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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
BWM
2601
Baron Wealth Management
Michigan
$595K +$578K +2,864 New
BPGAM
2602
BTG Pactual Global Asset Management
Bermuda
$594K -$97.8K -485 -14%
AP
2603
Advisors Preferred
Maryland
$594K +$578K +2,864 New
RWI
2604
Red Wave Investments
Pennsylvania
$593K -$131K -648 -19%
ARC
2605
Advisor Resource Council
Texas
$593K -$41.9K -208 -7%
TCBWMS
2606
Texas Capital Bank Wealth Management Services
Texas
$592K +$78.9K +391 +16%
MAM
2607
Marotta Asset Management
Virginia
$591K +$33.5K +166 +6%
DCM
2608
Dimension Capital Management
Florida
$591K +$56.1K +278 +11%
SIC
2609
Samalin Investment Counsel
New York
$591K +$1.41K +7 +0.2%
AA
2610
Advisory Alpha
Michigan
$588K -$1.01K -5 -0.2%
SC
2611
Saiph Capital
New Jersey
$586K +$16.9K +84 +3%
KC
2612
Knuff & Co
California
$586K
PIMG
2613
Patriot Investment Management Group
Tennessee
$584K +$60.3K +299 +13%
CPA
2614
Court Place Advisors
Maryland
$583K
BCM
2615
Bienville Capital Management
New York
$582K
CAM
2616
Claret Asset Management
Quebec, Canada
$580K +$14.1K +70 +3%
ERWM
2617
Elk River Wealth Management
Colorado
$576K
SPC
2618
Stewart & Patten Company
California
$575K -$10.1K -50 -2%
QFA
2619
Quantum Financial Advisors
California
$574K
LSA
2620
Lion Street Advisors
Texas
$572K +$63.1K +313 +13%
WDL
2621
Well Done LLC
Michigan
$570K -$41.7K -207 -7%
FCA
2622
FinTrust Capital Advisors
South Carolina
$570K +$45.6K +226 +9%
SNBOSCI
2623
Security National Bank of Sioux City Iowa
Iowa
$567K +$551K +2,731 New
NRC
2624
New Republic Capital
North Carolina
$567K +$550K +2,728 New
ICP
2625
Interchange Capital Partners
Pennsylvania
$566K +$53.6K +266 +11%

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.