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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
WB
2426
WesBanco Bank
West Virginia
$1.2M -$817K -3,315 -42%
PWM
2427
Prentice Wealth Management
New York
$1.2M +$49.5K +201 +5%
PCFFS
2428
Pacific Center for Financial Services
California
$1.2M +$53.2K +216 +5%
RFS
2429
Richardson Financial Services
Massachusetts
$1.2M +$1.13M +4,604 New
HCM
2430
Horiko Capital Management
New York
$1.2M – – –
WHCI
2431
W.H. Cornerstone Investments
Massachusetts
$1.2M +$118K +478 +12%
PAG
2432
Private Advisory Group
Washington
$1.19M -$185K -749 -14%
TIMH
2433
Tilt Investment Management Holdings
New York
$1.19M -$992K -4,024 -47%
GSC
2434
Grey Street Capital
Illinois
$1.19M +$82.3K +334 +8%
NFSG
2435
Newbridge Financial Services Group
Florida
$1.19M -$107K -436 -9%
TCOTS
2436
Trust Company of the South
North Carolina
$1.19M +$1.12M +4,554 New
RA
2437
Rockingstone Advisors
Massachusetts
$1.19M -$226K -916 -17%
PL
2438
Plancorp LLC
Missouri
$1.18M +$83.3K +338 +8%
OP
2439
ORG Partners
Indiana
$1.18M +$38.7K +157 +4%
APIM
2440
Agate Pass Investment Management
Washington
$1.18M -$1.73K -7 -0.2%
WCA
2441
Westover Capital Advisors
Delaware
$1.18M +$15K +61 +1%
WPW
2442
Watershed Private Wealth
Illinois
$1.17M -$54.2K -220 -5%
CFO
2443
CVA Family Office
Colorado
$1.17M -$41.9K -170 -4%
PWM
2444
Paulson Wealth Management
Illinois
$1.17M +$288K +1,170 +35%
SAM
2445
Satovsky Asset Management
New York
$1.17M -$33.8K -137 -3%
OCM
2446
Orion Capital Management
California
$1.17M -$69K -280 -6%
SFB
2447
STAR Financial Bank
Indiana
$1.17M +$70.2K +285 +7%
FBT
2448
First Bankers Trust
Kentucky
$1.17M – – –
PFSC
2449
Peoples Financial Services Corp
Pennsylvania
$1.17M -$2.22K -9 -0.2%
ECM
2450
Elgethun Capital Management
South Dakota
$1.17M +$246 +1 +0%
96 97
98
99 100

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.