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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
BSAM
3201
Blue Square Asset Management
New York
$206K +$200K +993 New
SFG
3202
Sterling Financial Group
California
$206K +$200K +991 New
CWM
3203
Cherrydale Wealth Management
New Jersey
$205K +$199K +987 New
CWM
3204
Campbell Wealth Management
Virginia
$205K +$199K +987 New
HCM
3205
HMS Capital Management
Tennessee
$205K -$150K -743 -43%
AFP
3206
Alpha Financial Partners
Kentucky
$205K +$199K +986 New
CWA
3207
Consilio Wealth Advisors
Washington
$204K +$198K +982 New
LCC
3208
Lincoln Capital Corp
Rhode Island
$204K +$198K +981 New
W
3209
WealthOne
New York
$204K +$198K +981 New
TMWM
3210
Taylor & Morgan Wealth Management
Michigan
$204K +$198K +980 New
CW
3211
Cook Wealth
North Carolina
$204K +$198K +980 New
WQ
3212
Wealth Quarterback
New Jersey
$204K +$198K +980 New
HIG
3213
Heritage Investment Group
Florida
$203K +$197K +979 New
SIS
3214
Sound Income Strategies
Florida
$203K +$8.07K +40 +4%
SEC
3215
Seven Eight Capital
New York
$202K +$196K +974 New
EWM
3216
Edge Wealth Management
New York
$202K +$198K +980 New
FWP
3217
Falcon Wealth Planning
California
$202K +$196K +973 New
ONST
3218
Old North State Trust
North Carolina
$202K -$4.84K -24 -2%
4WM
3219
4J Wealth Management
Virginia
$202K +$196K +972 New
VCWA
3220
Vanguard Capital Wealth Advisors
Colorado
$201K +$195K +967 New
MP
3221
McDonald Partners
Ohio
$201K +$195K +967 New
AW
3222
Apricus Wealth
South Carolina
$201K +$195K +966 New
LCWP
3223
Legacy Capital Wealth Partners
Arkansas
$200K +$194K +964 New
BMA
3224
Brooks Moore & Associates
Tennessee
$200K +$194K +963 New
PFM
3225
Patton Fund Management
Texas
$200K +$194K +964 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.