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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
DZ Bank
76
DZ Bank
Germany
$786M +$404M +1,679,222 +97%
Arrowstreet Capital
77
Arrowstreet Capital
Massachusetts
$782M -$9.89M -41,146 -1%
ECU
78
Egerton Capital (UK)
United Kingdom
$769M -$32.8M -136,645 -4%
Pictet Asset Management
79
Pictet Asset Management
Switzerland
$766M +$801M +3,332,329 New
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$758M -$809K -3,364 -0.1%
Royal London Asset Management
81
Royal London Asset Management
United Kingdom
$734M -$128M -532,749 -14%
RG
82
Rathbones Group
United Kingdom
$709M +$174M +723,521 +31%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$704M +$13.9M +58,027 +2%
QP
84
Quilter Plc
United Kingdom
$692M -$410K -1,705 -0.2%
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$692M -$27M -112,383 -4%
Fayez Sarofim & Co
86
Fayez Sarofim & Co
Texas
$685M +$81.1M +337,500 +13%
Flossbach Von Storch
87
Flossbach Von Storch
Germany
$677M +$12.5M +52,086 +2%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$677M -$43.5M -180,894 -6%
Macquarie Group
89
Macquarie Group
Australia
$668M -$25.8M -107,419 -4%
CWG
90
C WorldWide Group
Denmark
$649M -$10.3M -42,904 -1%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$608M -$2.75M -11,454 -0.4%
Mackenzie Financial
92
Mackenzie Financial
Ontario, Canada
$601M +$4.63M +19,245 +0.7%
ESCM
93
Echo Street Capital Management
New York
$599M -$22.6M -93,975 -3%
LP
94
Longview Partners
Guernsey
$597M +$2.25M +9,376 +0.4%
Citigroup
95
Citigroup
New York
$595M +$6.31M +26,244 +1%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$592M -$26.9M -111,968 -4%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$577M -$66M -274,419 -10%
Fidelity International
98
Fidelity International
Bermuda
$576M -$74.2M -308,751 -11%
WCM Investment Management
99
WCM Investment Management
California
$574M +$7.84M +32,634 +1%
National Pension Service
100
National Pension Service
South Korea
$572M +$9.08M +37,784 +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.