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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
NWM
626
Nicola Wealth Management
British Columbia, Canada
$24.4M -$1.8M -7,500 -7%
ECM
627
ExodusPoint Capital Management
New York
$24.2M +$8.91M +37,076 +54%
HCMG
628
Howard Capital Management Group
California
$24M +$133K +554 +0.5%
TAM
629
Trillium Asset Management
Massachusetts
$24M -$558K -2,323 -2%
NEI
630
Northwest & Ethical Investments
Ontario, Canada
$23.9M +$2.25M +9,346 +10%
TI
631
Tidal Investments
Wisconsin
$23.8M +$1.98M +8,217 +9%
ZAM
632
Zevin Asset Management
Massachusetts
$23.8M +$536K +2,228 +2%
PAI
633
Pittenger & Anderson Inc
Nebraska
$23.7M +$300K +1,248 +1%
BF
634
BOK Financial
Oklahoma
$23.6M -$895K -3,723 -4%
DS
635
Dudley & Shanley
Florida
$23.3M -$2.4K -10 -0%
CA
636
Cetera Advisors
Colorado
$23.3M +$2.35M +9,783 +11%
AWM
637
Absher Wealth Management
North Carolina
$23.3M +$201K +835 +0.8%
GIM
638
Grassi Investment Management
California
$23.2M -$83.9K -349 -0.3%
SCM
639
Steadfast Capital Management
New York
$23.2M
CTA
640
Chesley Taft & Associates
Illinois
$23.2M -$4.33K -18 -0%
AAS
641
Avantax Advisory Services
Texas
$23.2M +$128K +533 +0.5%
HTI
642
Hikari Tsushin Inc
Japan
$23.1M
CCP
643
Caden Capital Partners
California
$22.9M -$13M -54,068 -35%
ACA
644
Aptus Capital Advisors
Alabama
$22.9M +$941K +3,916 +4%
ATC
645
Argent Trust Co
Tennessee
$22.9M +$201K +837 +0.8%
LSERS
646
Louisiana State Employees Retirement System
Louisiana
$22.9M -$120K -500 -0.5%
CIC
647
Carnegie Investment Counsel
Ohio
$22.7M -$586K -2,439 -2%
BRWA
648
B. Riley Wealth Advisors
Florida
$22.7M +$810K +3,371 +4%
AHC
649
Adell Harriman & Carpenter
Texas
$22.6M +$333K +1,386 +1%
CGIM
650
Capital Group Investment Management
Singapore
$22.4M -$4.38M -18,217 -16%

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.