We are live on ! Find out more
V icon

Visa
V

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
PFGIA
1826
Patriot Financial Group Insurance Agency
Massachusetts
$2.9M +$315K +1,278 +13%
TGAM
1827
TBH Global Asset Management
Tennessee
$2.89M -$827K -3,355 -23%
HCA
1828
Horan Capital Advisors
Ohio
$2.89M -$31.5K -128 -1%
C
1829
Certuity
Florida
$2.88M +$398K +1,613 +17%
TC
1830
Tsai Capital
New York
$2.88M -$118K -479 -4%
CPW
1831
Cove Private Wealth
New York
$2.88M +$2.72M +11,050 New
CV
1832
Counterweight Ventures
North Carolina
$2.88M +$2.72M +11,047 New
PPC
1833
Park Place Capital
Alabama
$2.87M -$264K -1,070 -9%
SFA
1834
Semmax Financial Advisors
North Carolina
$2.87M +$173K +700 +7%
CWAG
1835
Compton Wealth Advisory Group
Virginia
$2.87M +$73.9K +300 +3%
MAM
1836
Mystic Asset Management
Rhode Island
$2.86M +$98.8K +401 +4%
CIC
1837
Cornercap Investment Counsel
Georgia
$2.86M +$12.1K +49 +0.4%
PPWP
1838
Premier Path Wealth Partners
New Jersey
$2.86M +$2.73M +11,080 New
GAG
1839
GM Advisory Group
New York
$2.85M +$28.1K +114 +1%
BFS
1840
Bard Financial Services
Connecticut
$2.85M -$30.8K -125 -1%
CWM
1841
Cornerstone Wealth Management
Missouri
$2.85M -$615K -2,495 -19%
NL
1842
Navalign LLC
California
$2.85M -$231K -938 -8%
AO
1843
Advisor OS
Illinois
$2.84M -$412K -1,671 -13%
HI
1844
Handelsinvest Investeringsforvaltning
Denmark
$2.84M +$2.69M +10,903 New
YIH
1845
Y-Intercept (HK)
Hong Kong
$2.84M +$2.18M +8,834 +428%
MFA
1846
Mayflower Financial Advisors
Massachusetts
$2.84M +$44.4K +180 +2%
CH
1847
Canton Hathaway
Rhode Island
$2.83M -$154K -625 -5%
NL
1848
NWAM LLC
Washington
$2.83M +$57.7K +234 +2%
HFM
1849
Harvest Fund Management
China
$2.83M +$221K +898 +9%
SWM
1850
Selective Wealth Management
Virginia
$2.83M -$158K -643 -6%
72 73
74
75 76

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.