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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
LFA
1801
Legacy Financial Advisors
Kentucky
$3.03M +$218K +886 +8%
BSB
1802
Bangor Savings Bank
Maine
$3.02M -$108K -440 -4%
UAS
1803
United Asset Strategies
New York
$3M +$62.4K +253 +2%
MBT
1804
Montecito Bank & Trust
California
$2.99M +$62.6K +254 +2%
WP
1805
WealthPLAN Partners
Nebraska
$2.99M +$77.1K +313 +3%
WSCM
1806
Wellington Shields Capital Management
New York
$2.98M +$1.2M +4,850 +74%
GWMR
1807
GC Wealth Management RIA
Massachusetts
$2.97M +$2.82M +11,422 New
FGP
1808
Foyston, Gordon, & Payne
Ontario, Canada
$2.97M +$72.7K +295 +3%
AIS
1809
American Investment Services
Massachusetts
$2.97M +$5.42K +22 +0.2%
CNBT
1810
Canandaigua National Bank & Trust
New York
$2.97M -$57.9K -235 -2%
VFA
1811
Voya Financial Advisors
Connecticut
$2.96M +$45.4K +184 +2%
DWM
1812
Darwin Wealth Management
Florida
$2.96M -$255K -1,033 -8%
HA
1813
Harfst & Associates
Wyoming
$2.96M -$49.5K -201 -2%
EHWM
1814
Eads & Heald Wealth Management
Georgia
$2.96M -$28.8K -117 -1%
EWM
1815
Evermay Wealth Management
Virginia
$2.95M +$78.9K +320 +3%
LA
1816
LM Advisors
California
$2.95M +$2.8M +11,341 New
GJWM
1817
Gilliland Jeter Wealth Management
Arkansas
$2.94M +$2.78M +11,293 New
SP
1818
Symmetry Partners
Connecticut
$2.94M -$469K -1,902 -14%
BAM
1819
Belpointe Asset Management
Nevada
$2.94M -$121K -492 -4%
SIC
1820
Sterling Investment Counsel
New York
$2.93M -$38.2K -155 -1%
MCA
1821
Martin Capital Advisors
Texas
$2.92M +$5.18K +21 +0.2%
AWM
1822
Avior Wealth Management
Nebraska
$2.91M -$20K -81 -0.7%
RPCONE
1823
Retirement Planning Company of New England
Rhode Island
$2.91M +$241K +978 +10%
CFMC
1824
Curbstone Financial Management Corp
New Hampshire
$2.91M -$2.96K -12 -0.1%
Optiver Holding
1825
Optiver Holding
Netherlands
$2.9M -$14.6M -59,084 -84%
71 72
73
74 75

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.