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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
EM
3176
ELCO Management
New York
$212K +$206K +1,022 New
AIMC
3177
Alley Investment Management Company
Illinois
$212K +$206K +1,022 New
ACM
3178
AUA Capital Management
Pennsylvania
$212K +$24.2K +120 +13%
AMC
3179
Asset Management Corp
Illinois
$212K +$205K +1,019 New
HGWM
3180
Horst & Graben Wealth Management
Oregon
$211K +$204K +1,014 New
TWA
3181
Talisman Wealth Advisors
New Jersey
$211K +$205K +1,015 New
CRIG
3182
Charter Research & Investment Group
Connecticut
$211K +$205K +1,015 New
MC
3183
Matisse Capital
Oregon
$211K +$205K +1,015 New
BFG
3184
Bouchey Financial Group
New York
$210K +$204K +1,011 New
Belvedere Trading
3185
Belvedere Trading
Illinois
$210K +$203K +1,009 New
FG
3186
Foster Group
Iowa
$210K +$203K +1,009 New
CAM
3187
Costello Asset Management
Pennsylvania
$209K
BHIA
3188
Birch Hill Investment Advisors
Massachusetts
$209K +$203K +1,007 New
MAC
3189
Mason & Associates (California)
California
$209K +$203K +1,007 New
BC
3190
Brio Consultants
California
$209K +$203K +1,006 New
BDF
3191
Black Diamond Financial
Maryland
$209K +$203K +1,005 New
BIA
3192
Bell Investment Advisors
California
$208K +$63.9K +317 +46%
ECM
3193
EMC Capital Management
Texas
$208K
MIM
3194
Merrion Investment Management
New Jersey
$208K -$202K -1,000 -50%
AIA
3195
Affinity Investment Advisors
California
$208K +$202K +1,000 New
AI
3196
ArchPoint Investors
Florida
$208K +$202K +1,000 New
BWM
3197
BigSur Wealth Management
Florida
$208K +$202K +1,000 New
NIM
3198
Nexus Investment Management
Ontario, Canada
$208K +$202K +1,000 New
RF
3199
Resolute Financial
Massachusetts
$208K +$201K +999 New
JWA
3200
JFS Wealth Advisors
Pennsylvania
$207K -$15.9K -79 -7%

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.