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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
BEW
2551
Burton Enright Welch
California
$638K -$12.1K -60 -2%
PCWA
2552
Pacific Capital Wealth Advisors
California
$637K -$293K -1,455 -32%
MIM
2553
MTM Investment Management
South Carolina
$635K +$51.4K +255 +9%
MTWM
2554
Masso Torrence Wealth Management
New Jersey
$635K -$4.84K -24 -0.8%
JWM
2555
JGP Wealth Management
Oregon
$634K -$32.3K -160 -5%
3F
2556
360 Financial
Minnesota
$634K
SFWA
2557
Summit Financial Wealth Advisors
Louisiana
$633K +$105K +523 +21%
FIM
2558
Freedom Investment Management
Connecticut
$632K -$151K -747 -20%
MMHP
2559
Murphy Middleton Hinkle & Parker
Georgia
$632K
BWCS
2560
Beirne Wealth Consulting Services
Connecticut
$632K +$212K +1,053 +66%
SIG
2561
Sargent Investment Group
Maryland
$630K -$151K -750 -20%
WPA
2562
West Paces Advisors
Georgia
$628K +$5.45K +27 +0.9%
MSA
2563
Marino Stram & Associates
Massachusetts
$627K +$2.22K +11 +0.4%
IIC
2564
Integrated Investment Consultants
Michigan
$627K +$114K +567 +23%
HA
2565
Hamel Associates
New Jersey
$626K -$16.1K -80 -3%
BFA
2566
BMS Financial Advisors
South Dakota
$626K -$11.7K -58 -2%
GAA
2567
Global Assets Advisory
Florida
$626K +$3.23K +16 +0.5%
C
2568
CEDRUS
Colorado
$626K +$19.8K +98 +3%
BC
2569
Bowman & Company
Wisconsin
$626K +$58.3K +289 +11%
WEPOG
2570
Wealth Enhancement & Preservation of GA
Georgia
$625K +$154K +764 +34%
OWM
2571
OneAscent Wealth Management
Alabama
$625K -$21K -104 -3%
PWMG
2572
Provence Wealth Management Group
California
$625K +$607K +3,008 New
SIAG
2573
Safeguard Investment Advisory Group
California
$621K +$5.85K +29 +1%
OIA
2574
Optimum Investment Advisors
Illinois
$619K
VC
2575
Vicus Capital
Pennsylvania
$618K -$49.8K -247 -8%

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.