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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
NO
876
Ninety One
South Africa
$12.6M +$6.15M +25,601 +89%
MRCM
877
M&R Capital Management
New Jersey
$12.5M -$172K -714 -1%
LCM
878
Logan Capital Management
Pennsylvania
$12.5M -$579K -2,408 -4%
TFA
879
Toth Financial Advisory
Virginia
$12.4M +$60.8K +253 +0.5%
PIP
880
Peachtree Investment Partners
Florida
$12.4M -$8.89K -37 -0.1%
BSI
881
Bennett Selby Investments
Maine
$12.4M +$119K +495 +0.9%
SCM
882
Shelton Capital Management
Colorado
$12.3M -$2.4M -10,000 -16%
AMI
883
Amica Mutual Insurance
Rhode Island
$12.3M
FAT
884
First American Trust
California
$12.3M -$270K -1,122 -2%
Wolverine Trading
885
Wolverine Trading
Illinois
$12.2M +$11.8M +49,168 +1,234%
FGAM
886
Financial Gravity Asset Management
Texas
$12.2M +$1.9M +7,910 +1,148%
PHAM
887
Pacific Heights Asset Management
California
$12.2M
BBA
888
Baader Bank Aktiengesellschaft
Germany
$12.2M -$1.41M -5,848 -10%
MLL
889
Moody Lynn & Lieberson
Massachusetts
$12.2M -$168K -697 -1%
AF
890
Allworth Financial
California
$12.2M +$1.72M +7,156 +16%
SGM
891
Skye Global Management
Florida
$12.1M -$3.82M -15,900 -23%
BC
892
Burney Company
Virginia
$12M +$31.7K +132 +0.3%
TCOV
893
Trust Company of Vermont
Vermont
$12M +$849K +3,531 +7%
TCM
894
Thames Capital Management
New Jersey
$11.9M
AF
895
Alerus Financial
North Dakota
$11.9M -$473K -1,969 -4%
KA
896
Kintegral Advisory
New York
$11.9M -$7.45K -31 -0.1%
TF
897
Talbot Financial
Washington
$11.9M +$109K +454 +0.9%
PMG
898
ProVise Management Group
Florida
$11.9M +$224K +930 +2%
RCWMU
899
Rothschild & Co Wealth Management (UK)
United Kingdom
$11.8M +$1.5M +6,235 +14%
CI
900
Capital International
California
$11.8M -$64.9K -270 -0.5%

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.