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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
YWS
3001
Yarger Wealth Strategies
Ohio
$294K +$605 +3 +0.2%
MIM
3002
Martin Investment Management
Florida
$294K
BFG
3003
Barber Financial Group
Kansas
$294K +$45.2K +224 +19%
EWS
3004
Evergreen Wealth Solutions
Pennsylvania
$293K -$5.45K -27 -2%
GWM
3005
Greenwich Wealth Management
Connecticut
$293K
HFS
3006
Howard Financial Services
Texas
$293K +$4.24K +21 +2%
CA
3007
CGN Advisors
Kansas
$292K -$81.7K -405 -22%
AR
3008
Apeiron RIA
Texas
$292K -$16.3K -81 -5%
WCA
3009
Westover Capital Advisors
Delaware
$291K -$165K -817 -37%
VDI
3010
Vaughan David Investments
Illinois
$291K -$55.5K -275 -16%
FCFC
3011
First Citizens Financial Corp
Iowa
$291K
CCMI
3012
Creative Capital Management Investments
California
$291K +$282K +1,400 New
FWP
3013
Firethorn Wealth Partners
Georgia
$290K +$29.6K +147 +12%
III
3014
Independent Investors Inc
New York
$289K
PBO
3015
Peoples Bank (Ohio)
Ohio
$288K -$9.07K -45 -3%
AMG
3016
Advisors Management Group
Wisconsin
$288K +$3.83K +19 +1%
PWM
3017
Prosperity Wealth Management
California
$288K +$280K +1,386 New
RGF
3018
Retirement Guys Formula
Ohio
$288K +$280K +1,386 New
KPWG
3019
KFA Private Wealth Group
Virginia
$288K -$1.01K -5 -0.4%
PCA
3020
Peddock Capital Advisors
Massachusetts
$287K
WP
3021
Wealthspan Partners
Iowa
$285K -$16.7K -83 -6%
FC
3022
Fusion Capital
South Carolina
$284K +$11.9K +59 +5%
KIA
3023
KLR Investment Advisors
Rhode Island
$284K +$276K +1,368 New
GFPC
3024
Global Financial Private Client
Florida
$284K +$2.02K +10 +0.7%
RWA
3025
Redhawk Wealth Advisors
Minnesota
$283K +$274K +1,360 New

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.