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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
SWM
1701
Sugarloaf Wealth Management
Georgia
$3.49M +$102K +415 +3%
EM
1702
Excalibur Management
Massachusetts
$3.47M -$215K -874 -6%
MF
1703
Manchester Financial
California
$3.47M +$13.6K +55 +0.4%
UIA
1704
Ulland Investment Advisors
Minnesota
$3.47M -$48.3K -196 -1%
PCS
1705
Personal CFO Solutions
New Jersey
$3.47M +$572K +2,319 +21%
AGA
1706
Accuvest Global Advisors
Utah
$3.46M -$62.9K -255 -2%
SIP
1707
Stoneridge Investment Partners
Pennsylvania
$3.46M -$7.64K -31 -0.2%
RWB
1708
RMR Wealth Builders
New Jersey
$3.46M +$140K +570 +4%
BCM
1709
Brasada Capital Management
Texas
$3.45M -$15.8K -64 -0.5%
JC
1710
JB Capital
Connecticut
$3.44M -$1.67M -6,777 -34%
PWPS
1711
Pinnacle Wealth Planning Services
Ohio
$3.44M -$29.8K -121 -0.9%
LAM
1712
Lynch Asset Management
Pennsylvania
$3.44M +$493K +2,000 +18%
CRA
1713
Clear Rock Advisors
Texas
$3.44M +$3.06M +12,432 New
CAC
1714
Certified Advisory Corp
Florida
$3.43M -$3.85M -15,608 -54%
SFP
1715
Sweet Financial Partners
Minnesota
$3.43M +$330K +1,339 +11%
AHIA
1716
Andrew Hill Investment Advisors
Florida
$3.43M +$3.24M +13,163 New
BJL
1717
Brighton Jones LLC
Washington
$3.42M +$232K +942 +8%
AWA
1718
Arkadios Wealth Advisors
Georgia
$3.42M +$198K +803 +7%
SW
1719
SteelPeak Wealth
California
$3.41M -$91.7K -372 -3%
CC
1720
Centiva Capital
New York
$3.4M -$5.63M -22,840 -64%
NF
1721
Nikulski Financial
Iowa
$3.4M +$29.6K +120 +0.9%
LFP
1722
Leeward Financial Partners
Washington
$3.4M +$42.6K +173 +1%
CAWM
1723
Capital Advisors Wealth Management
Washington
$3.39M +$41.7K +169 +1%
LC
1724
Lindbrook Capital
California
$3.39M +$378K +1,535 +13%
YDMI
1725
Y.D. More Investments
Israel
$3.38M +$268K +1,089 +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.