We are live on ! Find out more

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
LCM
576
Laurion Capital Management
New York
$28.5M +$29.8M +124,071 New
Tudor Investment Corp
577
Tudor Investment Corp
Connecticut
$28.4M +$29.1M +120,924 +4,862%
CHP
578
Castle Hook Partners
New York
$28.3M -$6.25M -25,996 -17%
NPF
579
Norris Perne & French
Michigan
$28.3M -$78.8K -328 -0.3%
ACIM
580
Azimuth Capital Investment Management
Michigan
$28.3M -$137K -569 -0.5%
ACI
581
Alpha Cubed Investments
California
$28.2M +$2.61M +10,850 +10%
CWM
582
Congress Wealth Management
Massachusetts
$28.2M +$921K +3,832 +3%
TMAM
583
Tokio Marine Asset Management
Japan
$28.2M -$1.28M -5,345 -4%
BWP
584
Baldwin Wealth Partners
Massachusetts
$28M -$469K -1,951 -2%
KPWS
585
Kestra Private Wealth Services
Texas
$27.9M +$5.02M +20,881 +21%
OA
586
Oak Associates
Ohio
$27.9M -$61.5K -256 -0.2%
OIAM
587
OFI Invest Asset Management
France
$27.9M -$183K -760 -0.6%
FAB
588
First American Bank
Illinois
$27.9M -$586K -2,438 -2%
CCA
589
Cobblestone Capital Advisors
New York
$27.8M -$84.1K -350 -0.3%
MC
590
Montag & Caldwell
Georgia
$27.7M -$7.92M -32,946 -21%
Lido Advisors
591
Lido Advisors
California
$27.7M +$520K +2,164 +2%
VIM
592
Vancity Investment Management
British Columbia, Canada
$27.7M
DBG
593
De Burlo Group
Massachusetts
$27.6M +$2.15M +8,925 +8%
NW
594
NewEdge Wealth
Pennsylvania
$27.6M +$2.43M +10,127 +9%
NMIFOAC
595
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$27.4M
WP
596
Wedgewood Partners
Missouri
$27.3M -$13.9M -57,824 -33%
NOCM
597
Night Owl Capital Management
Connecticut
$27.3M -$2.88K -12 -0%
Balyasny Asset Management
598
Balyasny Asset Management
Illinois
$27.3M -$235M -977,203 -89%
FBB
599
Fulton Breakefield Broenniman
Maryland
$27.2M -$83.2K -346 -0.3%
RMA
600
Roffman Miller Associates
Pennsylvania
$27.2M +$499K +2,077 +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.