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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
TCM
2726
Towercrest Capital Management
Pennsylvania
$484K +$52K +258 +12%
MAM
2727
McCarthy Asset Management
California
$484K
NP
2728
Ninepoint Partners
Ontario, Canada
$482K
WWM
2729
Windsor Wealth Management
Indiana
$482K +$4.24K +21 +1%
ACM
2730
Allred Capital Management
Texas
$481K -$2.02K -10 -0.4%
HI
2731
Harper Investing
California
$477K -$829K -4,109 -64%
AA
2732
Addison Advisors
Vermont
$476K +$7.87K +39 +2%
CIA
2733
Caerus Investment Advisors
Texas
$476K +$202K +1,000 +78%
GCM
2734
Gator Capital Management
Florida
$475K
Financial Engines Advisors
2735
Financial Engines Advisors
California
$475K +$12.1K +60 +3%
PWM
2736
Paulson Wealth Management
Illinois
$474K -$43.4K -215 -9%
MPCG
2737
Matrix Private Capital Group
New York
$472K -$8.47K -42 -2%
ETIA
2738
Epic Trust Investment Advisors
Washington
$472K +$84.3K +418 +23%
OFS
2739
OneAscent Financial Services
Alabama
$471K -$50.4K -250 -10%
CFO
2740
Collective Family Office
Pennsylvania
$471K -$14.5K -72 -3%
PTC
2741
Petrus Trust Company
Texas
$469K +$73.4K +364 +19%
EWP
2742
Engrave Wealth Partners
Texas
$468K +$21.6K +107 +5%
FCM
2743
Family Capital Management
Michigan
$468K +$455K +2,254 New
PG
2744
Prostatis Group
Maryland
$468K -$9.48K -47 -2%
BA
2745
Birinyi Associates
Connecticut
$467K
BCM
2746
Birch Capital Management
Texas
$467K
NJBEST
2747
New Jersey Better Educational Savings Trust
New Jersey
$466K
FM
2748
Foster & Motley
Ohio
$465K +$142K +703 +46%
TWP
2749
Tower Wealth Partners
Pennsylvania
$465K +$1.01K +5 +0.2%
GA
2750
Goldstein Advisors
Wisconsin
$463K +$450K +2,230 New

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.