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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: 504552 (+48)

7% more funds holding

Funds holding: 3,5133,771 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
2051
HF Advisory Group
Maryland
$2.06M +$315K +1,280 +19%
JSC
2052
J. Stern & Co
United Kingdom
$2.05M +$1.85M +7,510 New
UAML
2053
US Asset Management LLC
Pennsylvania
$2.05M +$1.94M +7,880 New
NAMP
2054
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.05M
BA
2055
Ballast Advisors
Minnesota
$2.05M +$43.6K +177 +2%
IA
2056
Icon Advisers
Colorado
$2.04M
JHCP
2057
Jackson Hole Capital Partners
Oklahoma
$2.03M -$1.39M -5,647 -42%
SDWIA
2058
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.03M -$41.4K -168 -2%
KSWA
2059
Kathleen S. Wright Associates
Pennsylvania
$2.03M
TP
2060
Tranquility Partners
Tennessee
$2.02M -$87.7K -356 -4%
BCA
2061
Bay Colony Advisors
Massachusetts
$2.02M -$12.3K -50 -0.6%
CASB
2062
Cape Ann Savings Bank
Massachusetts
$2.02M +$20K +81 +1%
CC
2063
Constitution Capital
Connecticut
$2.01M +$102K +415 +6%
MMH
2064
Menora Mivtachim Holdings
Israel
$2.01M +$1.24M +5,030 +186%
SPIS
2065
Steward Partners Investment Solutions
Oregon
$2.01M +$1.9M +7,708 New
LT
2066
Lindsell Train
United Kingdom
$2.01M +$98.6K +400 +5%
HIC
2067
Harvey Investment Company
Kentucky
$2M
CFP
2068
Catalyst Financial Partners
Massachusetts
$2M +$97.4K +395 +5%
PHIMC
2069
Private Harbour Investment Management & Counsel
Ohio
$1.99M -$136K -551 -7%
FPFS
2070
First Personal Financial Services
North Carolina
$1.99M -$18.2K -74 -1%
FFA
2071
Fortune Financial Advisors
Kansas
$1.98M +$80.4K +326 +4%
AF
2072
Apexium Financial
Texas
$1.98M +$959K +3,889 +104%
MPPLM
2073
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.98M +$119K +481 +7%
FF
2074
Fluent Financial
Texas
$1.98M -$484K -1,963 -21%
FTIS
2075
First Trust Investment Solutions
Florida
$1.97M +$1.87M +7,577 New

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.