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
KLWA
901
Kelly Lawrence W & Associates
California
$11.8M +$12K +50 +0.1%
LIM
902
Leavell Investment Management
Alabama
$11.7M -$569K -2,369 -4%
BMC
903
Benin Management Corp
Connecticut
$11.7M -$48.1K -200 -0.4%
DAM
904
Deltec Asset Management
New York
$11.7M +$859K +3,575 +8%
AWM
905
Axxcess Wealth Management
California
$11.7M +$5.34M +22,223 +77%
TF
906
Threadgill Financial
Texas
$11.7M +$3.8M +15,801 +46%
TIM
907
Tikehau Investment Management
France
$11.7M -$2.84M -11,834 -19%
NMIMC
908
Northwestern Mutual Investment Management Company
Wisconsin
$11.7M -$78.8K -328 -0.6%
JSA
909
Jacobson & Schmitt Advisors
Wisconsin
$11.5M -$914K -3,804 -7%
WAM
910
Weatherly Asset Management
California
$11.5M +$13.5K +56 +0.1%
DWT
911
Dorsey & Whitney Trust
South Dakota
$11.5M -$48.3K -201 -0.4%
BCMO
912
Buckingham Capital Management (Ohio)
Ohio
$11.5M -$689K -2,868 -5%
FCM
913
Fernbridge Capital Management
California
$11.5M -$24.6M -102,527 -67%
JCM
914
Janney Capital Management
Pennsylvania
$11.4M -$1.4M -5,812 -10%
SC
915
Skylands Capital
Wisconsin
$11.4M -$517K -2,150 -4%
IGGA
916
Iron Gate Global Advisors
Utah
$11.4M -$195K -811 -2%
DWA
917
Douglass Winthrop Advisors
New York
$11.3M -$377K -1,569 -3%
VIM
918
Vinva Investment Management
Australia
$11.3M -$70.7K -294 -0.6%
CF
919
Cantor Fitzgerald
New York
$11.3M -$84.1K -350 -0.7%
FCBT
920
First Citizens Bank & Trust
North Carolina
$11.3M -$495K -2,061 -4%
CK
921
Cohen Klingenstein
New York
$11.2M
ZDA
922
Zweig-DiMenna Associates
New York
$11.2M +$529K +2,200 +5%
LBC
923
Lowe Brockenbrough & Co
Virginia
$11.2M -$225K -934 -2%
YL
924
YCG LLC
Texas
$11.2M -$127K -528 -1%
FA
925
FDx Advisors
Illinois
$11.2M -$10.9M -45,380 -48%

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.