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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
CWM
2676
Cedar Wealth Management
California
$520K +$11.1K +55 +2%
HC
2677
Hamilton Capital
Ohio
$520K +$156K +774 +45%
BFS
2678
Bickling Financial Services
Massachusetts
$519K +$605 +3 +0.1%
MAM
2679
Meeder Asset Management
Ohio
$519K -$3.9M -19,335 -89%
HIS
2680
Horizon Investment Services
Indiana
$519K +$28.8K +143 +6%
TWM
2681
TMD Wealth Management
Arizona
$518K +$6.86K +34 +1%
GWP
2682
Gateway Wealth Partners
Wisconsin
$518K +$503K +2,492 New
EWM
2683
Endurance Wealth Management
Rhode Island
$517K +$57.5K +285 +13%
MAM
2684
Milestone Asset Management
Pennsylvania
$516K +$465K +2,304 New
RPCA
2685
Running Point Capital Advisors
California
$516K +$28.8K +143 +6%
CWM
2686
Chesapeake Wealth Management
Virginia
$514K -$2.42K -12 -0.5%
CSB
2687
City State Bank
Iowa
$514K
AT
2688
Arvest Trust
Oklahoma
$513K -$10.1K -50 -2%
BWA
2689
Bordeaux Wealth Advisors
California
$512K -$130K -647 -21%
FCA
2690
FLC Capital Advisors
California
$511K -$13.3K -66 -3%
AA
2691
Apriem Advisors
California
$510K +$262K +1,300 +113%
FAM
2692
Formidable Asset Management
Ohio
$509K -$20.2K -100 -4%
FC
2693
FCA Corp
Texas
$508K
UL
2694
Unionview LLC
Washington
$507K -$13.7K -68 -3%
CG
2695
Carmignac Gestion
France
$507K +$95.6K +474 +24%
Parnassus Investments
2696
Parnassus Investments
California
$507K +$492K +2,438 New
WWP
2697
WR Wealth Planners
Missouri
$506K +$67.8K +336 +16%
CCFM
2698
Clear Creek Financial Management
Washington
$505K -$178K -882 -27%
MWA
2699
Moser Wealth Advisors
Washington
$505K
TCM
2700
Tandem Capital Management
New Jersey
$503K +$2.02K +10 +0.4%

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.