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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
WMA
2526
Wealth Management Associates
New Jersey
$664K -$68.2K -338 -10%
TCPWM
2527
Traverso Chambers Private Wealth Management
California
$662K -$10.9K -54 -2%
MCM
2528
Morton Capital Management
California
$662K +$15.3K +76 +2%
SFG
2529
SNS Financial Group
Minnesota
$660K +$35.3K +175 +6%
PL
2530
Plancorp LLC
Missouri
$660K -$90.5K -449 -12%
FBC
2531
Fairfield, Bush & Co
Connecticut
$660K +$38.3K +190 +6%
CPA
2532
Cardiff Park Advisors
California
$659K -$81.9K -406 -11%
KCM
2533
Kanawha Capital Management
Virginia
$659K +$80.7K +400 +14%
RW
2534
REDW Wealth
New Mexico
$658K -$53.2K -264 -8%
RCG
2535
Rock Creek Group
District of Columbia
$657K +$104K +514 +19%
WA
2536
Wealth Architects
California
$655K -$25.4K -126 -4%
HC
2537
Hoese & Co
Minnesota
$652K -$2.02K -10 -0.3%
PDM
2538
Penn Davis McFarland
Texas
$651K -$3.43K -17 -0.5%
MWP
2539
Madison Wealth Partners
Wisconsin
$649K +$5.04K +25 +0.8%
IWA
2540
Inspirion Wealth Advisors
Illinois
$648K -$5.04K -25 -0.8%
SB
2541
Sunflower Bank
Texas
$648K -$36.5K -181 -5%
HWA
2542
Heartwood Wealth Advisors
Virginia
$647K +$65.9K +327 +12%
WFI
2543
West Family Investments
California
$641K -$493K -2,445 -44%
AC
2544
Annandale Capital
Texas
$641K
IGWM
2545
ICA Group Wealth Management
Colorado
$641K -$1.71M -8,483 -73%
TCWM
2546
Total Clarity Wealth Management
Illinois
$639K +$68.2K +338 +12%
SOW
2547
State of Wyoming
Wyoming
$639K -$266K -1,320 -30%
NSB
2548
Norway Savings Bank
Maine
$639K +$21.2K +105 +4%
FBT
2549
First Bank & Trust
South Dakota
$639K +$2.62K +13 +0.4%
CS
2550
Cannell & Spears
New York
$639K +$284K +1,408 +85%

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.