M -$165K -688 -0.4%
HMP
465
HS Management Partners
New York
$43.2M -$7.68M -31,960 -15%
YIA
466
YHB Investment Advisors
Connecticut
$43.2M +$22.2M +92,205 +100%
QCM
467
QRG Capital Management
Illinois
$43M +$44.9M +187,001 New
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$42.5M -$1.02M -4,251 -2%
Thrivent Financial for Lutherans
469
Thrivent Financial for Lutherans
Minnesota
$42.5M +$986K +4,101 +2%
Connor, Clark & Lunn Investment Management (CC&L)
470
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$42.4M -$34.7M -144,531 -44%
IMPI
471
Ilmarinen Mutual Pension Insurance
Finland
$42.4M
SPIA
472
Steward Partners Investment Advisory
New York
$42.4M +$1.9M +7,900 +4%
CM
473
Castleark Management
Illinois
$42.3M -$3.92M -16,300 -8%
NA
474
NewEdge Advisors
Louisiana
$42.2M +$6.84M +28,466 +18%
Point72 Asset Management
475
Point72 Asset Management
Connecticut
$42M -$23M -95,714 -34%

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.