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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
NRW
2976
Nova R Wealth
Kansas
$311K
SC
2977
Seldon Capital
California
$311K
EW
2978
Element Wealth
Mississippi
$310K +$202 +1 +0.1%
CHA
2979
Carmichael Hill & Associates
Maryland
$310K -$10.1K -50 -3%
GCAC
2980
Guardian Capital Advisors (Canada)
Ontario, Canada
$309K +$18.4K +91 +7%
CWM
2981
C2C Wealth Management
Arizona
$309K -$106K -527 -27%
NIC
2982
Northwest Investment Counselors
Oregon
$308K +$115K +568 +62%
MFWP
2983
Mosaic Family Wealth Partners
Missouri
$308K +$298K +1,480 New
TWP
2984
Tempus Wealth Planning
California
$307K -$188K -931 -39%
TWA
2985
Tandem Wealth Advisors
Arizona
$306K +$297K +1,474 New
AI
2986
Accredited Investors
Minnesota
$305K -$33.1K -164 -10%
BRA
2987
Biechele Royce Advisors
Indiana
$305K +$22.4K +111 +8%
UW
2988
Unique Wealth
Florida
$304K +$295K +1,465 New
OHIS
2989
Oak Harvest Investment Services
Texas
$304K -$211K -1,046 -42%
HFM
2990
Hartford Funds Management
Pennsylvania
$303K +$294K +1,460 New
LF
2991
LifeSteps Financial
California
$303K +$2.02K +10 +0.7%
SHWM
2992
Smith & Howard Wealth Management
Georgia
$302K -$277K -1,372 -49%
CIM
2993
Confluence Investment Management
Missouri
$297K
WW
2994
Westshore Wealth
California
$297K
CFFP
2995
Center for Financial Planning
Michigan
$296K +$28K +139 +11%
AC
2996
Apella Capital
Connecticut
$295K +$51.6K +256 +22%
JCM
2997
Jag Capital Management
Missouri
$295K -$1.52M -7,562 -84%
CWS
2998
Cypress Wealth Services
California
$295K +$15.9K +79 +6%
WCM
2999
Wallace Capital Management
Texas
$295K -$30.9K -153 -10%
BAM
3000
Brave Asset Management
New Jersey
$295K

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.