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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: 3,4863,513 (+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
OLVIG
3126
Oliver Lagore Vanvalin Investment Group
Michigan
$310K +$26K +108 +9%
TPW
3127
Tiller Private Wealth
Pennsylvania
$310K
HBWM
3128
Hollow Brook Wealth Management
New York
$310K
DFCM
3129
Dark Forest Capital Management
Puerto Rico
$309K -$468K -1,945 -59%
CWM
3130
C2C Wealth Management
Arizona
$308K
GWM
3131
GSB Wealth Management
Connecticut
$308K +$13.2K +55 +4%
PBO
3132
Peoples Bank (Ohio)
Ohio
$308K -$3.61K -15 -1%
AGC
3133
Aspen Grove Capital
Colorado
$307K -$1.27M -5,286 -80%
KFC
3134
Klingenstein Fields & Co
New York
$306K -$13.2M -54,966 -98%
FC
3135
Financial Council
Maryland
$306K
HCC
3136
Hirtle Callaghan & Co
Pennsylvania
$306K +$45.7K +190 +17%
KIA
3137
KLR Investment Advisors
Rhode Island
$305K -$2.4K -10 -0.7%
IPW
3138
Invictus Private Wealth
Colorado
$304K -$11.8K -49 -4%
MCI
3139
MRP Capital Investments
Georgia
$303K
DP
3140
Divergent Planning
Maryland
$303K
TFF
3141
The Family Firm
Maryland
$303K -$15.9K -66 -5%
KFA
3142
Kelleher Financial Advisors
New York
$301K -$156K -650 -33%
HFS
3143
Howard Financial Services
Texas
$300K +$8.41K +35 +3%
SR
3144
Syntax Research
Florida
$299K +$312K +1,299 New
LC
3145
LCNB Corp
Ohio
$299K -$167K -695 -35%
PFA
3146
Pathway Financial Advisors
Vermont
$298K +$12.5K +52 +4%
CIC
3147
Cutler Investment Counsel
Oregon
$298K +$17.3K +72 +6%
CIA
3148
Caerus Investment Advisors
Texas
$297K
OHIS
3149
Oak Harvest Investment Services
Texas
$297K -$12K -50 -4%
FA
3150
Fortis Advisors
Pennsylvania
$296K

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.