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
FCH
801
Freestone Capital Holdings
Washington
$14.8M +$341K +1,418 +2%
SIC
802
Salem Investment Counselors
North Carolina
$14.7M +$1.55M +6,460 +11%
GC
803
Grimes & Company
Massachusetts
$14.7M +$199K +829 +1%
AFG
804
Albion Financial Group
Utah
$14.6M -$233K -969 -1%
JPMIA
805
J.P. Marvel Investment Advisors
Massachusetts
$14.6M -$17.1K -71 -0.1%
DA
806
Dash Acquisitions
California
$14.6M -$1.86M -7,743 -11%
UH
807
Unigestion Holding
Switzerland
$14.6M +$1.62M +6,722 +12%
BCM
808
Becker Capital Management
Oregon
$14.5M -$86.5K -360 -0.6%
BONST
809
Bank of Nova Scotia Trust
Ontario, Canada
$14.5M -$943K -3,925 -6%
SCA
810
Snowden Capital Advisors
New York
$14.5M -$1.87M -7,777 -11%
SHGA
811
Sand Hill Global Advisors
California
$14.5M -$336K -1,399 -2%
HC
812
Hendley & Co
Ohio
$14.4M +$99K +412 +0.7%
GP
813
Girard Partners
Pennsylvania
$14.4M -$623K -2,593 -4%
JMFC
814
J.M. Forbes & Co
Massachusetts
$14.4M +$112K +466 +0.8%
SCA
815
Stonebridge Capital Advisors
Minnesota
$14.3M +$199K +827 +1%
BBA
816
BLB&B Advisors
Pennsylvania
$14.3M -$53.4K -222 -0.4%
GVAG
817
Great Valley Advisor Group
Delaware
$14.3M +$1.27M +5,287 +9%
SCA
818
Stillwater Capital Advisors
Pennsylvania
$14.3M +$60.3K +251 +0.4%
SWP
819
Stratos Wealth Partners
Ohio
$14.2M +$1.08M +4,498 +8%
LDB
820
Lee, Danner & Bass
Tennessee
$14.2M +$630K +2,623 +4%
MC
821
Martin Currie
United Kingdom
$14.2M +$245K +1,020 +2%
GH
822
GAM Holding
Switzerland
$14.2M +$1.44K +6 +0%
AHC
823
Anderson Hoagland & Co
Missouri
$14.2M -$2.18M -9,058 -13%
BCM
824
BlueMar Capital Management
Florida
$14.2M -$2M -8,321 -12%
ORI
825
Oak Ridge Investments
Illinois
$14M +$359K +1,492 +3%

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.