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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
TC
2751
TwinBeech Capital
New York
$462K -$24.5M -121,405 -98%
RW
2752
Rede Wealth
Virginia
$462K
NWA
2753
New World Advisors
Massachusetts
$461K -$147K -729 -25%
WAM
2754
WFA Asset Management
Wisconsin
$461K +$807 +4 +0.2%
IAG
2755
Investmark Advisory Group
Connecticut
$460K +$22.4K +111 +5%
DTC
2756
Davidson Trust Company
Washington
$459K
SWM
2757
Silverlake Wealth Management
Vermont
$459K +$102K +506 +30%
ARG
2758
Advisory Resource Group
Oklahoma
$458K -$73.8K -366 -14%
MC
2759
Merlin Capital
Rhode Island
$458K -$6.86K -34 -2%
MIG
2760
McGuire Investment Group
Rhode Island
$457K
GCMG
2761
Gyroscope Capital Management Group
Florida
$457K -$20.2K -100 -4%
Aristotle Capital Management
2762
Aristotle Capital Management
California
$457K
SCA
2763
STALEY CAPITAL ADVISERS
Pennsylvania
$457K +$20.2K +100 +5%
WDG
2764
Wealth Dimensions Group
Ohio
$457K +$1.81K +9 +0.4%
AIP
2765
Almanack Investment Partners
Pennsylvania
$457K +$443K +2,199 New
P
2766
Palladiem
Pennsylvania
$455K
MTC
2767
McDaniel Terry & Co
Texas
$455K +$60.5K +300 +16%
CAP
2768
Columbia Advisory Partners
Washington
$455K -$6.45K -32 -1%
GSIS
2769
Global Strategic Investment Solutions
Arizona
$455K +$441K +2,189 New
LRIA
2770
Leonard Rickey Investment Advisors
Washington
$454K +$18.1K +90 +4%
CIG
2771
Cairn Investment Group
Washington
$453K +$40.3K +200 +10%
NVIM
2772
New Vernon Investment Management
Illinois
$453K
AP
2773
Adero Partners
California
$452K -$45.6K -226 -9%
SAF
2774
Smith Anglin Financial
Texas
$451K +$1.01K +5 +0.2%
FL
2775
Fort LP
Maryland
$450K -$77K -382 -15%

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.