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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
HAC
1976
Harbor Advisory Corp
New Hampshire
$2.4M -$126K -510 -5%
CCA
1977
Criterion Capital Advisors
Tennessee
$2.4M +$2.27M +9,209 New
BWG
1978
Boomfish Wealth Group
Georgia
$2.39M +$2.26M +9,173 New
RC
1979
RDST Capital
Washington
$2.38M -$165K -670 -7%
GDP
1980
Great Diamond Partners
Maine
$2.38M -$9.61K -39 -0.4%
FFO
1981
Fiduciary Family Office
Florida
$2.37M +$2.25M +9,109 New
GSWM
1982
Greenup Street Wealth Management
Michigan
$2.37M -$536K -2,176 -19%
SCI
1983
S&CO Inc
Massachusetts
$2.36M +$24.6K +100 +1%
WCM
1984
Weaver Capital Management
Georgia
$2.35M +$2.23M +9,029 New
LD
1985
Lipe & Dalton
New York
$2.35M -$24.6K -100 -1%
KCM
1986
Kathmere Capital Management
Pennsylvania
$2.35M -$53K -215 -2%
BAM
1987
Byrne Asset Management
New Jersey
$2.34M -$32.5K -132 -1%
CT
1988
Columbia Trust
Oregon
$2.34M +$278K +1,128 +14%
LPT
1989
Legacy Private Trust
Wisconsin
$2.33M -$20K -81 -0.9%
VT
1990
Vise Technologies
New York
$2.31M -$23.2K -94 -1%
OC
1991
Oakworth Capital
Alabama
$2.31M +$84K +341 +4%
WAG
1992
Winthrop Advisory Group
Massachusetts
$2.3M +$564K +2,289 +35%
AW
1993
Alaethes Wealth
Nevada
$2.3M +$9.12K +37 +0.4%
BB
1994
Bell Bank
North Dakota
$2.3M -$38K -154 -2%
FWM
1995
ForthRight Wealth Management
Georgia
$2.29M -$236K -956 -10%
CA
1996
Callahan Advisors
Texas
$2.29M +$12.1K +49 +0.6%
TNAM
1997
Terra Nova Asset Management
New York
$2.29M -$99.8K -405 -4%
LWM
1998
Laidlaw Wealth Management
New York
$2.28M -$696K -2,825 -24%
FPCP
1999
Fort Point Capital Partners
California
$2.27M +$3.94K +16 +0.2%
RWP
2000
Revolve Wealth Partners
New Jersey
$2.26M +$237K +961 +12%
78 79
80
81 82

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.