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Visa
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3,434 hedge funds and large institutions have $351B invested in Visa in 2023 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 1,382 increasing their positions, 1,490 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 113

29% more call options, than puts

Call options by funds: $4.21B | Put options by funds: $3.27B

8% more funds holding in top 10

Funds holding in top 10: 513 → 554 (+41)

7% more capital invested

Capital invested by funds: $329B → $351B (+$22B)

4.21% more ownership

Funds ownership: 96.04% → 100.26% (+4.2%)

1% more funds holding

Funds holding: 3,407 → 3,434 (+27)

7% less repeat investments, than reductions

Existing positions increased: 1,382 | Existing positions reduced: 1,490

Holders
3,434
Holders Change
+27
Holders Change %
+0.79%
% of All Funds
54.72%
Holding in Top 10
554
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+7.99%
% of All Funds
8.83%
New
209
Increased
1,382
Reduced
1,490
Closed
113
Calls
$4.21B
Puts
$3.27B
Net Calls
+$945M
Net Calls Change
-$574M

Top Buyers

Rank Fund Capital Flow
1
WEG
World Equity Group
Illinois
+$1.72B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$949M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$887M
4
Capital World Investors
Capital World Investors
California
+$650M
5
State Street
State Street
Massachusetts
+$573M

Top Sellers

Rank Fund Capital Flow
1
CSA
Cottage Street Advisors
Massachusetts
-$698M
2
Amundi
Amundi
France
-$414M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$312M
4
Sands Capital Management
Sands Capital Management
Virginia
-$300M
5
Credit Agricole
Credit Agricole
France
-$291M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital World Investors
26
Capital World Investors
California
$2.39B +$650M +2,918,787 +38%
Charles Schwab
27
Charles Schwab
California
$2.33B +$12.3M +55,235 +0.5%
Franklin Resources
28
Franklin Resources
California
$2.3B -$10M -45,148 -0.4%
Ameriprise
29
Ameriprise
Minnesota
$2.27B -$14.8M -66,637 -0.7%
Edgewood Management
30
Edgewood Management
Connecticut
$2.16B -$63.5M -285,417 -3%
Deutsche Bank
31
Deutsche Bank
Germany
$2.16B -$31.9M -143,506 -1%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.1B +$1.34M +6,015 +0.1%
American Century Companies
33
American Century Companies
Missouri
$2.06B -$172M -774,404 -8%
Sands Capital Management
34
Sands Capital Management
Virginia
$2.03B -$300M -1,348,994 -13%
UBS AM
35
UBS AM
Illinois
$1.97B -$19.3M -86,907 -1%
Fisher Asset Management
36
Fisher Asset Management
Washington
$1.89B +$13.3M +59,937 +0.7%
Ninety One (UK)
37
Ninety One (UK)
United Kingdom
$1.88B +$14.6M +65,664 +0.8%
Berkshire Hathaway
38
Berkshire Hathaway
Nebraska
$1.87B – – –
Polen Capital Management
39
Polen Capital Management
Florida
$1.82B -$130M -585,391 -7%
UBS Group
40
UBS Group
Switzerland
$1.66B -$9.08M -40,773 -0.6%
Brown Advisory
41
Brown Advisory
Maryland
$1.64B -$31.2M -140,290 -2%
Wells Fargo
42
Wells Fargo
California
$1.63B -$27.8M -124,756 -2%
Lazard Asset Management
43
Lazard Asset Management
New York
$1.61B +$1.99M +8,925 +0.1%
Viking Global Investors
44
Viking Global Investors
Connecticut
$1.48B +$173M +775,098 +13%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.46B -$40.8M -183,400 -3%
Amundi
46
Amundi
France
$1.42B -$414M -1,859,952 -23%
Barclays
47
Barclays
United Kingdom
$1.37B -$151M -680,081 -10%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$1.34B +$94.9M +426,148 +8%
Principal Financial Group
49
Principal Financial Group
Iowa
$1.3B -$14.1M -63,567 -1%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$1.29B -$8.91M -40,042 -0.7%
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V Hedge Fund Activity: Q1 2023 in Review

3,434 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2023, worth a combined $351B — up 6.7% from $329B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new V positions and 113 closed out — a net gain of 96 holders — while 1,382 added to existing stakes and 1,490 trimmed.

The largest buyer was World Equity Group, adding an estimated $1.72B. The largest seller was Cottage Street Advisors, cutting an estimated $698M.

  • 3,434 institutional investors held Visa (V) as of Q1 2023, up from 3,407 in Q4 2022.
  • Funds reported $351B of Visa stock for Q1 2023, up 6.7% quarter-over-quarter.
  • 209 funds opened new Visa positions in Q1 2023 and 113 closed out, a net change of +96 holders.
  • The largest Visa buyer in Q1 2023 was World Equity Group, an estimated $1.72B added.
  • The largest Visa seller in Q1 2023 was Cottage Street Advisors, an estimated $698M sold.

Based on aggregated 13F filings for Q1 2023.