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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
WWP
3051
Waypoint Wealth Partners
California
$272K -$17.7K -88 -6%
LFG
3052
Lockerman Financial Group
California
$271K +$263K +1,305 New
BWM
3053
BCS Wealth Management
Tennessee
$270K
DWM
3054
Defined Wealth Management
Oregon
$270K
BFM
3055
Boothbay Fund Management
New York
$269K -$198K -980 -43%
CIC
3056
Cutler Investment Counsel
Oregon
$269K -$3.02K -15 -1%
AWAP
3057
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$269K -$2.02K -10 -0.8%
CC
3058
Callan Capital
California
$268K -$30.5K -151 -10%
HWA
3059
HHM Wealth Advisors
Tennessee
$268K -$2.62K -13 -1%
MAWA
3060
Moss Adams Wealth Advisors
Washington
$268K +$260K +1,290 New
CB
3061
Centennial Bank
Arkansas
$267K +$259K +1,285 New
AFS
3062
Annapolis Financial Services
Maryland
$267K -$3.83K -19 -1%
HBWM
3063
Hollow Brook Wealth Management
New York
$267K -$202K -1,000 -44%
PWM
3064
PRW Wealth Management
Massachusetts
$266K
LWM
3065
LJI Wealth Management
Indiana
$265K +$257K +1,275 New
CCG
3066
Coastwise Capital Group
California
$264K +$202 +1 +0.1%
FCCM
3067
First City Capital Management
Georgia
$264K +$13.7K +68 +6%
CMS
3068
Capital Market Strategies
Florida
$263K -$20.2K -100 -7%
CWM
3069
Catalyst Wealth Management
Georgia
$262K +$255K +1,262 New
CWP
3070
Core Wealth Partners
California
$262K +$1.8M +8,939 New
KAM
3071
KEB Asset Management
Illinois
$261K +$1.41K +7 +0.6%
VWM
3072
Valley Wealth Managers
New Jersey
$261K +$4.44K +22 +2%
FCMC
3073
Founders Capital Management (Connecticut)
Connecticut
$260K
FCMT
3074
Founders Capital Management (Texas)
Texas
$260K
CHAM
3075
Clear Harbor Asset Management
Connecticut
$260K +$10.1K +50 +4%

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.