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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
CWM
2026
Circle Wealth Management
New Jersey
$2.16M +$246 +1 +0%
SFM
2027
Systematic Financial Management
New Jersey
$2.16M – – –
VCP
2028
Verus Capital Partners
Arizona
$2.16M -$90.7K -368 -4%
NB
2029
Northwest Bancshares
Pennsylvania
$2.14M -$42.6K -173 -2%
CGFA
2030
Colton Groome Financial Advisors
North Carolina
$2.14M +$300K +1,217 +17%
EA
2031
Ellsworth Advisors
Ohio
$2.13M -$4.95M -20,093 -71%
DAM
2032
Derbend Asset Management
Georgia
$2.12M +$7.15K +29 +0.4%
FHC
2033
First Heartland Consultants
Missouri
$2.12M -$96.1K -390 -5%
BLC
2034
Brown, Lisle/Cummings
Rhode Island
$2.11M -$12.6K -51 -0.6%
PDL
2035
Portfolio Design Labs
California
$2.1M +$1.99M +8,069 New
EL
2036
EMFO LLC
Florida
$2.09M -$173K -700 -8%
9WM
2037
9258 Wealth Management
Ohio
$2.09M +$342K +1,387 +21%
SLC
2038
Second Line Capital
Louisiana
$2.09M +$1.98M +8,030 New
CRI
2039
Commonwealth Retirement Investments
Virginia
$2.09M +$1.98M +8,028 New
BIA
2040
Benchmark Investment Advisors
Illinois
$2.09M -$721K -2,924 -27%
SFG
2041
Snider Financial Group
Washington
$2.08M +$98.1K +398 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2042
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.08M -$1.95M -7,931 -50%
SP
2043
Stonebrook Private
Michigan
$2.07M +$1.96M +7,967 New
FPAS
2044
Focus Partners Advisor Solutions
Missouri
$2.07M +$208K +845 +12%
ACMA
2045
Arbor Capital Management (Alaska)
Alaska
$2.07M -$67.5K -274 -3%
PIWA
2046
Prevail Innovative Wealth Advisors
Kansas
$2.07M +$110K +445 +6%
RMC
2047
Resources Management Corp
Connecticut
$2.07M -$20.5K -83 -1%
CFG
2048
Cooper Financial Group
California
$2.06M +$117K +476 +6%
GLA
2049
Good Life Advisors
Pennsylvania
$2.06M -$1.4M -5,678 -42%
GWM
2050
Gray Wealth Management
Maine
$2.06M +$54.7K +222 +3%
80 81
82
83 84

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.