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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
OPCM
926
Osborne Partners Capital Management
California
$11.2M +$48.1K +200 +0.4%
LNC
927
Lincoln National Corp
Pennsylvania
$11.1M +$57.4K +239 +0.5%
EF
928
Empowered Funds
Pennsylvania
$11.1M +$2.1M +8,745 +22%
TA
929
TruWealth Advisors
Louisiana
$11.1M -$6.8M -28,309 -37%
WPP
930
Whalerock Point Partners
Rhode Island
$11.1M +$186K +772 +2%
Capital Fund Management (CFM)
931
Capital Fund Management (CFM)
France
$11.1M -$3.64M -15,125 -24%
RWA
932
River Wealth Advisors
Pennsylvania
$11M -$169K -704 -1%
PAM
933
Palisade Asset Management
Minnesota
$11M +$6.01K +25 +0.1%
MYLI
934
Meiji Yasuda Life Insurance
Japan
$11M +$2.45M +10,180 +27%
TAIM
935
Te Ahumairangi Investment Management
New Zealand
$11M -$1.48M -6,170 -11%
SSB
936
Sandy Spring Bank
Maryland
$11M -$184K -766 -2%
LNB
937
Ledyard National Bank
$10.9M -$160K -667 -1%
FG
938
Fiduciary Group
Georgia
$10.8M -$68.3K -284 -0.6%
SS
939
Simplicity Solutions
Minnesota
$10.8M -$1.14M -4,741 -9%
PGDP
940
Pragma Gestao de Patrimonio
Brazil
$10.8M +$1.44M +6,000 +15%
PIM
941
Progressive Investment Management
Oregon
$10.8M -$90.9K -378 -0.8%
FWTB
942
First Western Trust Bank
Colorado
$10.8M -$267K -1,111 -2%
WP
943
WMS Partners
Maryland
$10.7M -$365K -1,518 -3%
TCCM
944
Timber Creek Capital Management
Massachusetts
$10.7M -$91.6K -381 -0.8%
Assenagon Asset Management
945
Assenagon Asset Management
Luxembourg
$10.7M -$4.51M -18,744 -29%
CNB
946
Camden National Bank
Maine
$10.6M -$34.9K -145 -0.3%
LC
947
Lakehouse Capital
Australia
$10.5M
GFS
948
GYL Financial Synergies
Connecticut
$10.5M -$64.9K -270 -0.6%
GAMH
949
Greenwoods Asset Management (HK)
Hong Kong
$10.5M +$10.9M +45,500 New
ZIM
950
Zacks Investment Management
Illinois
$10.5M -$5.24M -21,779 -32%

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.