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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
SAI
2001
Systematic Alpha Investments
New Jersey
$2.26M – – –
Verition Fund Management
2002
Verition Fund Management
Connecticut
$2.26M -$2.57M -10,429 -55%
RZH
2003
Relyea Zuckerberg Hanson
Connecticut
$2.25M +$809K +3,281 +61%
DRS
2004
Deane Retirement Strategies
Louisiana
$2.24M -$2.71K -11 -0.1%
JGCM
2005
Joseph Group Capital Management
Ohio
$2.24M +$53.2K +216 +3%
ITIM
2006
Indiana Trust & Investment Management
Indiana
$2.24M -$13.6K -55 -0.6%
DA
2007
DCM Advisors
New York
$2.23M +$475K +1,927 +29%
FNT
2008
First Nebraska Trust
Nebraska
$2.23M +$65.3K +265 +3%
SXL
2009
Summit X LLC
Missouri
$2.23M +$121K +492 +6%
SW
2010
SkyOak Wealth
Michigan
$2.22M -$115K -466 -5%
SC
2011
Savoie Capital
Illinois
$2.21M – – –
CB
2012
CNB Bank
Pennsylvania
$2.21M +$140K +568 +7%
AWC
2013
Abundance Wealth Counselors
Pennsylvania
$2.21M +$36K +146 +2%
MSFP
2014
Mark Sheptoff Financial Planning
Connecticut
$2.21M – – –
RIA
2015
Regal Investment Advisors
Michigan
$2.2M +$19.5K +79 +0.9%
PP
2016
PDS Planning
Ohio
$2.2M +$141K +571 +7%
SA
2017
SRN Advisors
Pennsylvania
$2.2M +$187K +757 +10%
CPC
2018
Consolidated Planning Corp
Georgia
$2.19M +$193K +785 +10%
AA
2019
Altman Advisors
Illinois
$2.18M -$308K -1,249 -13%
DS
2020
DRW Securities
Illinois
$2.18M -$1.83M -7,407 -47%
IC
2021
Inscription Capital
Texas
$2.18M +$446K +1,809 +28%
DCM
2022
Dudley Capital Management
Virginia
$2.18M – – –
SWM
2023
Sculati Wealth Management
Michigan
$2.17M +$63.3K +257 +3%
MFP
2024
Meridian Financial Partners
Virginia
$2.17M +$58.2K +236 +3%
CCMW
2025
Cypress Capital Management (Wyoming)
Wyoming
$2.16M -$60.4K -245 -3%
79 80
81
82 83

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.