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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
TWM
2501
Tradition Wealth Management
Minnesota
$692K -$7.87K -39 -1%
PIA
2502
Perennial Investment Advisors
California
$691K +$17.9K +89 +3%
WA
2503
Waddell & Associates
Tennessee
$690K +$68.4K +339 +11%
ACA
2504
Ackerman Capital Advisors
Texas
$689K
BIAS
2505
Beacon Investment Advisory Services
New Jersey
$687K -$40.3K -200 -6%
CWP
2506
Concord Wealth Partners
Virginia
$685K -$213K -1,058 -24%
WFAG
2507
Worth Financial Advisory Group
North Carolina
$685K +$665K +3,298 New
MIP
2508
Marietta Investment Partners
Wisconsin
$683K +$29.2K +145 +5%
DA
2509
Detalus Advisors
Missouri
$683K +$3.23K +16 +0.5%
PWM
2510
PBMares Wealth Management
Virginia
$682K -$98.8K -490 -13%
LC
2511
Lavaca Capital
Texas
$681K +$272K +1,348 +70%
IAP
2512
Indie Asset Partners
Indiana
$679K -$4.64K -23 -0.7%
KFS
2513
Kaizen Financial Strategies
California
$678K -$126K -627 -17%
GCM
2514
Gladius Capital Management
Illinois
$678K -$3.5M -17,357 -84%
BWA
2515
BDO Wealth Advisors
Florida
$678K -$10.9K -54 -2%
MCM
2516
Mendel Capital Management
Arkansas
$674K -$46.4K -230 -7%
KCM
2517
KRS Capital Management
Michigan
$674K +$202 +1 +0%
PCH
2518
PGIM Custom Harvest
New Jersey
$674K +$654K +3,242 New
APC
2519
Aspire Private Capital
North Carolina
$673K +$18.4K +91 +3%
FBA
2520
Front Barnett Associates
Illinois
$673K
DPI
2521
Diversified Portfolios Inc
Michigan
$671K
GA
2522
GoalVest Advisory
New York
$669K -$687K -3,407 -51%
BWA
2523
Blodgett Wealth Advisors
California
$667K
NSIM
2524
North Star Investment Management
Illinois
$666K +$11.3K +56 +2%
KA
2525
Kearns & Associates
California
$665K +$645K +3,200 New

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.