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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
CCM
726
Copeland Capital Management
Pennsylvania
$18M -$540K -2,247 -3%
AC
727
Addenda Capital
Quebec, Canada
$18M -$265K -1,101 -1%
SGK
728
Steigerwald Gordon & Koch
Virginia
$17.9M +$102K +425 +0.5%
GGS
729
Galvin Gaustad & Stein
Arizona
$17.9M +$223K +927 +1%
HCMT
730
Highland Capital Management (Tennessee)
Tennessee
$17.7M -$265K -1,101 -1%
BWFA
731
Baltimore-Washington Financial Advisors
Maryland
$17.7M +$20.9K +87 +0.1%
AC
732
Avenir Corporation
Virginia
$17.6M -$27.4K -114 -0.1%
ERIM
733
Eagle Ridge Investment Management
Connecticut
$17.6M -$286K -1,188 -2%
BCAM
734
Boston Common Asset Management
Massachusetts
$17.6M -$118K -489 -0.6%
MC
735
Moors & Cabot
Massachusetts
$17.6M -$32.5K -135 -0.2%
OMC
736
Overbrook Management Corp
New York
$17.5M +$5.68M +23,645 +45%
SSA
737
South Street Advisors
New York
$17.5M +$50.5K +210 +0.3%
WAM
738
Wallington Asset Management
Indiana
$17.5M +$76K +316 +0.4%
CTC
739
Central Trust Company
Missouri
$17.5M +$62.5K +260 +0.3%
HWM
740
HB Wealth Management
Georgia
$17.5M +$1.23M +5,114 +7%
CGA
741
Compound Global Advisors
Washington
$17.5M -$6.37M -26,486 -26%
SC
742
SouthState Corp
Florida
$17.4M -$186K -772 -1%
FDP
743
Financiere des Professionnels
Quebec, Canada
$17.4M +$18.2M +75,514 New
CIS
744
Capital International Sarl
California
$17.2M -$723K -3,008 -4%
KOCAA
745
Knights of Columbus Asset Advisors
Connecticut
$17.2M +$452K +1,882 +3%
HPG
746
Harvest Portfolios Group
Ontario, Canada
$17.2M -$858K -3,571 -5%
LBA
747
Lowell Blake & Associates
Massachusetts
$17.1M +$1.02M +4,253 +6%
ATI
748
Act Two Investors
California
$17M +$455K +1,893 +3%
KCM
749
Kornitzer Capital Management
Kansas
$17M +$31.2K +130 +0.2%
MA
750
Montag & Associates
Georgia
$17M +$1.39M +5,787 +9%

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.