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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
FFC
2226
First Financial Corp
Indiana
$1.53M +$37.2K +151 +3%
FCM
2227
Fortis Capital Management
Washington
$1.53M +$156K +632 +12%
TAM
2228
Tealwood Asset Management
Minnesota
$1.53M -$18.2K -74 -1%
CSI
2229
Cross Staff Investments
New York
$1.53M +$63.6K +258 +5%
Jacobs Levy Equity Management
2230
Jacobs Levy Equity Management
New Jersey
$1.52M -$1.65M -6,691 -53%
CPSC
2231
Carl P. Sherr & Co
Massachusetts
$1.52M -$6.66K -27 -0.5%
CIM
2232
Corda Investment Management
Texas
$1.52M -$10.6K -43 -0.7%
VWM
2233
Vigilare Wealth Management
Arizona
$1.51M +$493 +2 +0%
DOA
2234
D'Orazio & Associates
Virginia
$1.51M +$71.5K +290 +5%
SFG
2235
Sovereign Financial Group
Connecticut
$1.51M +$46.6K +189 +3%
GKWIM
2236
Gerber Kawasaki Wealth & Investment Management
California
$1.5M -$102K -412 -7%
LWL
2237
Leo Wealth LLC
Texas
$1.5M +$1.4M +5,698 New
WIM
2238
WealthPlan Investment Management
Nebraska
$1.5M +$48.1K +195 +4%
TLCM
2239
Twin Lakes Capital Management
California
$1.5M -$149K -604 -9%
CIP
2240
Capital Insight Partners
Arizona
$1.49M -$6.16K -25 -0.4%
HIM
2241
Harbour Investment Management
Washington
$1.49M -$17K -69 -1%
FFA
2242
Founders Financial Alliance
North Carolina
$1.49M +$66.1K +268 +5%
CCA
2243
Childress Capital Advisors
Texas
$1.49M +$42.6K +173 +3%
SMH
2244
Sanders Morris Harris
Texas
$1.49M -$871K -3,533 -38%
IWA
2245
IVC Wealth Advisors
Pennsylvania
$1.49M -$49.3K -200 -3%
XWM
2246
Xcel Wealth Management
Florida
$1.48M
GAM
2247
Grandview Asset Management
Pennsylvania
$1.48M +$6.9K +28 +0.5%
GIA
2248
Guyasuta Investment Advisors
Pennsylvania
$1.48M -$95.4K -387 -6%
EIA
2249
Eastover Investment Advisors
North Carolina
$1.48M +$29.3K +119 +2%
OWA
2250
One Wealth Advisors
California
$1.47M +$123K +498 +10%

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.