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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
RAM
1926
Ramirez Asset Management
New York
$2.56M – – –
EWM
1927
Evergreen Wealth Management
Michigan
$2.56M +$58.2K +236 +2%
1IA
1928
1834 Investment Advisors
Wisconsin
$2.56M -$876K -3,555 -27%
RCM
1929
Radnor Capital Management
Pennsylvania
$2.54M – – –
MLA
1930
My Legacy Advisors
Oregon
$2.54M +$117K +475 +5%
MFGM
1931
Marshall Financial Group (Maryland)
Maryland
$2.54M -$10.8K -44 -0.4%
RCIM
1932
Red Cedar Investment Management
Michigan
$2.53M – – –
MAM
1933
MWA Asset Management
Massachusetts
$2.53M +$493 +2 +0%
EWG
1934
Executive Wealth Group
Washington
$2.52M +$4.68K +19 +0.2%
AT
1935
Arlington Trust
Alabama
$2.51M -$722K -2,931 -23%
VPI
1936
Value Partners Investments
Manitoba, Canada
$2.51M +$416K +1,687 +21%
TSWM
1937
Tyler-Stone Wealth Management
Ohio
$2.51M -$10.8K -44 -0.5%
TIM
1938
Triad Investment Management
California
$2.51M +$21.9K +89 +0.9%
AWM
1939
Angeles Wealth Management
California
$2.5M +$138K +561 +6%
OPW
1940
Oxler Private Wealth
New York
$2.5M -$1.51M -6,115 -39%
CPRC
1941
Consolidated Portfolio Review Corp
New York
$2.5M -$54K -219 -2%
TWM
1942
Thrive Wealth Management
Pennsylvania
$2.5M -$17.7K -72 -0.7%
BCP
1943
Blackhawk Capital Partners
Wisconsin
$2.49M -$299K -1,215 -11%
BMO
1944
Beck Mack & Oliver
New York
$2.48M +$302K +1,225 +15%
GCP
1945
GSA Capital Partners
United Kingdom
$2.48M +$2.35M +9,518 New
TGCMU
1946
Titan Global Capital Management USA
New York
$2.48M -$12.8K -52 -0.5%
TFP
1947
Tilia Fiduciary Partners
North Carolina
$2.48M +$28.1K +114 +1%
DC
1948
DeDora Capital
California
$2.47M +$38.2K +155 +2%
BCM
1949
BlueCrest Capital Management
Jersey
$2.46M -$837K -3,395 -26%
KF
1950
KKM Financial
Illinois
$2.46M +$2.33M +9,455 New
76 77
78
79 80

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.