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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
NSAM
526
North Star Asset Management
Wisconsin
$34.8M +$41.6K +173 +0.1%
GIBU
527
Gulf International Bank (UK)
United Kingdom
$34.3M -$3.62M -15,040 -9%
PP
528
Prudential plc
United Kingdom
$34.2M +$2.52M +10,488 +8%
PF
529
Phoenix Financial
Israel
$34.1M -$962K -4,001 -3%
DIA
530
Dana Investment Advisors
Wisconsin
$33.9M -$383K -1,594 -1%
Wealthfront Advisers
531
Wealthfront Advisers
California
$33.6M +$62.3K +259 +0.2%
BFO
532
Boston Family Office
Massachusetts
$33.2M +$52.9K +220 +0.2%
CNAM
533
Campbell Newman Asset Management
Wisconsin
$33.2M +$73.8K +307 +0.2%
PFO
534
Pathstone Family Office
New Jersey
$32.9M +$14.7M +60,991 +76%
ONB
535
Old National Bancorp
Indiana
$32.6M +$201K +838 +0.6%
OCM
536
Osterweis Capital Management
California
$32.4M -$2.57M -10,673 -7%
NSLI
537
Nan Shan Life Insurance
Taiwan
$32.3M +$2.54M +10,570 +8%
GBWM
538
Granite Bay Wealth Management
New Hampshire
$32.1M +$31.6M +131,505 +6,200%
SAM
539
Shell Asset Management
Netherlands
$32M -$1.44M -5,980 -4%
WCA
540
Waratah Capital Advisors
Ontario, Canada
$31.9M +$20.1M +83,577 +151%
CAI
541
Capital Advisors Inc
Oklahoma
$31.7M +$2.09M +8,697 +7%
DSAM
542
Dock Street Asset Management
Florida
$31.5M +$2.8M +11,669 +9%
IC
543
IEQ Capital
California
$31.4M +$422K +1,755 +1%
SAM
544
Silvercrest Asset Management
New York
$31.4M +$857K +3,566 +3%
EMPI
545
Elo Mutual Pension Insurance
Finland
$31.2M +$413K +1,718 +1%
VCM
546
Violich Capital Management
California
$31M -$1.45M -6,045 -4%
SDIC
547
South Dakota Investment Council
South Dakota
$31M -$3.82M -15,897 -11%
SF
548
Synovus Financial
Georgia
$30.9M -$1.06M -4,411 -3%
MWM
549
Modera Wealth Management
New Jersey
$30.9M +$482K +2,004 +2%
RT
550
Rockland Trust
Massachusetts
$30.5M +$1.99M +8,277 +7%

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.