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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
HWM
951
HFR Wealth Management
New York
$10.4M -$180K -750 -2%
BAM
952
Bell Asset Management
Australia
$10.4M +$2.35M +9,756 +28%
OCM
953
One Capital Management
California
$10.4M +$142K +590 +1%
SIMG
954
Sonora Investment Management Group
Arizona
$10.3M +$144K +597 +1%
IHL
955
Investment House LLC
California
$10.3M -$4.74M -19,720 -30%
PCA
956
Pallas Capital Advisors
Massachusetts
$10.2M +$1.93M +8,029 +23%
NIG
957
NFJ Investment Group
Texas
$10.2M -$3.49M -14,520 -25%
CAL
958
Capital Analysts LLC
Pennsylvania
$10.2M +$708K +2,944 +7%
FNBT
959
FineMark National Bank & Trust
Florida
$10.2M -$83.4K -347 -0.8%
CM
960
Churchill Management
California
$10.1M +$10.6M +44,119 New
USAA
961
United Services Automobile Association
Texas
$10.1M +$1.25M +5,217 +13%
MNBTD
962
Moody National Bank Trust Division
Texas
$10.1M +$141K +587 +1%
CG
963
Caprock Group
Idaho
$10.1M +$265K +1,104 +3%
YC
964
Yarbrough Capital
Tennessee
$10M
BIC
965
Beach Investment Counsel
Pennsylvania
$10M
Baillie Gifford & Co
966
Baillie Gifford & Co
United Kingdom
$9.99M -$1.12M -4,664 -10%
SFI
967
Siemens Fonds Invest
Germany
$9.96M +$552K +2,298 +6%
RCM
968
Ravenstone Capital Management
$9.96M -$147K -610 -1%
CCM
969
Coldstream Capital Management
Washington
$9.95M -$19.7K -82 -0.2%
EWM
970
Evercore Wealth Management
New York
$9.95M -$599K -2,493 -5%
EF
971
Empirical Finance
Pennsylvania
$9.91M +$1.37M +5,703 +15%
MA
972
Mutual Advisors
Nebraska
$9.89M -$331K -1,375 -3%
GAM
973
Griffin Asset Management
New York
$9.87M +$3.2M +13,322 +45%
SAM
974
Sawgrass Asset Management
Florida
$9.85M -$366K -1,523 -3%
MC
975
Mayar Capital
United Kingdom
$9.85M -$2.62M -10,915 -20%

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.