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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
BO
3026
Bank OZK
Arkansas
$282K -$44.4K -220 -14%
TFF
3027
The Family Firm
Maryland
$282K +$10.1K +50 +4%
HNWAG
3028
High Net Worth Advisory Group
Florida
$282K -$10.1K -50 -4%
DA
3029
DSC Advisors
Illinois
$281K -$1.1M -5,468 -80%
BIA
3030
Biondo Investment Advisors
Pennsylvania
$281K
TWM
3031
Tanager Wealth Management
United Kingdom
$280K +$272K +1,350 New
SIC
3032
Schwartz Investment Counsel
Michigan
$280K
IWM
3033
Integris Wealth Management
California
$280K +$272K +1,347 New
CAGAS
3034
Capital Advisory Group Advisory Services
Minnesota
$280K +$12.1K +60 +5%
GCM
3035
Gallacher Capital Management
Colorado
$279K +$271K +1,344 New
AIIMS
3036
Analyst IMS Investment Management Services
Israel
$279K
WA
3037
Waterford Advisors
New York
$279K +$271K +1,345 New
NA
3038
Nottingham Advisors
New York
$278K +$2.62K +13 +1%
SIS
3039
Strategic Investment Solutions
Illinois
$278K +$244K +1,210 New
TPW
3040
Tiller Private Wealth
Pennsylvania
$278K -$2.02K -10 -0.7%
FC
3041
Financial Council
Maryland
$277K
CHA
3042
Cooper/Haims Advisors
New York
$276K
AA
3043
AJ Advisors
Tennessee
$275K +$267K +1,326 New
DP
3044
Divergent Planning
Maryland
$275K
GJIA
3045
Glass Jacobson Investment Advisors
Maryland
$275K +$267K +1,323 New
LL
3046
LWMG LLC
Minnesota
$274K +$266K +1,321 New
MWA
3047
Motive Wealth Advisors
Michigan
$273K -$1.01K -5 -0.4%
ZIMP
3048
Zimmermann Investment Management & Planning
Pennsylvania
$273K
CPCM
3049
Cardinal Point Capital Management
Ontario, Canada
$273K +$265K +1,312 New
CPWMP
3050
Cardinal Point Wealth Management Partners
California
$273K +$265K +1,312 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.