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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
JSAM
3226
J. Safra Asset Management
New York
$196K +$157K +777 +465%
FWM
3227
Focused Wealth Management
New York
$196K -$3.43K -17 -2%
TCWA
3228
Ten Capital Wealth Advisors
Washington
$195K -$76.6K -380 -29%
HIM
3229
Hillsdale Investment Management
Ontario, Canada
$194K -$44.4K -220 -19%
IFAM
3230
Institutional & Family Asset Management
Colorado
$193K +$1.01K +5 +0.5%
KFS
3231
Kelly Financial Services
Massachusetts
$186K
HS
3232
Horan Securities
United States
$186K +$11.7K +58 +7%
BCMLT
3233
Beacon Capital Management LLC (Tennessee)
Tennessee
$184K +$21.2K +105 +13%
AWM
3234
Abound Wealth Management
Tennessee
$184K +$87.7K +435 +97%
AF
3235
Affiance Financial
Minnesota
$184K +$178K +884 New
DJSG
3236
D.J. St. Germain
Massachusetts
$181K +$813K +4,029 +17%
ACM
3237
Antonetti Capital Management
Florida
$178K +$202 +1 +0.1%
FCG
3238
Financial Connections Group
California
$176K +$29.2K +145 +21%
PP
3239
PrairieView Partners
Minnesota
$168K
BA
3240
Bellwether Advisors
Nebraska
$166K -$28.8K -143 -15%
RWML
3241
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$166K -$807 -4 -0.5%
HCM
3242
Highlander Capital Management
New Jersey
$166K
TIM
3243
Tortoise Investment Management
New York
$163K -$807 -4 -0.5%
EARNEST Partners
3244
EARNEST Partners
Georgia
$163K
DAL
3245
Delta Accumulation LLC
California
$158K +$202 +1 +0.1%
CWAF
3246
Core Wealth Advisors (Florida)
Florida
$157K
TAM
3247
Tucker Asset Management
Colorado
$155K +$44.6K +221 +42%
MIHAS
3248
Maj Invest Holding A/S
Denmark
$155K +$90.7K +450 +150%
RFA
3249
Register Financial Advisors
Georgia
$154K +$149K +741 New
CAS
3250
Coppell Advisory Solutions
Texas
$154K +$149K +740 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.