Visa
3,781 hedge funds and large institutions have $395B invested in Visa in 2023 Q4 according to their latest regulatory filings, with 428 funds opening new positions, 1,530 increasing their positions, 1,443 reducing their positions, and 105 closing their positions.
308% more first-time investments, than exits
New positions opened: 428 | Existing positions closed: 105
12% more call options, than puts
Call options by funds: $4.53B | Put options by funds: $4.06B
10% more funds holding in top 10
Funds holding in top 10: 506 → 555 (+49)
7% more funds holding
Funds holding: 3,518 → 3,781 (+263)
1.33% more ownership
Funds ownership: 94.63% → 95.96% (+1.3%)
6% more repeat investments, than reductions
Existing positions increased: 1,530 | Existing positions reduced: 1,443
4% more capital inflows, than outflows
Capital inflows: $11.6B | Capital outflows: $11.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$733M |
| 2 |
State Street
Boston,
Massachusetts
|
+$464M |
| 3 |
Morgan Stanley
New York
|
+$437M |
| 4 |
JP Morgan Chase
New York
|
+$411M |
| 5 |
BlackRock
New York
|
+$377M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Markets
New York
|
-$630M |
| 2 |
Echo Street Capital Management
New York
|
-$599M |
| 3 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$501M |
| 4 |
Goldman Sachs
New York
|
-$439M |
| 5 |
BlueSpruce Investments
Chicago,
Illinois
|
-$438M |
V Hedge Fund Activity: Q4 2023 in Review
3,781 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2023, worth a combined $395B — up 13% from $350B a quarter earlier.
Buyers outnumbered sellers: 428 funds opened new V positions and 105 closed out — a net gain of 323 holders — while 1,530 added to existing stakes and 1,443 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $733M. The largest seller was CIBC World Markets, cutting an estimated $630M.
- 3,781 institutional investors held Visa (V) as of Q4 2023, up from 3,518 in Q3 2023.
- Funds reported $395B of Visa stock for Q4 2023, up 13% quarter-over-quarter.
- 428 funds opened new Visa positions in Q4 2023 and 105 closed out, a net change of +323 holders.
- The largest Visa buyer in Q4 2023 was Neuberger Berman Group, an estimated $733M added.
- The largest Visa seller in Q4 2023 was CIBC World Markets, an estimated $630M sold.
Based on aggregated 13F filings for Q4 2023.