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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
ACG
1901
Allen Capital Group
Nebraska
$2.66M +$166K +675 +7%
SIM
1902
Sentry Investment Management
Wisconsin
$2.66M +$216K +875 +9%
SIC
1903
SJS Investment Consulting
Ohio
$2.65M – – –
TCWA
1904
Turtle Creek Wealth Advisors
Texas
$2.65M +$2.51M +10,183 New
FWA
1905
FSM Wealth Advisors
Ohio
$2.65M +$6.16K +25 +0.2%
DIP
1906
DT Investment Partners
Pennsylvania
$2.65M -$64.3K -261 -3%
JFG
1907
Jefferies Financial Group
New York
$2.64M -$7.26M -29,444 -74%
PAMG
1908
Patton Albertson Miller Group
Tennessee
$2.64M -$51K -207 -2%
SHFA
1909
SS&H Financial Advisors
Michigan
$2.64M – – –
HCM
1910
Hall Capital Management
Rhode Island
$2.63M +$45.1K +183 +2%
MGIU
1911
M&G Investments (USA)
Illinois
$2.63M +$2.49M +10,117 New
MA
1912
MCF Advisors
Kentucky
$2.63M +$177K +720 +8%
MWAM
1913
Manhattan West Asset Management
California
$2.62M +$745K +3,023 +43%
TCPG
1914
Trivant Custom Portfolio Group
California
$2.61M -$6.16K -25 -0.2%
GWANC
1915
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.61M -$14.3K -58 -0.6%
PIMJS
1916
PKO Investment Management Joint-Stock
Poland
$2.6M +$2.46M +10,000 New
SCA
1917
Sander Capital Advisors
Washington
$2.6M +$246 +1 +0%
MCC
1918
Malaga Cove Capital
California
$2.6M -$172K -699 -7%
CANY
1919
Caxton Associates (New York)
New York
$2.6M +$2.46M +9,992 New
TCM
1920
Teza Capital Management
Illinois
$2.6M -$208K -844 -8%
WI
1921
WrapManager Inc
California
$2.6M -$52.5K -213 -2%
NNPTE
1922
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.59M +$2.45M +9,945 New
MWM
1923
Mattern Wealth Management
Kansas
$2.59M +$113K +459 +5%
PWMAG
1924
Pinnacle Wealth Management Advisory Group
New Jersey
$2.58M -$7.39K -30 -0.3%
BBP
1925
Banco BTG Pactual
Brazil
$2.56M +$2.05M +8,318 +544%
75 76
77
78 79

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.