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
Vanguard Group
1
Vanguard Group
Pennsylvania
$32.4B -$113M -470,746 -0.3%
BlackRock
2
BlackRock
New York
$28.7B -$483M -2,010,839 -2%
State Street
3
State Street
Massachusetts
$16.4B -$640M -2,662,529 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.6B +$543M +2,257,605 +5%
Morgan Stanley
5
Morgan Stanley
New York
$11.5B -$41.9M -174,349 -0.3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$10.6B -$206M -857,946 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.76B +$131M +546,815 +2%
Bank of America
8
Bank of America
North Carolina
$5.64B -$2.73M -11,366 -0%
AllianceBernstein
9
AllianceBernstein
Tennessee
$5.56B -$331M -1,377,421 -5%
Capital International Investors
10
Capital International Investors
California
$5.14B +$455M +1,892,544 +9%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$4.9B -$193M -801,446 -4%
Goldman Sachs
12
Goldman Sachs
New York
$4.65B +$548M +2,280,493 +13%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$4.43B -$212M -883,213 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.31B -$33.8M -140,741 -0.7%
Northern Trust
15
Northern Trust
Illinois
$3.93B +$184M +763,505 +5%
TCI Fund Management
16
TCI Fund Management
United Kingdom
$3.86B -$238M -988,982 -6%
Capital World Investors
17
Capital World Investors
California
$3.81B +$135M +559,967 +3%
Norges Bank
18
Norges Bank
Norway
$3.68B +$86.5M +359,893 +2%
Ameriprise
19
Ameriprise
Minnesota
$3.27B +$90M +374,489 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.85B -$69.2M -287,898 -2%
Jennison Associates
21
Jennison Associates
New York
$2.7B -$77.6M -322,663 -3%
N
22
Nuveen
North Carolina
$2.64B -$163M -678,221 -6%
Legal & General Group
23
Legal & General Group
United Kingdom
$2.49B -$123M -513,724 -5%
Invesco
24
Invesco
Georgia
$2.46B -$433M -1,799,852 -14%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$2.38B -$99.3M -412,939 -4%

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.