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Visa
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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: 504 → 552 (+48)

7% more funds holding

Funds holding: 3,513 → 3,771 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.2B
2
State Street
State Street
Massachusetts
+$464M
3
JP Morgan Chase
JP Morgan Chase
New York
+$411M
4
BlackRock
BlackRock
New York
+$377M
5
Capital World Investors
Capital World Investors
California
+$326M

Top Sellers

1
CWM
CIBC World Markets
New York
-$630M
2
ESCM
Echo Street Capital Management
New York
-$599M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$501M
4
Goldman Sachs
Goldman Sachs
New York
-$439M
5
BI
BlueSpruce Investments
Illinois
-$438M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1726
Jackson Wealth Management
Florida
$3.38M +$82.1K +333 +3%
WSC
1727
Wellington Shields & Co
New York
$3.37M -$142K -575 -4%
WWM
1728
Wolff Wiese Magana
California
$3.37M -$311K -1,261 -9%
NG
1729
Norden Group
Utah
$3.36M -$352K -1,430 -10%
BP
1730
BBR Partners
New York
$3.36M +$27.1K +110 +0.9%
WI
1731
WBI Investments
New Jersey
$3.35M +$1.39M +5,636 +78%
FNBSF
1732
First National Bank Sioux Falls
South Dakota
$3.35M – – –
TA
1733
TFG Advisers
Michigan
$3.34M +$22.2K +90 +0.7%
CAM
1734
Cubic Asset Management
Massachusetts
$3.33M -$30.8K -125 -1%
RA
1735
RFG Advisory
Alabama
$3.33M +$130K +527 +4%
FFS
1736
Founders Financial Securities
Maryland
$3.32M +$202K +821 +7%
ABC
1737
Associated Banc-Corp
Wisconsin
$3.32M +$46.6K +189 +2%
CA
1738
Continuum Advisory
Idaho
$3.31M -$5.48M -22,238 -64%
VF
1739
Virtu Financial
New York
$3.3M +$3.13M +12,680 New
GFP
1740
Gryphon Financial Partners
Ohio
$3.28M +$1.18M +4,774 +54%
LAIC
1741
Lederer & Associates Investment Counsel
California
$3.28M -$52.7K -214 -2%
BWAM
1742
Boyd Watterson Asset Management
Ohio
$3.27M +$109K +444 +4%
AIC
1743
Argus Investors Counsel
New York
$3.26M -$4.93K -20 -0.2%
PFBT
1744
Parkside Financial Bank & Trust
Missouri
$3.26M +$364K +1,476 +13%
OCM
1745
Olstein Capital Management
New York
$3.25M -$2.1M -8,500 -40%
UWS
1746
Unique Wealth Strategies
Illinois
$3.25M +$3.08M +12,490 New
CB
1747
Community Bank
New York
$3.25M +$39.4K +160 +1%
FFM
1748
Forum Financial Management
Illinois
$3.25M +$96.6K +392 +3%
AP
1749
Arlington Partners
Alabama
$3.25M -$30.3K -123 -1%
IFPG
1750
Intrepid Financial Planning Group
Indiana
$3.24M -$65.3K -265 -2%
68 69
70
71 72

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.