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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
RCAG
1776
Rehmann Capital Advisory Group
Michigan
$3.16M +$29.6K +120 +1%
WAS
1777
WESPAC Advisors SoCal
California
$3.16M -$124K -504 -4%
EP
1778
Edgestream Partners
New Jersey
$3.16M -$3.57M -14,494 -54%
SB
1779
Simmons Bank
Arkansas
$3.15M +$55K +223 +2%
HFRG
1780
Houlihan Financial Resource Group
Virginia
$3.15M +$42.9K +174 +1%
BOSSRA
1781
B.O.S.S. Retirement Advisors
Utah
$3.15M +$37.5K +152 +1%
APP
1782
Avantax Planning Partners
Iowa
$3.15M +$210K +851 +8%
WAP
1783
Wealthcare Advisory Partners
Pennsylvania
$3.13M +$192K +779 +7%
PTC
1784
Private Trust Company
Ohio
$3.12M -$739 -3 -0%
CIA
1785
Cohen Investment Advisors
New Hampshire
$3.12M +$43.6K +177 +1%
AIA
1786
Armor Investment Advisors
North Carolina
$3.12M -$110K -448 -4%
CC
1787
Cypress Capital
Tennessee
$3.1M +$7.15K +29 +0.2%
SCI
1788
Stableford Capital II
Arizona
$3.1M -$120K -487 -4%
GCM
1789
Gables Capital Management
Florida
$3.1M +$3.45K +14 +0.1%
GSEP
1790
Golden State Equity Partners
California
$3.1M +$739 +3 +0%
DTL
1791
Dynamic Technology Lab
Singapore
$3.08M +$671K +2,723 +30%
MMG
1792
Monetary Management Group
Missouri
$3.07M -$282K -1,145 -9%
GCS
1793
Gordian Capital (Singapore)
Singapore
$3.07M +$56.9K +231 +2%
KWM
1794
Koa Wealth Management
California
$3.07M +$2.9M +11,778 New
DL
1795
DOHJ LLC
Washington
$3.06M +$354K +1,436 +14%
WWM
1796
WT Wealth Management
Arizona
$3.05M +$1.22M +4,937 +73%
LI
1797
Louisbourg Investments
New Brunswick, Canada
$3.05M +$3.48M +14,118 New
WP
1798
WealthShield Partners
North Carolina
$3.05M +$61.4K +249 +2%
AWA
1799
Aaron Wealth Advisors
Illinois
$3.04M -$3.88M -15,726 -57%
KMWM
1800
Keudell/Morrison Wealth Management
Oregon
$3.03M -$8.13K -33 -0.3%

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.