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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
RFO
2951
RiverGlades Family Offices
Florida
$322K +$313K +1,550 New
Cohen & Steers
2952
Cohen & Steers
New York
$322K
CPW
2953
Crestmont Private Wealth
Texas
$322K +$312K +1,548 New
C
2954
Covestor
United Kingdom
$321K -$16.3K -81 -5%
BWM
2955
Blossom Wealth Management
California
$320K +$8.07K +40 +3%
DGAM
2956
Desjardins Global Asset Management
Quebec, Canada
$319K +$32.3K +160 +12%
KFI
2957
Key Financial Inc
Pennsylvania
$318K
IFA
2958
Index Fund Advisors
California
$318K -$518K -2,571 -63%
RAM
2959
Roanoke Asset Management
New Jersey
$318K
B
2960
Bridgeworth
Alabama
$318K -$14.7K -73 -5%
V
2961
VeraBank
Texas
$318K +$1.81K +9 +0.6%
SC
2962
Saturna Capital
Washington
$317K
HA
2963
Hofer & Associates
California
$317K +$4.03K +20 +1%
LC
2964
LCNB Corp
Ohio
$317K +$15.3K +76 +5%
EWA
2965
Evolution Wealth Advisors
Florida
$316K +$42.8K +212 +16%
SRC
2966
Shufro Rose & Co
New York
$316K +$4.44K +22 +1%
GSIAS
2967
Garden State Investment Advisory Services
New Jersey
$315K +$306K +1,516 New
EIG
2968
Ellenbecker Investment Group
Wisconsin
$315K +$41.7K +207 +16%
PPW
2969
Presilium Private Wealth
Pennsylvania
$315K +$306K +1,515 New
MAP
2970
Milestone Advisory Partners
North Carolina
$315K
TSS
2971
Two Sigma Securities
New York
$314K -$469K -2,327 -61%
FZCM
2972
Flynn Zito Capital Management
New York
$312K +$202 +1 +0.1%
MCM
2973
Magnolia Capital Management
New York
$312K
KA
2974
Kercheville Advisors
Texas
$312K
EL
2975
Essex LLC
Illinois
$311K -$57.7K -286 -16%

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.