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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
HWM
2701
Hemington Wealth Management
Virginia
$502K -$8.47K -42 -2%
DWA
2702
Dougherty Wealth Advisers
Minnesota
$502K
AAM
2703
Augustine Asset Management
Florida
$501K +$487K +2,413 New
BSSFA
2704
Baron Silver Stevens Financial Advisors
Florida
$501K +$486K +2,410 New
KC
2705
Kenfarb & Co
Kentucky
$500K
MG
2706
Marex Group
$499K +$484K +2,402 New
SWM
2707
Stockman Wealth Management
Montana
$498K +$37.3K +185 +8%
NERM
2708
New England Research & Management
Illinois
$497K
SC
2709
Sierra Capital
Florida
$497K +$28K +139 +6%
SQA
2710
Simon Quick Advisors
New Jersey
$497K +$186K +920 +63%
CWA
2711
Canvas Wealth Advisors
Kansas
$495K +$102K +506 +29%
PA
2712
Probity Advisors
Texas
$495K -$29K -144 -6%
BAM
2713
Bellevue Asset Management
Washington
$494K -$8.87K -44 -2%
PGH
2714
Partners Group Holding
Switzerland
$494K
GP
2715
Geneva Partners
Wisconsin
$494K -$7.06K -35 -1%
NAS
2716
Nicolet Advisory Services
Wisconsin
$492K +$446K +2,213 New
FFG
2717
Frisch Financial Group
New York
$491K +$605 +3 +0.1%
TC
2718
TAGStone Capital
North Carolina
$490K +$1.01K +5 +0.2%
CAL
2719
Capital Advisors Ltd
Ohio
$490K +$229K +1,134 +49%
CF
2720
Copperwynd Financial
Arizona
$490K -$64.9K -322 -12%
NPT
2721
Nixon Peabody Trust
Massachusetts
$489K +$605 +3 +0.1%
PWA
2722
Physician Wealth Advisors
Utah
$488K -$30.9K -153 -7%
GCA
2723
Gradient Capital Advisors
California
$486K -$1.81K -9 -0.4%
LWP
2724
Lumature Wealth Partners
Georgia
$486K -$5.65K -28 -1%
CC
2725
Corton Capital
Ontario, Canada
$484K +$116K +577 +33%

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.