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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
CASC
3251
Coppell Advisory Solutions Corp
Texas
$154K +$149K +740 New
LWP
3252
Laurel Wealth Planning
Minnesota
$152K
VNA
3253
Valley National Advisers
Pennsylvania
$150K +$2.22K +11 +2%
MWM
3254
MinichMacGregor Wealth Management
New York
$148K +$144K +713 New
TFGT
3255
TS Financial Group (TSFG)
Illinois
$146K +$24K +119 +20%
MLA
3256
MB, Levis & Associates
Pennsylvania
$145K +$141K +700 New
GITFIT
3257
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$145K +$20.2K +100 +17%
LAM
3258
Lakewood Asset Management
Illinois
$145K +$141K +700 New
AWM
3259
AllSquare Wealth Management
New York
$144K
FCT
3260
First Community Trust
Iowa
$143K +$11.3K +56 +9%
TCM
3261
Tradewinds Capital Management
Washington
$140K +$48.4K +240 +56%
CWA
3262
Clearview Wealth Advisors
Oregon
$136K -$3.23K -16 -2%
POIA
3263
Pin Oak Investment Advisors
Texas
$136K -$28.6K -142 -18%
DCBT
3264
Dakota Community Bank & Trust
North Dakota
$134K -$7.06K -35 -5%
ABLA
3265
Alan B. Lancz & Associates
Ohio
$134K +$121K +600 New
GFL
3266
Granite FO LLC
New Hampshire
$128K +$119K +589 New
CPFP
3267
Clear Perspectives Financial Planning
Ohio
$127K
SFG
3268
Steward Financial Group
Texas
$118K +$115K +569 New
BFPW
3269
BOK Financial Private Wealth
Colorado
$116K
NECFA
3270
New England Capital Financial Advisors
Connecticut
$116K +$104K +516 New
KTC
3271
Kistler-Tiffany Companies
Pennsylvania
$116K
TF
3272
TimeScale Financial
Massachusetts
$115K
CPG
3273
Cornerstone Planning Group
New Jersey
$115K +$105K +522 New
LWA
3274
Lowe Wealth Advisors
Maryland
$113K
N
3275
Natixis
France
$112K -$136M -673,495 -100%

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.