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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
LC
2776
Lincoln Capital
Nebraska
$450K +$4.84K +24 +1%
C1AG
2777
Client 1st Advisory Group
Florida
$449K
AWM
2778
Aprio Wealth Management
Georgia
$449K +$61.7K +306 +16%
FPB
2779
First PREMIER Bank
South Dakota
$447K +$2.82K +14 +0.7%
DU
2780
Delphia (USA)
Ontario, Canada
$447K +$73.2K +363 +20%
FA
2781
Fountainhead AM
New Jersey
$445K +$26.6K +132 +7%
OPWM
2782
Oakwell Private Wealth Management
Texas
$445K +$13.9K +69 +3%
SCFS
2783
S.C. Financial Services
Arizona
$445K +$9.88K +49 +2%
LA
2784
LexAurum Advisors
Kansas
$442K +$14.3K +71 +3%
SI
2785
Saxon Interests
Texas
$441K +$3.63K +18 +0.9%
SAM
2786
Smithbridge Asset Management
Pennsylvania
$440K +$427K +2,118 New
QCIG
2787
Quad-Cities Investment Group
Iowa
$439K +$2.22K +11 +0.5%
IAG
2788
Ipsen Advisor Group
Arkansas
$438K +$425K +2,109 New
OFW
2789
Omnia Family Wealth
Florida
$438K -$29K -144 -6%
LF
2790
Lee Financial
Texas
$438K -$4.84K -24 -1%
WP
2791
WealthSpring Partners
California
$437K -$4.84K -24 -1%
DE
2792
Day & Ennis
Georgia
$437K
SPA
2793
Sherbrooke Park Advisers
New York
$436K +$423K +2,100 New
LA
2794
Lane & Associates
New Jersey
$435K +$422K +2,094 New
WMA
2795
West Michigan Advisors
Michigan
$433K +$13.9K +69 +3%
NCG
2796
Newport Capital Group
New Jersey
$433K -$456K -2,261 -52%
NWM
2797
NEIRG Wealth Management
Massachusetts
$432K +$12.7K +63 +3%
CIAS
2798
CFS Investment Advisory Services
New Jersey
$431K -$59M -292,697 -99%
T
2799
TOBAM
France
$430K -$43K -213 -9%
PCOC
2800
Power Corp of Canada
Canada
$430K

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.