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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
JWCA
1951
J.W. Coons Advisors
Ohio
$2.46M +$26.6K +108 +1%
BWP
1952
Balboa Wealth Partners
Arizona
$2.46M +$348K +1,412 +18%
NW
1953
Naviter Wealth
Arkansas
$2.46M +$406K +1,647 +21%
REMPR
1954
Roof Eidam Maycock Peralta (REMP)
California
$2.46M -$24.6K -100 -1%
IIA
1955
IPG Investment Advisors
California
$2.46M +$1.14M +4,642 +97%
MFG
1956
MidWestOne Financial Group
Iowa
$2.45M -$42.9K -174 -2%
GM
1957
GeoWealth Management
Illinois
$2.44M +$2.13M +8,632 +1,148%
AA
1958
Auxano Advisors
Washington
$2.44M -$14.5K -59 -0.6%
ACL
1959
Applied Capital LLC
Florida
$2.44M -$96.1K -390 -4%
CF
1960
Centaurus Financial
California
$2.44M +$157K +637 +7%
CFM
1961
Capricorn Fund Managers
United Kingdom
$2.44M – – –
SAM
1962
Smartleaf Asset Management
Massachusetts
$2.43M +$2.32M +9,405 New
CCG
1963
Catalina Capital Group
California
$2.43M +$2.3M +9,330 New
SFPG
1964
Stonebridge Financial Planning Group
Florida
$2.43M -$43.1K -175 -2%
CWM
1965
Compass Wealth Management
Connecticut
$2.43M – – –
RIA
1966
Realta Investment Advisors
Delaware
$2.42M +$143K +580 +7%
VBWMG
1967
Von Berge Wealth Management Group
California
$2.42M +$2.26M +9,163 New
HCCM
1968
Hudson Canyon Capital Management
New York
$2.42M -$51.5K -209 -2%
GC
1969
Gratus Capital
Georgia
$2.42M +$1.72M +6,960 +300%
CIA
1970
Compass Ion Advisors
Pennsylvania
$2.41M -$17.7K -72 -0.8%
PTP
1971
Platform Technology Partners
New York
$2.41M -$299K -1,214 -12%
PCM
1972
Princeton Capital Management
New Jersey
$2.41M +$47.8K +194 +2%
GWSG
1973
GPS Wealth Strategies Group
Colorado
$2.4M -$101K -410 -4%
AFG
1974
Atomi Financial Group
New York
$2.4M +$962K +3,902 +73%
DCM
1975
Davidson Capital Management
Texas
$2.4M +$47.1K +191 +2%
77 78
79
80 81

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.