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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
AWS
3126
Arkfeld Wealth Strategies
Nebraska
$236K -$6.05K -30 -3%
CI
3127
Carroll Investors
South Carolina
$235K -$11.3K -56 -5%
DFCM
3128
Dark Forest Capital Management
Puerto Rico
$234K +$227K +1,125 New
HWM
3129
Horizon Wealth Management
Illinois
$233K -$33.7K -167 -13%
FWM
3130
Fortress Wealth Management
California
$233K +$226K +1,121 New
BRA
3131
Bender Robert & Associates
California
$233K +$226K +1,120 New
MLFP
3132
MPS Loria Financial Planners
Illinois
$232K -$4.64K -23 -2%
MWM
3133
Moran Wealth Management
Florida
$232K +$225K +1,115 New
CF
3134
Clarity Financial
Texas
$231K +$225K +1,114 New
BWM
3135
Baystate Wealth Management
Massachusetts
$231K -$2.42K -12 -1%
PSF
3136
Pacific Sun Financial
California
$231K -$4.03K -20 -2%
LBC
3137
Lawrence B. Cohen
$231K +$224K +1,111 New
PCA
3138
Providence Capital Advisors
North Carolina
$231K -$10.3K -51 -4%
CPC
3139
Consolidated Planning Corp
Georgia
$231K -$20.4K -101 -8%
PPW
3140
Parcion Private Wealth
Washington
$230K +$223K +1,108 New
TCG
3141
Tremblant Capital Group
Florida
$229K +$222K +1,102 New
MCI
3142
MRP Capital Investments
Georgia
$229K +$222K +1,100 New
QCM
3143
Qsemble Capital Management
New York
$229K +$222K +1,100 New
AIA
3144
AIMZ Investment Advisors
California
$227K +$221K +1,094 New
WWMSC
3145
Wagner Wealth Management (South Carolina)
South Carolina
$226K +$32.3K +160 +17%
FAN
3146
Financial Advisors Network
California
$226K +$220K +1,089 New
SKK
3147
Shepherd Kaplan Krochuk
Massachusetts
$225K -$242K -1,198 -53%
MWP
3148
Meridian Wealth Partners
Pennsylvania
$225K +$218K +1,083 New
KCFA
3149
Key Client Fiduciary Advisors
New Jersey
$225K +$218K +1,083 New
MIM
3150
Marco Investment Management
Georgia
$224K -$115K -568 -34%

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.