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Visa
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3,514 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: 3,487 → 3,514 (+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
3,514
Holders Change
+27
Holders Change %
+0.77%
% of All Funds
55.76%
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
AT
1726
Arlington Trust
Alabama
$2.9M +$3.03M +12,588 New
AO
1727
Advisor OS
Illinois
$2.9M +$100K +416 +3%
TW
1728
TrinityPoint Wealth
Connecticut
$2.89M +$77.2K +321 +3%
ABC
1729
Associated Banc-Corp
Wisconsin
$2.89M -$6.25K -26 -0.2%
AIC
1730
Argus Investors Counsel
New York
$2.89M -$8.17K -34 -0.3%
Jacobs Levy Equity Management
1731
Jacobs Levy Equity Management
New Jersey
$2.88M +$2.78M +11,564 +1,188%
EAM
1732
EFG Asset Management
Oregon
$2.88M +$437K +1,817 +17%
CG
1733
Cutler Group
California
$2.87M +$45.7K +190 +2%
TSWM
1734
Triangle Securities Wealth Management
North Carolina
$2.86M -$240 -1 -0%
AIA
1735
Armor Investment Advisors
North Carolina
$2.86M +$85.8K +357 +3%
DWM
1736
Darwin Wealth Management
Florida
$2.86M +$97.8K +407 +3%
WPC
1737
Wedmont Private Capital
Pennsylvania
$2.84M +$267K +1,111 +10%
PGIM
1738
Pacific Global Investment Management
California
$2.84M -$31K -129 -1%
VIA
1739
Vickerman Investment Advisors
Washington
$2.84M +$189K +788 +7%
MAWCM
1740
Mine & Arao Wealth Creation & Management
California
$2.84M +$144K +601 +5%
AWA
1741
Arkadios Wealth Advisors
Georgia
$2.84M +$311K +1,292 +12%
JFL
1742
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.84M -$271K -1,126 -8%
CB
1743
Community Bank
New York
$2.83M +$45.7K +190 +2%
SCI
1744
Stableford Capital II
Arizona
$2.83M -$43.7K -182 -1%
CCA
1745
Catalyst Capital Advisors
New York
$2.82M +$2.63M +10,945 +835%
RA
1746
RFG Advisory
Alabama
$2.82M +$929K +3,863 +46%
BJL
1747
Brighton Jones LLC
Washington
$2.81M -$198K -822 -6%
CGA
1748
Channing Global Advisors
Florida
$2.81M +$116K +484 +4%
PAA
1749
Peregrine Asset Advisers
Oregon
$2.81M +$2.93M +12,197 New
WHAM
1750
Windmill Hill Asset Management
United Kingdom
$2.8M -$406K -1,690 -12%
68 69
70
71 72

V Hedge Fund Activity: Q3 2023 in Review

3,514 of the 6,302 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.

  • 3,514 institutional investors held Visa (V) as of Q3 2023, up from 3,487 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.