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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
WCAMG
3151
Woodard & Company Asset Management Group
North Carolina
$224K -$35.3K -175 -14%
CWA
3152
CJM Wealth Advisers
Virginia
$223K +$217K +1,074 New
MC
3153
Machina Capital
France
$223K +$216K +1,072 New
OCM
3154
Orser Capital Management
Texas
$223K +$216K +1,072 New
NCM
3155
Neumann Capital Management
California
$222K +$216K +1,070 New
WPWM
3156
Western Pacific Wealth Management
Illinois
$221K +$98.4K +488 +85%
SBF
3157
Sara-Bay Financial
Florida
$220K +$213K +1,058 New
TCB
3158
Texas Capital Bancshares
Texas
$219K +$213K +1,056 New
TFA
3159
Triad Financial Advisors
North Carolina
$219K +$213K +1,056 New
PAG
3160
Powers Advisory Group
Illinois
$219K +$213K +1,056 New
CMI
3161
Clare Market Investments
Texas
$219K +$213K +1,055 New
SRG
3162
SBB Research Group
Illinois
$218K +$212K +1,051 New
RIP
3163
RAM Investment Partners
Washington
$217K +$211K +1,046 New
FNBTCON
3164
First National Bank & Trust Co of Newtown
Pennsylvania
$217K +$211K +1,046 New
DWA
3165
Delap Wealth Advisory
Oregon
$216K +$210K +1,042 New
WSWA
3166
Warren Street Wealth Advisors
California
$216K +$210K +1,040 New
AIP
3167
Ahrens Investment Partners
Louisiana
$216K +$209K +1,038 New
CA
3168
CapWealth Advisors
Tennessee
$215K +$209K +1,036 New
UI
3169
Unconventional Investor
New Hampshire
$215K +$209K +1,035 New
TWM
3170
Trevian Wealth Management
Massachusetts
$215K -$24.8K -123 -11%
JF
3171
Joule Financial
Kentucky
$215K +$208K +1,033 New
APG
3172
Abacus Planning Group
South Carolina
$214K -$80.9K -401 -28%
CWMU
3173
Caliber Wealth Management (Utah)
Utah
$213K -$2.06M -10,234 -91%
GAA
3174
Green Alpha Advisors
Colorado
$213K +$207K +1,025 New
CFA
3175
Compass Financial Advisors
Indiana
$213K +$207K +1,025 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.