We are live on ! Find out more

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
FWIA
201
Fort Washington Investment Advisors
Ohio
$212M -$23.5M -97,877 -10%
CLOS
202
Compagnie Lombard Odier SCmA
Switzerland
$210M +$773K +3,217 +0.4%
Capital Research Global Investors
203
Capital Research Global Investors
California
$210M +$219M +912,866 New
VFCM
204
Valley Forge Capital Management
Florida
$208M
DDC
205
DF Dent & Co
Maryland
$204M -$1.04M -4,338 -0.5%
FAM
206
Foxhaven Asset Management
Virginia
$202M
Public Sector Pension Investment Board (PSP Investments)
207
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$201M +$91.1M +379,071 +77%
CGPCS
208
Capital Group Private Client Services
California
$198M -$1.53M -6,380 -0.7%
Ohio Public Employees Retirement System (OPERS)
209
Ohio Public Employees Retirement System (OPERS)
Ohio
$198M -$15.3M -63,837 -7%
Federated Hermes
210
Federated Hermes
Pennsylvania
$197M -$31.8M -132,248 -13%
BA
211
Bridgewater Associates
Connecticut
$195M -$40.7M -169,161 -17%
MC
212
Metropolis Capital
United Kingdom
$195M -$8.75M -36,397 -4%
Asset Management One
213
Asset Management One
Japan
$194M -$9.72M -40,432 -5%
CIBC World Market
214
CIBC World Market
Ontario, Canada
$193M +$13.2M +54,866 +7%
Calamos Advisors
215
Calamos Advisors
Illinois
$192M -$984K -4,095 -0.5%
WIM
216
Waverton Investment Management
United Kingdom
$189M +$5.05K +21 +0%
MNG
217
Manning & Napier Group
New York
$188M -$4.26M -17,706 -2%
MA
218
Marshfield Associates
District of Columbia
$188M +$4.67M +19,439 +2%
CC
219
Capital Counsel
New York
$187M +$361K +1,500 +0.2%
Commonwealth Equity Services
220
Commonwealth Equity Services
Massachusetts
$186M +$3.39M +14,118 +2%
Mariner
221
Mariner
Kansas
$185M +$9.2M +38,277 +5%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$185M +$888K +3,693 +0.5%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$183M +$74.6M +310,333 +64%
NONA
224
Ninety One North America
New York
$182M -$17M -70,700 -8%
AQR Capital Management
225
AQR Capital Management
Connecticut
$180M -$31.3M -130,271 -14%

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.