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Visa
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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: 3,486 → 3,513 (+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: 523 → 504 (-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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$548M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$543M
3
Capital International Investors
Capital International Investors
California
+$455M
4
DZ Bank
DZ Bank
Germany
+$404M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$374M

Top Sellers

Rank Fund Capital Flow
1
MSE
MUFG Securities EMEA
United Kingdom
-$661M
2
State Street
State Street
Massachusetts
-$640M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$524M
4
BlackRock
BlackRock
New York
-$483M
5
Invesco
Invesco
Georgia
-$433M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
101
Allianz Asset Management
Germany
$562M +$14.1M +58,843 +2%
Prudential Financial
102
Prudential Financial
New Jersey
$559M +$13.6M +56,613 +2%
WT
103
Wellcome Trust
United Kingdom
$552M – – –
CCM
104
Cantillon Capital Management
New York
$537M -$2.2M -9,150 -0.4%
Los Angeles Capital Management
105
Los Angeles Capital Management
California
$537M -$2.81M -11,672 -0.5%
PI
106
Putnam Investments
Massachusetts
$535M +$1.5M +6,244 +0.3%
Mawer Investment Management
107
Mawer Investment Management
Alberta, Canada
$519M -$9.69M -40,305 -2%
William Blair & Company
108
William Blair & Company
Illinois
$507M -$339K -1,410 -0.1%
OTPPB
109
Ontario Teachers' Pension Plan Board
Ontario, Canada
$501M -$19.8M -82,451 -4%
Bank Julius Baer & Co
110
Bank Julius Baer & Co
Switzerland
$495M +$36.3M +151,014 +8%
Two Sigma Advisers
111
Two Sigma Advisers
New York
$490M -$29.4M -122,300 -5%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$486M +$13.9M +57,877 +3%
AP
113
Altarock Partners
Florida
$478M +$23.3M +96,744 +5%
VAM
114
Vontobel Asset Management
New York
$463M -$2.5M -10,399 -0.5%
APG Asset Management
115
APG Asset Management
Netherlands
$461M -$16.2M -67,226 -3%
Truist Financial
116
Truist Financial
North Carolina
$456M +$32.9M +136,888 +7%
CWP
117
Capital Wealth Planning
Florida
$453M +$11M +45,842 +2%
BNP Paribas Asset Management
118
BNP Paribas Asset Management
France
$448M +$44.8M +186,236 +11%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$447M +$117M +485,061 +33%
LPL Financial
120
LPL Financial
California
$438M +$26.8M +111,296 +6%
AC
121
AKO Capital
United Kingdom
$436M -$8.73M -36,303 -2%
DnB Asset Management
122
DnB Asset Management
Norway
$433M +$72M +299,655 +19%
Axa
123
Axa
France
$426M -$12.4M -51,498 -3%
AIM
124
Allen Investment Management
New York
$425M +$1.64M +6,835 +0.4%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$421M +$11.4M +47,451 +3%
3 4
5
6 7

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.