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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
BFS
476
Baskin Financial Services
Ontario, Canada
$42M -$482K -2,007 -1%
Parallax Volatility Advisers
477
Parallax Volatility Advisers
California
$41.9M -$4.49M -18,675 -9%
AG
478
AIA Group
Hong Kong
$41.8M -$3.03M -12,622 -7%
AI
479
Atria Investments
North Carolina
$41.5M +$1.51M +6,279 +4%
GA
480
GuoLine Advisory
Singapore
$41.4M
MAMU
481
Marathon Asset Management (UK)
United Kingdom
$41.2M -$2.17M -9,025 -5%
Mercer Global Advisors
482
Mercer Global Advisors
Colorado
$41.1M -$1.58M -6,577 -4%
RFC
483
Regions Financial Corp
Alabama
$41.1M -$1.07M -4,435 -2%
HIM
484
HughesLittle Investment Management
$40.8M -$267K -1,110 -0.6%
ACM
485
Advisors Capital Management
New Jersey
$40.6M +$1.16M +4,814 +3%
WGAM
486
Wilkinson Global Asset Management
New York
$40.5M +$27.9K +116 +0.1%
CI
487
Cooper Investors
Australia
$40.4M +$40.9M +170,300 New
AAM
488
Ardevora Asset Management
United Kingdom
$40.3M -$33.3M -138,498 -44%
KeyBank National Association
489
KeyBank National Association
Ohio
$40.3M +$301K +1,253 +0.7%
SI
490
Stephens Inc
Arkansas
$40.2M -$4.99M -20,755 -11%
AIM
491
Avity Investment Management
Connecticut
$40.1M -$599K -2,491 -1%
OC
492
Oppenheimer & Co
New York
$39.8M +$1.72M +7,174 +4%
NP
493
NS Partners
United Kingdom
$39.7M -$346K -1,440 -0.8%
PI
494
PGGM Investments
Netherlands
$39.6M +$3.08M +12,798 +8%
AT
495
Avalon Trust
New Mexico
$39.4M -$380K -1,580 -0.9%
ICP
496
Ironvine Capital Partners
Nebraska
$39.1M +$111K +460 +0.3%
ZIC
497
ZWJ Investment Counsel
Georgia
$39.1M +$256K +1,063 +0.6%
AIM
498
Achmea Investment Management
Netherlands
$38.9M +$661K +2,750 +2%
CPSAC
499
Chas P. Smith & Associates (CPS)
Florida
$38.5M -$856K -3,560 -2%
CAM
500
Cidel Asset Management
Ontario, Canada
$38.4M +$91.3K +380 +0.2%

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.