We are live on ! Find out more
V icon

Visa
V

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
LA
2101
Legacy Advisors
Pennsylvania
$1.9M +$324K +1,315 +22%
HEIP
2102
Hudson Edge Investment Partners
New Jersey
$1.9M -$4.93K -20 -0.3%
PHS
2103
Pekin Hardy Strauss
Illinois
$1.9M -$9.86K -40 -0.5%
AA
2104
Argent Advisors
Louisiana
$1.9M +$2.96K +12 +0.2%
PBC
2105
Pavion Blue Capital
California
$1.89M -$13.8K -56 -0.8%
LWM
2106
Lodestone Wealth Management
Washington
$1.88M +$39.4K +160 +2%
EFG
2107
Everhart Financial Group
Ohio
$1.87M +$235K +953 +15%
SFWC
2108
Strategic Family Wealth Counselors
New Jersey
$1.87M – – –
PPG
2109
Peak Planning Group
Colorado
$1.86M -$6.66K -27 -0.4%
CFA
2110
Camarda Financial Advisors
Florida
$1.86M +$96.1K +390 +6%
XF
2111
XML Financial
Maryland
$1.85M -$150K -609 -8%
BTI
2112
Blue Trust Inc
Georgia
$1.85M +$130K +529 +7%
CFCI
2113
Comprehensive Financial Consultants Institutional
Indiana
$1.85M +$145K +587 +9%
CPC
2114
Congress Park Capital
New York
$1.84M – – –
EWM
2115
EPG Wealth Management
Georgia
$1.84M +$70.7K +287 +4%
FI
2116
Financial Insights
Washington
$1.84M +$32.8K +133 +2%
APGDR
2117
Absoluto Partners Gestao de Recursos
Brazil
$1.84M -$477K -1,937 -22%
SSW
2118
Stone Summit Wealth
Florida
$1.84M -$80.4K -326 -4%
ZIG
2119
Zullo Investment Group
Pennsylvania
$1.84M +$16.3K +66 +0.9%
LWA
2120
Lineweaver Wealth Advisors
Ohio
$1.84M +$92.2K +374 +6%
EI
2121
Ellevest Inc
New York
$1.83M +$65.8K +267 +4%
AC
2122
Aristides Capital
Kentucky
$1.82M – – –
VSAM
2123
Value Star Asset Management
Hong Kong
$1.82M +$739K +3,000 +75%
HIC
2124
Holderness Investments Company
North Carolina
$1.82M +$2.46K +10 +0.1%
FWA
2125
FOCUS Wealth Advisors
Texas
$1.82M +$35.2K +143 +2%
83 84
85
86 87

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.