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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
SN
3101
Sittner & Nelson
Oregon
$248K
RIA
3102
RPG Investment Advisory
California
$248K +$7.06K +35 +3%
VPP
3103
Vertex Planning Partners
Illinois
$248K +$240K +1,192 New
SP
3104
Successful Portfolios
Florida
$247K +$240K +1,189 New
NC
3105
NovaPoint Capital
Georgia
$247K
WCG
3106
Weaver Consulting Group
California
$246K -$403 -2 -0.2%
GC
3107
Gratus Capital
Georgia
$246K +$239K +1,184 New
BBWP
3108
Beacon Bridge Wealth Partners
Pennsylvania
$246K +$239K +1,183 New
ACM
3109
Academy Capital Management
Texas
$245K
MWM
3110
Mascoma Wealth Management
New Hampshire
$245K -$15.7K -78 -6%
DS
3111
DRW Securities
Illinois
$245K -$4.24M -21,012 -95%
FDS
3112
Freedom Day Solutions
Texas
$244K -$106K -525 -31%
RP
3113
Rowlandmiller & Partners
Georgia
$244K
PRWA
3114
Platte River Wealth Advisors
Colorado
$242K -$14.1K -70 -6%
KI
3115
Kula Investments
Illinois
$242K +$235K +1,165 New
GC
3116
Gibson Capital
Pennsylvania
$241K
GWM
3117
GSB Wealth Management
Connecticut
$241K +$234K +1,158 New
GHA
3118
Granite Harbor Advisors
Texas
$241K +$234K +1,158 New
TWM
3119
Triton Wealth Management
Arizona
$240K
RW
3120
RVW Wealth
California
$240K +$233K +1,155 New
AAMC
3121
Asset Allocation & Management Company
Illinois
$239K -$807 -4 -0.3%
AAG
3122
Armstrong Advisory Group
Massachusetts
$239K +$232K +1,148 New
GWA
3123
Geometric Wealth Advisors
District of Columbia
$237K
RCM
3124
Raleigh Capital Management
North Carolina
$237K -$31.1K -154 -12%
FWA
3125
Freedom Wealth Alliance
Wisconsin
$236K +$229K +1,138 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.