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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
HFM
1876
Harvest Fund Management
China
$2.29M -$1.44K -6 -0.1%
SMC
1877
Smith, Moore & Co
Missouri
$2.29M -$24.5K -102 -1%
PWMAG
1878
Pinnacle Wealth Management Advisory Group
New Jersey
$2.28M -$18K -75 -0.7%
SMA
1879
Sage Mountain Advisors
Georgia
$2.28M +$159K +660 +7%
HCM
1880
Hall Capital Management
Rhode Island
$2.28M +$182K +756 +8%
PFGIA
1881
Patriot Financial Group Insurance Agency
Massachusetts
$2.27M +$181K +751 +8%
RAM
1882
Ramirez Asset Management
New York
$2.26M +$2.37M +9,845 New
CPRC
1883
Consolidated Portfolio Review Corp
New York
$2.26M +$957K +3,982 +68%
DIP
1884
DT Investment Partners
Pennsylvania
$2.26M +$1.16M +4,846 +98%
RC
1885
RDST Capital
Washington
$2.25M -$169K -705 -7%
MFGM
1886
Marshall Financial Group (Maryland)
Maryland
$2.25M -$5.77K -24 -0.2%
AAP
1887
Arax Advisory Partners
Colorado
$2.25M +$935K +3,890 +66%
RCM
1888
Radnor Capital Management
Pennsylvania
$2.24M +$48.1K +200 +2%
ACL
1889
Applied Capital LLC
Florida
$2.24M -$26.4K -110 -1%
FWM
1890
ForthRight Wealth Management
Georgia
$2.24M – – –
PWM
1891
Palumbo Wealth Management
New York
$2.24M +$1.22M +5,081 +109%
RCIM
1892
Red Cedar Investment Management
Michigan
$2.24M +$1.14M +4,753 +96%
HAC
1893
Harbor Advisory Corp
New Hampshire
$2.24M -$42.5K -177 -2%
MAM
1894
MWA Asset Management
Massachusetts
$2.23M +$2.33M +9,710 New
TSWM
1895
Tyler-Stone Wealth Management
Ohio
$2.23M +$18.5K +77 +0.8%
TWM
1896
Thrive Wealth Management
Pennsylvania
$2.22M -$29.6K -123 -1%
GWSG
1897
GPS Wealth Strategies Group
Colorado
$2.22M -$136K -566 -6%
EWG
1898
Executive Wealth Group
Washington
$2.22M +$481 +2 +0%
AA
1899
Altman Advisors
Illinois
$2.21M +$2.31M +9,627 New
ACG
1900
Allen Capital Group
Nebraska
$2.21M -$7.93K -33 -0.3%
74 75
76
77 78

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.