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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
CF
501
Covea Finance
France
$38.4M +$11.6M +48,100 +40%
SCM
502
Snyder Capital Management
California
$38.3M +$2.44M +10,133 +6%
Envestnet Portfolio Solutions
503
Envestnet Portfolio Solutions
Illinois
$38.2M +$39.9M +166,085 New
PAG
504
Private Advisor Group
New Jersey
$38M +$3.83M +15,953 +11%
KIA
505
KCM Investment Advisors
California
$37.7M -$306K -1,273 -0.8%
BAMCO Inc
506
BAMCO Inc
New York
$37.7M +$913K +3,797 +2%
B
507
Bailard
California
$37.6M +$1.08M +4,486 +3%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$37.5M +$299K +1,244 +0.8%
Cetera Investment Advisers
509
Cetera Investment Advisers
Illinois
$37.5M -$239K -995 -0.6%
SFG
510
Sather Financial Group
Texas
$37.4M -$83.2K -346 -0.2%
Marshall Wace
511
Marshall Wace
United Kingdom
$37.3M +$38.6M +160,656 +10,885%
CC
512
Cornerstone Capital
California
$37.1M -$528K -2,197 -1%
CGH
513
Crossmark Global Holdings
Texas
$37M -$284K -1,181 -0.7%
KAS
514
Kestra Advisory Services
Texas
$37M +$4.92M +20,470 +15%
HWCM
515
Hudson Way Capital Management
Texas
$36.5M +$1.94M +8,057 +5%
MIFH
516
Migdal Insurance & Financial Holdings
Israel
$36.2M -$16.3K -68 -0%
WTA
517
Washington Trust Advisors
Massachusetts
$35.9M -$445K -1,852 -1%
ACM
518
Alta Capital Management
Utah
$35.9M -$800K -3,327 -2%
BCM
519
Bowie Capital Management
Texas
$35.9M -$702K -2,922 -2%
WA
520
WestEnd Advisors
North Carolina
$35.6M +$940K +3,912 +3%
CP
521
Cumberland Partners
Ontario, Canada
$35.5M -$424K -1,763 -1%
SEM
522
Suncoast Equity Management
Florida
$35.4M +$418K +1,740 +1%
RJT
523
Raymond James Trust
Florida
$35.4M +$542K +2,256 +1%
HP
524
Hikari Power
Japan
$35.3M
ZCM
525
Ziegler Capital Management
Illinois
$35.1M -$555K -2,307 -1%

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.