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3,407 hedge funds and large institutions have $329B invested in Visa in 2022 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,285 increasing their positions, 1,390 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more first-time investments, than exits

New positions opened: 387 | Existing positions closed: 94

47% more call options, than puts

Call options by funds: $4.78B | Put options by funds: $3.26B

19% more capital invested

Capital invested by funds: $278B → $329B (+$51.5B)

18% more funds holding in top 10

Funds holding in top 10: 433513 (+80)

7% more funds holding

Funds holding: 3,1773,407 (+230)

0.03% more ownership

Funds ownership: 96.02%96.04% (+0.03%)

8% less repeat investments, than reductions

Existing positions increased: 1,285 | Existing positions reduced: 1,390

Holders
3,407
Holders Change
+230
Holders Change %
+7.24%
% of All Funds
54.76%
Holding in Top 10
513
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+18.48%
% of All Funds
8.24%
New
387
Increased
1,285
Reduced
1,390
Closed
94
Calls
$4.78B
Puts
$3.26B
Net Calls
+$1.52B
Net Calls Change
-$1.55B
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
2476
Omega Financial Group
California
$715K +$2.82K +14 +0.4%
OPA
2477
Old Port Advisors
Maine
$713K -$25.8K -128 -4%
CA
2478
CoreCap Advisors
Michigan
$712K -$1.4M -6,939 -67%
FAG
2479
Fortitude Advisory Group
Washington
$712K -$49.8K -247 -7%
BFWA
2480
Benchmark Financial Wealth Advisors
Florida
$711K +$133K +659 +24%
PHIC
2481
Pine Haven Investment Counsel
Massachusetts
$711K +$55.5K +275 +9%
AF
2482
Apexium Financial
Texas
$710K
FOA
2483
Five Oceans Advisors
California
$706K -$6.86K -34 -1%
LAI
2484
Legal Advantage Investments
California
$706K
HFA
2485
High Falls Advisors
New York
$704K -$27.2K -135 -4%
PFG
2486
PAX Financial Group
Texas
$704K -$97.2K -482 -12%
CCM
2487
Compton Capital Management
Rhode Island
$703K
PWAG
2488
Polaris Wealth Advisory Group
California
$702K -$3.23K -16 -0.5%
CI
2489
Cavalier Investments
Georgia
$701K -$42.4K -210 -6%
CWP
2490
Curated Wealth Partners
California
$701K +$3.83K +19 +0.6%
LTAS
2491
Linden Thomas Advisory Services
North Carolina
$701K +$680K +3,372 New
OWA
2492
Opal Wealth Advisors
New York
$700K +$9.88K +49 +1%
PFG
2493
Prosperity Financial Group
California
$700K +$680K +3,370 New
PWM
2494
Prentice Wealth Management
New York
$700K +$20.8K +103 +3%
LI
2495
LVZ Inc
Michigan
$699K +$156K +776 +30%
IA
2496
IFG Advisory
Georgia
$699K -$7.66K -38 -1%
MCA
2497
Magnolia Capital Advisors
Mississippi
$697K -$403 -2 -0.1%
GF
2498
Gries Financial
Ohio
$694K -$31.1K -154 -4%
PWM
2499
Palumbo Wealth Management
New York
$694K +$75.2K +373 +13%
CIEP
2500
Constellation Investimentos e Participacoes
Brazil
$694K +$106K +526 +19%

V Hedge Fund Activity: Q4 2022 in Review

3,407 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2022, worth a combined $329B — up 19% from $278B a quarter earlier.

Buyers outnumbered sellers: 387 funds opened new V positions and 94 closed out — a net gain of 293 holders — while 1,285 added to existing stakes and 1,390 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.18B. The largest seller was Janus Henderson Group, cutting an estimated $1.22B.

  • 3,407 institutional investors held Visa (V) as of Q4 2022, up from 3,177 in Q3 2022.
  • Funds reported $329B of Visa stock for Q4 2022, up 19% quarter-over-quarter.
  • 387 funds opened new Visa positions in Q4 2022 and 94 closed out, a net change of +293 holders.
  • The largest Visa buyer in Q4 2022 was Morgan Stanley, an estimated $1.18B added.
  • The largest Visa seller in Q4 2022 was Janus Henderson Group, an estimated $1.22B sold.

Based on aggregated 13F filings for Q4 2022.