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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
NI
826
Nepsis Inc
Minnesota
$14M +$140K +583 +1%
FNFDCM
827
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13.9M +$264K +1,099 +2%
WC
828
Whitney & Co
New York
$13.9M +$155K +644 +1%
PAM
829
Peak Asset Management
Colorado
$13.9M -$116K -484 -0.8%
CLC
830
Charles-Lim Capital
Hong Kong
$13.8M -$69.7M -290,000 -83%
CIA
831
Covington Investment Advisors
Pennsylvania
$13.8M +$540K +2,245 +4%
AJ
832
Ashburton (Jersey)
Jersey
$13.7M
CAM
833
Columbia Asset Management
Michigan
$13.7M -$95.7K -398 -0.7%
HI
834
Hendershot Investments
Virginia
$13.7M -$105K -436 -0.7%
FFP
835
FourThought Financial Partners
Florida
$13.7M -$71.9K -299 -0.5%
VFA
836
Valeo Financial Advisors
Indiana
$13.6M +$534K +2,222 +4%
BFS
837
Bradley Foster & Sargent
Connecticut
$13.6M
1CP
838
11 Capital Partners
Connecticut
$13.6M -$1.08M -4,491 -7%
CAMG
839
CWA Asset Management Group
Florida
$13.6M +$434K +1,806 +3%
KRSITF
840
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13.6M +$249K +1,037 +2%
CIS
841
Connors Investor Services
Pennsylvania
$13.6M +$959K +3,991 +7%
SSWM
842
Sheets Smith Wealth Management
North Carolina
$13.5M -$110K -457 -0.8%
EGA
843
Eagle Global Advisors
Texas
$13.5M -$77.9K -324 -0.5%
RWM
844
Ritholtz Wealth Management
New York
$13.5M +$1.03M +4,279 +8%
JSP
845
Jackson Square Partners
California
$13.5M -$234K -972 -2%
OIA
846
OneDigital Investment Advisors
Kansas
$13.4M +$1.75M +7,263 +14%
CIA
847
CCM Investment Advisers
South Carolina
$13.4M -$70.9K -295 -0.5%
DAC
848
Dividend Assets Capital
South Carolina
$13.4M +$686K +2,854 +5%
SWM
849
Segment Wealth Management
Texas
$13.3M +$619K +2,574 +5%
BWL
850
Bogart Wealth LLC
Virginia
$13.3M +$225K +938 +2%

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.