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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
PNC
601
Park National Corp
Ohio
$27.1M -$1.26M -5,258 -4%
DA
602
Dillon & Associates
Michigan
$27.1M +$108K +451 +0.4%
NRS
603
Neville Rodie & Shaw
New York
$26.9M -$124K -514 -0.4%
FLII
604
First Long Island Investors
New York
$26.9M +$49.5K +206 +0.2%
EI
605
Ethic Inc
New York
$26.9M +$2.37M +9,849 +9%
TBA
606
Tower Bridge Advisors
Pennsylvania
$26.8M -$11.1K -46 -0%
WC
607
Westwind Capital
New Mexico
$26.6M -$86.3K -359 -0.3%
SAM
608
Securian Asset Management
Minnesota
$26.5M -$4.94M -20,540 -15%
Jones Financial Companies
609
Jones Financial Companies
Missouri
$26.4M -$1.47M -6,104 -5%
ECU
610
Eisler Capital (UK)
United Kingdom
$26.4M +$25.6M +106,314 +1,257%
GAM
611
Guinness Asset Management
United Kingdom
$26.3M +$1.54M +6,413 +6%
AA
612
ALPS Advisors
Colorado
$26.3M +$11.9M +49,598 +77%
PP
613
Patten & Patten
Tennessee
$26.2M -$238K -991 -0.9%
JAFL
614
Jay A. Fishman Ltd
Michigan
$26M +$727K +3,025 +3%
LRPA
615
L. Roy Papp & Associates
Arizona
$26M -$256K -1,064 -0.9%
AWS
616
Atria Wealth Solutions
New York
$26M +$779K +3,240 +3%
HIMCH
617
Hartford Investment Management Co (HIMCO)
Connecticut
$25.9M -$1.01M -4,206 -4%
BBI
618
Baxter Bros Inc
Connecticut
$25.6M -$313K -1,303 -1%
EB
619
Eastern Bank
Massachusetts
$25.4M -$9.62K -40 -0%
AP
620
Appleton Partners
Massachusetts
$25M -$939K -3,907 -3%
CA
621
Cornerstone Advisors
North Carolina
$24.6M -$11.5M -47,700 -31%
WAM
622
Wilson Asset Management
Australia
$24.6M -$1.02M -4,223 -4%
O
623
Ossiam
France
$24.6M +$7.77M +32,319 +43%
TNB
624
Thomasville National Bank
Georgia
$24.5M +$66.6K +277 +0.3%
PC
625
Port Capital
Illinois
$24.4M -$21.9K -91 -0.1%

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.