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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
CC
851
Criteria Caixa
Spain
$13.3M
GG
852
Greenwood Gearhart
Arkansas
$13.3M +$154K +639 +1%
MFAM
853
Motley Fool Asset Management
Virginia
$13.2M +$1.18M +4,889 +9%
MHC
854
Meyer Handelman Company
New York
$13.2M +$2.06M +8,552 +17%
WS
855
Wedbush Securities
California
$13.2M +$161K +668 +1%
LGWM
856
Litman Gregory Wealth Management
California
$13.2M +$13.8M +57,373 New
FFBTD
857
First Financial Bank - Trust Division
Ohio
$13.2M -$48.3K -201 -0.3%
CWM
858
Cabot Wealth Management
Massachusetts
$13.2M +$50.2K +209 +0.4%
1C
859
1623 Capital
Virginia
$13.1M +$58.2K +242 +0.4%
GIP
860
Gavilan Investment Partners
California
$13.1M
TPCW
861
TD Private Client Wealth
New York
$13.1M -$681K -2,832 -5%
RSVP
862
Ramsay Stattman Vela & Price
Colorado
$13M -$150K -625 -1%
TSS
863
Thomas Story & Son
Indiana
$13M -$1.63M -6,763 -11%
AIM
864
Arcadia Investment Management
Michigan
$13M +$15.6K +65 +0.1%
LNWWM
865
Laird Norton Wetherby Wealth Management
California
$13M -$54.3K -226 -0.4%
MGWM
866
Marks Group Wealth Management
Minnesota
$12.9M -$45.4K -189 -0.3%
AC
867
Abbrea Capital
California
$12.9M -$33.7K -140 -0.2%
QIM
868
Quest Investment Management
Oregon
$12.9M -$110K -458 -0.8%
TC
869
Tenere Capital
New York
$12.9M +$2.47M +10,280 +22%
EIA
870
Edgemoor Investment Advisors
Maryland
$12.9M +$288K +1,200 +2%
TCM
871
Telos Capital Management
California
$12.9M +$90.6K +377 +0.7%
WWA
872
WCG Wealth Advisors
Nevada
$12.8M +$6.19M +25,741 +87%
PA
873
Procyon Advisors
Connecticut
$12.7M +$6.38M +26,557 +93%
PCIG
874
Partners Capital Investment Group
Massachusetts
$12.6M -$137K -571 -1%
CWM
875
Curi Wealth Management
North Carolina
$12.6M +$319K +1,327 +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.