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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
JWM
2851
Jeppson Wealth Management
California
$391K -$19.6K -97 -5%
SSG
2852
Summit Securities Group
New York
$391K +$380K +1,883 New
OIM
2853
Oder Investment Management
California
$390K
CBTWT
2854
Community Bank & Trust (Waco, Texas)
Texas
$390K -$22.2K -110 -6%
MCM
2855
Monarch Capital Management
Indiana
$390K
VFPI
2856
Vantage Financial Partners (Illinois)
Illinois
$390K -$50.4K -250 -12%
FNC
2857
First National Corp
Massachusetts
$389K -$65.5K -325 -15%
DB
2858
Dravo Bay
Delaware
$389K +$4.64K +23 +1%
CSWM
2859
Cassady Schiller Wealth Management
Ohio
$387K -$35.9K -178 -9%
HFP
2860
Holistic Financial Partners
Indiana
$387K
MAG
2861
MRA Advisory Group
New Jersey
$384K +$56.9K +282 +18%
PFA
2862
Professional Financial Advisors
Nebraska
$384K -$569K -2,820 -60%
OPTFSNA
2863
Old Point Trust & Financial Services N A
Virginia
$384K +$5.85K +29 +2%
AIM
2864
Axiom Investment Management
New York
$383K +$16.1K +80 +5%
PCMF
2865
Private Capital Management (Florida)
Florida
$383K -$10.5K -52 -3%
VF
2866
Vest Financial
Virginia
$381K +$370K +1,834 New
SAMC
2867
Spectrum Asset Management (California)
California
$381K +$202 +1 +0.1%
GCM
2868
Greenland Capital Management
New York
$377K +$366K +1,815 New
FCIM
2869
Fairview Capital Investment Management
California
$376K -$13.5K -67 -4%
CA
2870
Calton & Associates
Florida
$375K -$190K -942 -34%
OPOWM
2871
One Plus One Wealth Management
Florida
$373K -$49.6K -246 -12%
HI
2872
Hudock Inc
Pennsylvania
$372K -$92.4K -458 -20%
ACM
2873
Absolute Capital Management
Pennsylvania
$371K +$338K +1,674 +1,468%
RFN
2874
Redwood Financial Network
Ohio
$371K +$202 +1 +0.1%
WC
2875
Westhampton Capital
North Carolina
$370K +$21.2K +105 +6%

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.