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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
WFMPM
2651
Woodley Farra Manion Portfolio Management
Indiana
$542K -$9.48K -47 -2%
CWC
2652
Carolinas Wealth Consulting
North Carolina
$542K +$52.2K +259 +11%
WFM
2653
Wolff Financial Management
Michigan
$541K -$2.62K -13 -0.5%
SWIM
2654
Smallwood Wealth Investment Management
New Jersey
$541K
TRIA
2655
Trail Ridge Investment Advisors
Colorado
$539K +$14.7K +73 +3%
HCM
2656
Hengehold Capital Management
Ohio
$539K +$21K +104 +4%
AWM
2657
Aevitas Wealth Management
Massachusetts
$539K +$20.2K +100 +4%
HTHT
2658
Hemenway Trust Hemenway Trust
New Hampshire
$537K -$4.84K -24 -0.9%
NMG
2659
New Millennium Group
Utah
$536K -$13.9K -69 -3%
DSN
2660
D. Scott Neal
Kentucky
$535K
VAM
2661
Verity Asset Management
North Carolina
$532K +$150K +742 +41%
WAM
2662
Winslow Asset Management
Ohio
$530K
FCM
2663
Fourpath Capital Management
Oklahoma
$530K -$20.4K -101 -4%
AFA
2664
Arlington Financial Advisors
California
$529K
BFC
2665
Bedel Financial Consulting
Indiana
$529K -$1.61K -8 -0.3%
CAM
2666
Campion Asset Management
Virginia
$528K +$40.7K +202 +9%
ETH
2667
Exos TFP Holdings
New York
$527K +$149K +737 +41%
NG
2668
Northstar Group
New York
$526K
TA
2669
Trellis Advisors
Washington
$525K +$11.3K +56 +2%
ACP
2670
Aveo Capital Partners
Colorado
$525K +$65.7K +326 +15%
PC
2671
Permit Capital
Pennsylvania
$525K
SWM
2672
Salvus Wealth Management
New Jersey
$523K -$64.3K -319 -11%
TVAMP
2673
Tennessee Valley Asset Management Partners
Tennessee
$523K +$43.2K +214 +9%
TI
2674
Truepoint Inc
Ohio
$523K +$2.22K +11 +0.4%
CNFG
2675
Creegan & Nassoura Financial Group
New Hampshire
$521K -$5.45K -27 -1%

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.