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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
AAS
651
Annex Advisory Services
Wisconsin
$22.4M +$3.26M +13,568 +16%
NFGCM
652
Norman Fields Gottscho Capital Management
New York
$22.3M -$114K -475 -0.5%
PCM
653
Palisade Capital Management
New Jersey
$22.3M -$107K -446 -0.5%
WBC
654
Westpac Banking Corp
Australia
$22.2M -$7.22M -30,042 -24%
SIA
655
Sit Investment Associates
Minnesota
$22.2M -$182K -757 -0.8%
LF
656
Longbow Finance
Switzerland
$22.1M -$78.4K -326 -0.3%
VM
657
Venator Management
Pennsylvania
$22.1M +$1.53M +6,379 +7%
GT
658
Glenview Trust
Kentucky
$22M +$2.52M +10,494 +12%
RC
659
RBF Capital
California
$21.9M
LOAME
660
Lombard Odier Asset Management (Europe)
United Kingdom
$21.8M -$2.78M -11,554 -11%
DILIC
661
Dai-ichi Life Insurance Company
Japan
$21.7M -$71.6K -298 -0.3%
AP
662
Archon Partners
New Jersey
$21.6M
AIM
663
Anchor Investment Management
South Carolina
$21.6M +$243K +1,013 +1%
GJCM
664
Grand Jean Capital Management
California
$21.6M +$117K +485 +0.6%
EWA
665
Exencial Wealth Advisors
Oklahoma
$21.4M -$2.33M -9,707 -9%
TAM
666
Tocqueville Asset Management
New York
$21M -$175K -727 -0.8%
Citadel Advisors
667
Citadel Advisors
Florida
$21M -$192M -800,387 -90%
PR
668
Payden & Rygel
California
$21M +$5M +20,800 +30%
PRIG
669
Payden & Rygel Investment Group
California
$21M +$21.9M +91,300 New
TRCT
670
Tower Research Capital (TRC)
New York
$21M +$9.9M +41,204 +82%
LOM
671
LTS One Management
New York
$20.7M +$21.6M +90,000 New
TAM
672
Thematics Asset Management
France
$20.7M -$23.1K -96 -0.1%
FNT
673
First National Trust
Pennsylvania
$20.4M +$366K +1,521 +2%
GHA
674
GW Henssler & Associates
Georgia
$20.4M -$195K -810 -0.9%
GGI
675
Godsey & Gibb Inc
Virginia
$20.4M -$319K -1,329 -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.