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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
GPA
1851
Garrison Point Advisors
California
$2.82M – – –
NHC
1852
Nicholas Hoffman & Company
Georgia
$2.81M +$161K +654 +6%
KGC
1853
Kennon-Green & Company
Ohio
$2.8M -$34.8K -141 -1%
CWM
1854
Cordatus Wealth Management
Pennsylvania
$2.8M -$37.5K -152 -1%
MW
1855
Marcum Wealth
Ohio
$2.8M -$185K -749 -7%
BW
1856
Bison Wealth
Georgia
$2.8M +$104K +423 +4%
APWM
1857
Atlas Private Wealth Management
New York
$2.79M +$48.3K +196 +2%
P
1858
&Partners
Tennessee
$2.79M +$890K +3,612 +50%
WCM
1859
Washburn Capital Management
Florida
$2.79M +$86K +349 +3%
GA
1860
Geller Advisors
New York
$2.79M +$10.1K +41 +0.4%
SMA
1861
Sage Mountain Advisors
Georgia
$2.79M +$194K +788 +8%
MPA
1862
Marvin & Palmer Associates
Delaware
$2.78M -$5.19M -21,063 -66%
AC
1863
Avestar Capital
New York
$2.78M +$330K +1,338 +14%
BIG
1864
Brooklyn Investment Group
New York
$2.78M +$2.63M +10,679 New
IP
1865
Intellectus Partners
California
$2.78M +$111K +452 +4%
SSI
1866
Scott & Selber Inc
Texas
$2.78M -$28.8K -117 -1%
RCA
1867
Riverview Capital Advisers
Massachusetts
$2.77M – – –
OCA
1868
Otter Creek Advisors
Florida
$2.77M -$148K -600 -5%
AOWM
1869
Alpha Omega Wealth Management
Virginia
$2.76M -$4.68K -19 -0.2%
SPFA
1870
Summit Place Financial Advisors
New Jersey
$2.76M +$49.3K +200 +2%
ICM
1871
IMS Capital Management
Oregon
$2.75M -$29.8K -121 -1%
MLM
1872
Mount Lucas Management
Pennsylvania
$2.75M +$2.61M +10,575 New
SCP
1873
Shorepoint Capital Partners
Massachusetts
$2.75M -$3.94K -16 -0.2%
RA
1874
Rational Advisors
New York
$2.74M +$588K +2,384 +29%
AAP
1875
Arax Advisory Partners
Colorado
$2.74M +$185K +749 +8%
73 74
75
76 77

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.