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3,771 hedge funds and large institutions have $408B invested in Visa in 2023 Q4 according to their latest regulatory filings, with 423 funds opening new positions, 1,523 increasing their positions, 1,446 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 423 | Existing positions closed: 105

16% more capital invested

Capital invested by funds: $351B → $408B (+$57.3B)

12% more call options, than puts

Call options by funds: $4.53B | Put options by funds: $4.04B

10% more funds holding in top 10

Funds holding in top 10: 504552 (+48)

7% more funds holding

Funds holding: 3,5133,771 (+258)

4.36% more ownership

Funds ownership: 94.63%98.98% (+4.4%)

5% more repeat investments, than reductions

Existing positions increased: 1,523 | Existing positions reduced: 1,446

Holders
3,771
Holders Change
+258
Holders Change %
+7.34%
% of All Funds
54.98%
Holding in Top 10
552
Holding in Top 10 Change
+48
Holding in Top 10 Change %
+9.52%
% of All Funds
8.05%
New
423
Increased
1,523
Reduced
1,446
Closed
105
Calls
$4.53B
Puts
$4.04B
Net Calls
+$491M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1651
Northcape Wealth Management
New York
$3.81M -$17.7K -72 -0.5%
HCM
1652
Hollencrest Capital Management
California
$3.8M +$44.6K +181 +1%
AIM
1653
AMI Investment Management
Indiana
$3.79M +$332K +1,346 +10%
CAG
1654
Csenge Advisory Group
Florida
$3.79M +$237K +961 +7%
DP
1655
Dearborn Partners
Illinois
$3.77M -$14.3K -58 -0.4%
EWM
1656
Elevatus Welath Management
New York
$3.76M +$3.3M +13,379 +1,271%
BOS
1657
Bank of Stockton
California
$3.74M -$240K -972 -7%
GBT
1658
Grove Bank & Trust
Florida
$3.74M +$108K +438 +3%
AIM
1659
Acropolis Investment Management
Missouri
$3.74M +$200K +810 +6%
PB
1660
Pinnacle Bancorp
Nebraska
$3.73M -$1.88M -7,627 -35%
AWM
1661
Ameliora Wealth Management
Switzerland
$3.72M +$540K +2,192 +18%
Wolverine Trading
1662
Wolverine Trading
Illinois
$3.72M -$9.58M -38,873 -73%
MFG
1663
Magnus Financial Group
New York
$3.72M +$78.1K +317 +2%
MCCA
1664
Mill Creek Capital Advisors
Pennsylvania
$3.72M +$2.25M +9,120 +177%
FM
1665
Freemont Management
Switzerland
$3.7M
ETC
1666
Exchange Traded Concepts
Oklahoma
$3.69M -$1.55M -6,294 -31%
BWM
1667
BNC Wealth Management
Oregon
$3.69M +$2.39M +9,693 +217%
AC
1668
AlphaCore Capital
California
$3.68M +$83.3K +338 +2%
NCM
1669
Northside Capital Management
Oregon
$3.68M
AC
1670
AMS Capital
Brazil
$3.67M +$3.48M +14,104 New
CIAS
1671
Capital Investment Advisory Services
North Carolina
$3.67M -$37.2K -151 -1%
NL
1672
NVWM LLC
Pennsylvania
$3.67M -$88.5K -359 -2%
ACM
1673
Alcosta Capital Management
California
$3.67M -$21.7K -88 -0.6%
SFG
1674
SevenBridge Financial Group
Pennsylvania
$3.67M +$53K +215 +2%
FRA
1675
Front Row Advisors
California
$3.66M -$30.8K -125 -0.9%

V Hedge Fund Activity: Q4 2023 in Review

3,771 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2023, worth a combined $408B — up 16% from $351B a quarter earlier.

Buyers outnumbered sellers: 423 funds opened new V positions and 105 closed out — a net gain of 318 holders — while 1,523 added to existing stakes and 1,446 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.2B. The largest seller was CIBC World Markets, cutting an estimated $630M.

  • 3,771 institutional investors held Visa (V) as of Q4 2023, up from 3,513 in Q3 2023.
  • Funds reported $408B of Visa stock for Q4 2023, up 16% quarter-over-quarter.
  • 423 funds opened new Visa positions in Q4 2023 and 105 closed out, a net change of +318 holders.
  • The largest Visa buyer in Q4 2023 was Morgan Stanley, an estimated $13.2B added.
  • The largest Visa seller in Q4 2023 was CIBC World Markets, an estimated $630M sold.

Based on aggregated 13F filings for Q4 2023.