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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
AMR
2926
Asset Management Resources
Massachusetts
$338K -$19K -94 -5%
MTIM
2927
Marathon Trading Investment Management
Pennsylvania
$336K +$326K +1,618 New
HZ
2928
Hixon Zuercher
Ohio
$336K
PCI
2929
Planning Center Inc
Illinois
$334K
WRM
2930
Weybosset Research & Management
Rhode Island
$333K
SSW
2931
Smith Shellnut Wilson
Mississippi
$332K
MAM
2932
Marquette Asset Management
Minnesota
$332K -$20.2K -100 -6%
FFG
2933
Ford Financial Group
California
$331K -$2.42K -12 -0.7%
GSAM
2934
Grant Street Asset Management
Pennsylvania
$331K
SPP
2935
Single Point Partners
Massachusetts
$330K +$22.4K +111 +8%
TC
2936
Trilogy Capital
California
$330K +$320K +1,588 New
CAIMH
2937
Central Asset Investments & Management Holdings
Hong Kong
$330K +$320K +1,587 New
FIBT
2938
First International Bank & Trust
North Dakota
$328K
KWA
2939
Kellett Wealth Advisors
Ohio
$328K
SCA
2940
Sippican Capital Advisors
Massachusetts
$327K
HPWM
2941
High Pines Wealth Management
Massachusetts
$327K +$2.82K +14 +0.9%
MKC
2942
M. Kraus & Co
Vermont
$326K +$7.46K +37 +2%
CTFG
2943
Capstone Triton Financial Group
Oklahoma
$326K
AWP
2944
Abacus Wealth Partners
California
$326K +$25.6K +127 +9%
GFWA
2945
Grey Fox Wealth Advisors
Delaware
$325K +$316K +1,565 New
TAIM
2946
TD Ameritrade Investment Management
Nebraska
$325K -$93.6K -464 -23%
CFG
2947
Carr Financial Group
Massachusetts
$325K +$315K +1,564 New
EWA
2948
ERTS Wealth Advisors
Michigan
$324K -$23.6K -117 -7%
TFA
2949
Tobias Financial Advisors
Florida
$322K +$7.26K +36 +2%
TF
2950
Trek Financial
Arizona
$322K -$74.4K -369 -19%

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.