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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
AO
2826
Allen Operations
New York
$408K
LCM
2827
LVM Capital Management
Michigan
$408K +$11.7K +58 +3%
KFA
2828
Kelleher Financial Advisors
New York
$407K +$22.4K +111 +6%
AIP
2829
ARS Investment Partners
New York
$406K -$9.48K -47 -2%
JDR
2830
Jay D. Rosenbaum
$404K +$72.6K +360 +23%
KCG
2831
Kinsale Capital Group
Virginia
$404K +$392K +1,946 New
CSPAM
2832
Cary Street Partners Asset Management
Virginia
$403K -$36.3K -180 -8%
B
2833
Bellecapital
Switzerland
$402K
AWA
2834
Amplius Wealth Advisors
Pennsylvania
$402K -$322K -1,595 -45%
BCG
2835
Breakwater Capital Group
New Jersey
$400K +$388K +1,925 New
XS
2836
XR Securities
Illinois
$399K +$49.8K +247 +15%
I
2837
InceptionR
California
$398K +$387K +1,918 New
HCA
2838
Heck Capital Advisors
Wisconsin
$398K +$5.24K +26 +1%
SIM
2839
Studio Investment Management
Illinois
$398K +$16.3K +81 +4%
FA
2840
Fortis Advisors
Pennsylvania
$397K
AFAS
2841
Acorn Financial Advisory Services
Virginia
$397K +$12.1K +60 +3%
PVAMC
2842
PPS&V Asset Management Consultants
Michigan
$396K +$385K +1,908 New
MA
2843
MKT Advisors
California
$396K +$6.05K +30 +2%
EP
2844
Edgestream Partners
New Jersey
$396K -$15.4M -76,292 -98%
OFG
2845
Oxford Financial Group
Indiana
$396K +$98.8K +490 +35%
MWPCG
2846
Measured Wealth Private Client Group
New Hampshire
$394K -$24.4K -121 -6%
WF
2847
WoodTrust Financial
Wisconsin
$393K
CL
2848
CIM LLC
New York
$393K -$1.21K -6 -0.3%
NFG
2849
Nadler Financial Group
Illinois
$392K -$15.1K -75 -4%
RTC
2850
Riverview Trust Company
Washington
$392K -$36.1K -179 -9%

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.