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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
UCB
2626
United Community Bank
South Carolina
$566K +$14.9K +74 +3%
MIM
2627
Meridiem Investment Management
United Kingdom
$565K -$84.7K -420 -13%
CCM
2628
Carlson Capital Management
Minnesota
$565K +$62.5K +310 +13%
CBA
2629
Coastal Bridge Advisors
Connecticut
$563K +$90.1K +447 +20%
TFA
2630
Tranquilli Financial Advisor
New Jersey
$563K +$106K +526 +24%
TPW
2631
Transatlantique Private Wealth
New York
$562K -$20.2K -100 -4%
WCP
2632
Wick Capital Partners
Pennsylvania
$562K -$28.6K -142 -5%
SFG
2633
Summit Financial Group
West Virginia
$562K
HCM
2634
Huber Capital Management
California
$561K +$101K +500 +23%
PVM
2635
Palogic Value Management
Texas
$560K +$544K +2,697 New
SPWM
2636
Spartan Planning & Wealth Management
North Carolina
$560K +$543K +2,694 +269,400%
EBA
2637
Eagle Bay Advisors
New York
$558K +$160K +795 +42%
MIAS
2638
Mason Investment Advisory Services
Virginia
$554K +$1.41K +7 +0.3%
LPAM
2639
Lodestar Private Asset Management
California
$552K +$535K +2,655 New
MCA
2640
MSH Capital Advisors
Arizona
$551K -$29.4K -146 -5%
ORAM
2641
One River Asset Management
Connecticut
$550K +$533K +2,645 New
GC
2642
Garde Capital
Washington
$550K -$28.2K -140 -5%
KFSC
2643
Keystone Financial Services (Colorado)
Colorado
$550K +$18.8K +93 +4%
AWAG
2644
ARS Wealth Advisors Group
Florida
$548K -$1.15M -5,707 -68%
CWG
2645
Crown Wealth Group
North Carolina
$547K -$23.2K -115 -4%
HGERS
2646
Householder Group Estate & Retirement Specialist
Arizona
$546K -$96K -476 -15%
DWM
2647
Darwin Wealth Management
Florida
$545K -$22.4K -111 -4%
IWA
2648
Intercontinental Wealth Advisors
Texas
$544K +$3.43K +17 +0.7%
JWM
2649
Janiczek Wealth Management
Colorado
$543K +$163K +807 +50%
AWM
2650
Act Wealth Management
Texas
$543K

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.