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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
FA
2876
Financial Alternatives
California
$370K +$359K +1,781 New
DWP
2877
Destiny Wealth Partners
Florida
$370K +$19K +94 +6%
ST
2878
Sabal Trust
Florida
$370K -$91.6K -454 -20%
DA
2879
Drake & Associates
Wisconsin
$369K +$25K +124 +7%
SEIA
2880
Signature Estate & Investment Advisors
California
$369K -$1.21K -6 -0.3%
STB
2881
S&T Bank
Pennsylvania
$368K -$25.2K -125 -7%
SWM
2882
Shelton Wealth Management
Texas
$367K -$43.2K -214 -11%
FFWM
2883
Future Financial Wealth Management
Ohio
$367K
TA
2884
TFB Advisors
Kansas
$366K +$356K +1,764 New
Dodge & Cox
2885
Dodge & Cox
California
$364K -$686K -3,400 -66%
EMFAT
2886
Emerald Mutual Fund Advisers Trust
Pennsylvania
$363K -$72.6K -360 -17%
SPWG
2887
Sage Private Wealth Group
Illinois
$362K +$202 +1 +0.1%
BPFA
2888
Barnes Pettey Financial Advisors
Mississippi
$362K +$351K +1,740 New
LFGH
2889
Lee Financial Group Hawaii
Hawaii
$361K +$15.9K +79 +5%
BIP
2890
Blue Investment Partners
California
$360K +$349K +1,733 New
EA
2891
Emerald Advisors
Washington
$359K -$13.5K -67 -4%
DW
2892
Domani Wealth
Pennsylvania
$359K +$9.28K +46 +3%
JGIA
2893
Jackson Grant Investment Advisers
Connecticut
$359K
SNBOSD
2894
Security National Bank of So Dak
Iowa
$358K -$16.1K -80 -4%
FA
2895
Fiduciary Alliance
South Carolina
$357K +$347K +1,720 New
WIA
2896
World Investment Advisors
California
$357K -$43.6K -216 -11%
FI
2897
Financial Insights
Washington
$357K +$25.8K +128 +8%
3IP
2898
3Chopt Investment Partners
Virginia
$357K +$346K +1,716 New
CCP
2899
Carmel Capital Partners
California
$355K
CA
2900
Crumly & Associates
Illinois
$355K -$267K -1,325 -44%

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.