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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
SLG
3076
Stanley-Laman Group
Pennsylvania
$259K +$252K +1,249 New
GBWM
3077
Granite Bay Wealth Management
New Hampshire
$259K +$251K +1,247 New
FP
3078
Financial Perspectives
Minnesota
$258K -$94.4K -468 -27%
PFA
3079
Pathway Financial Advisors
Vermont
$258K
MWM
3080
Merriman Wealth Management
Washington
$257K +$250K +1,238 New
ORC
3081
O'Rourke & Company
Massachusetts
$257K -$81.7K -405 -25%
LWANC
3082
Laurel Wealth Advisors (North Carolina)
North Carolina
$257K
FCA
3083
Fortis Capital Advisors
Kansas
$257K +$249K +1,235 New
LJHT
3084
Laurie J. Hall Trustee
$256K
IF
3085
Integrity Financial
Wyoming
$256K +$807 +4 +0.3%
OLVIG
3086
Oliver Lagore Vanvalin Investment Group
Michigan
$254K +$146K +726 +145%
GHAM
3087
Gilman Hill Asset Management
Connecticut
$254K -$15.5K -77 -6%
ML
3088
McAdam LLC
Pennsylvania
$254K -$48.6K -241 -17%
CRI
3089
Colonial River Investments
Virginia
$254K -$10.1K -50 -4%
CST
3090
Charles Schwab Trust
Nevada
$253K -$60.1K -298 -20%
BG
3091
Benedetti & Gucer
Georgia
$252K +$3.02K +15 +1%
CCC
3092
Chelsea Counsel Company
California
$251K -$10.1K -50 -4%
SGWM
3093
Sterling Group Wealth Management
California
$251K +$244K +1,209 New
TDC
3094
Thompson Davis & Co
Virginia
$251K
NFP
3095
Narus Financial Partners
Utah
$250K -$20.4K -101 -8%
ODG
3096
O'Dell Group
Ohio
$249K
CMP
3097
Courage Miller Partners
Virginia
$249K
MSA
3098
McAlister Sweet & Associates
Texas
$249K +$2.02K +10 +0.8%
BBW
3099
Blue Barn Wealth
Utah
$249K -$196K -974 -45%
CGA
3100
Crescent Grove Advisors
Illinois
$249K +$241K +1,195 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.