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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
TWA
2901
TPB Wealth Advisors
Texas
$353K -$807 -4 -0.2%
JEST
2902
JTC Employer Solutions Trustee
Jersey
$353K
DA
2903
Dover Advisors
Virginia
$353K +$343K +1,699 New
DCM
2904
DGS Capital Management
New Jersey
$351K +$51K +253 +18%
WAM
2905
Worth Asset Management
Texas
$351K +$48.2K +239 +16%
DIA
2906
Dean Investment Associates
Ohio
$351K +$5.24K +26 +2%
BWA
2907
Burt Wealth Advisors
Maryland
$350K
BMWM
2908
Brown Miller Wealth Management
Virginia
$350K
BCM
2909
BTC Capital Management
Iowa
$349K +$339K +1,679 New
EW
2910
Enzi Wealth
Texas
$348K
HPM
2911
Hoxton Planning & Management
West Virginia
$348K +$338K +1,677 New
SWM
2912
Seed Wealth Management
Illinois
$348K +$338K +1,674 New
CCB
2913
Cutter & Co Brokerage
Missouri
$347K -$30K -149 -8%
IPW
2914
Invictus Private Wealth
Colorado
$346K +$336K +1,667 New
MHR
2915
Matthew Hamilton Rosenberg
$346K
W
2916
Wealthquest
Ohio
$345K -$7.87K -39 -2%
UBG
2917
United Bank (Georgia)
Georgia
$343K
LF
2918
Lantz Financial
Illinois
$342K -$56.3K -279 -14%
GCA
2919
Greenwood Capital Associates
South Carolina
$342K +$9.88K +49 +3%
BWA
2920
Beam Wealth Advisors
Louisiana
$341K -$8.07K -40 -2%
CWA
2921
CM Wealth Advisors
Ohio
$339K -$58.7K -291 -15%
WOC
2922
West Oak Capital
California
$339K -$60.5K -300 -16%
AA
2923
Alesco Advisors
New York
$339K -$43.6K -216 -12%
AWM
2924
Aberdeen Wealth Management
Illinois
$338K +$202 +1 +0.1%
TF
2925
Tompkins Financial
New York
$338K -$19.8K -98 -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.