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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
CFD
2801
Creative Financial Designs
Indiana
$429K +$58.3K +289 +16%
SFG
2802
Sunburst Financial Group
Alabama
$429K +$35.9K +178 +9%
KA
2803
Klingman & Associates
New York
$428K +$36.1K +179 +10%
WFA
2804
Wellspring Financial Advisors
Ohio
$427K +$108K +536 +35%
BWM
2805
BlackDiamond Wealth Management
New York
$426K +$388K +1,926 New
CFSG
2806
Clark Financial Services Group
Missouri
$425K -$89.3K -443 -18%
BEI
2807
Benjamin Edwards Inc
Missouri
$425K +$106K +526 +35%
SCM
2808
SOL Capital Management
Maryland
$424K
EA
2809
Echo45 Advisors
California
$422K +$21.8K +108 +6%
HP
2810
HT Partners
Connecticut
$422K +$13.5K +67 +3%
PSCM
2811
Per Stirling Capital Management
Texas
$421K +$408K +2,025 New
RWPA
2812
Richard W. Paul & Associates
Michigan
$420K +$408K +2,023 New
RWM
2813
RKL Wealth Management
Pennsylvania
$420K +$202 +1 +0%
FH
2814
FWG Holdings
Florida
$420K +$6.05K +30 +2%
CG
2815
Clifford Group
Massachusetts
$420K +$407K +2,020 New
BBL
2816
Beck Bode LLC
Massachusetts
$417K -$688K -3,414 -63%
PC
2817
Permanens Capital
New York
$416K -$40.3K -200 -9%
PCC
2818
Park Circle Company
Maryland
$416K
NS
2819
Newman & Schimel
Illinois
$414K +$402K +1,993 New
TFCP
2820
Twin Focus Capital Partners
Massachusetts
$414K -$24.8K -123 -6%
IWS
2821
Insight Wealth Strategies
California
$414K -$3.05M -15,110 -88%
MWP
2822
Meredith Wealth Planning
Illinois
$413K +$401K +1,989 New
CPWA
2823
Cerro Pacific Wealth Advisors
California
$412K -$8.87K -44 -2%
VC
2824
Veery Capital
Delaware
$411K +$12.1K +60 +3%
MPW
2825
MGO Private Wealth
California
$410K -$5.24K -26 -1%

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.