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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
MC
1876
Martin & Co
Tennessee
$2.74M -$104K -423 -4%
ANB
1877
Amarillo National Bank
Texas
$2.73M +$4.68K +19 +0.2%
LWM
1878
Ledge Wealth Management
Minnesota
$2.73M -$55.7K -226 -2%
AWMT
1879
AAFMAA Wealth Management & Trust
North Carolina
$2.72M +$502K +2,038 +24%
ACM
1880
Arvin Capital Management
Texas
$2.71M +$2.57M +10,428 New
1WA
1881
180 Wealth Advisors
Washington
$2.71M -$181K -733 -7%
CRWM
1882
Castle Rock Wealth Management
California
$2.71M +$80.8K +328 +3%
RIA
1883
Richwood Investment Advisors
Ohio
$2.71M -$58.7K -238 -2%
ATWA
1884
Arbor Trust Wealth Advisors
Michigan
$2.71M +$33.3K +135 +1%
GTAM
1885
Global Trust Asset Management
Florida
$2.71M +$75.4K +306 +3%
FWP
1886
FAS Wealth Partners
Kansas
$2.7M +$267K +1,084 +12%
ECG
1887
Edge Capital Group
Georgia
$2.7M +$64.1K +260 +3%
LTAS
1888
Linden Thomas Advisory Services
North Carolina
$2.7M +$526K +2,135 +26%
MFS
1889
Mirabella Financial Services
United Kingdom
$2.7M +$1.63M +6,610 +176%
PCMK
1890
Paragon Capital Management (Kansas)
Kansas
$2.69M -$20.2K -82 -0.8%
SPWG
1891
Syntegra Private Wealth Group
Missouri
$2.69M +$44.6K +181 +2%
RMAM
1892
Raab & Moskowitz Asset Management
New Jersey
$2.68M -$57.7K -234 -2%
1W
1893
1776 Wealth
Georgia
$2.68M +$63.3K +257 +3%
SMC
1894
Smith, Moore & Co
Missouri
$2.68M +$82.8K +336 +3%
JA
1895
JLB & Associates
Michigan
$2.68M +$357K +1,449 +16%
SAA
1896
Southeast Asset Advisors
Georgia
$2.67M – – –
PWM
1897
Palumbo Wealth Management
New York
$2.67M +$134K +544 +6%
CVA
1898
Central Valley Advisors
California
$2.67M +$2.53M +10,265 New
SF
1899
Symphony Financial
Texas
$2.67M +$1.14M +4,617 +85%
PH
1900
Pinnacle Holdings
Oklahoma
$2.67M +$19.2K +78 +0.8%
74 75
76
77 78

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.