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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
SAM
3276
Sycomore Asset Management
France
$111K
LSA
3277
Lansing Street Advisors
Pennsylvania
$111K +$1.61K +8 +2%
IA
3278
IFS Advisors
Kansas
$108K
AWM
3279
Accel Wealth Management
Iowa
$107K
FNBOSM
3280
First National Bank of South Miami
Florida
$101K -$6.66K -33 -6%
GTCM
3281
Gyon Technologies Capital Management
New Jersey
$101K +$98K +486 New
BC
3282
Barrett & Company
Rhode Island
$99.8K
FA
3283
Financial Avengers
California
$98.5K +$202 +1 +0.2%
TLA
3284
Tanglewood Legacy Advisors
Texas
$97.6K +$94.8K +470 New
TFM
3285
TFC Financial Management
Massachusetts
$97.3K -$27.8K -138 -23%
HWM
3286
HighMark Wealth Management
Minnesota
$96.1K +$807 +4 +0.9%
BDS
3287
Banco de Sabadell
Florida
$96K
CA
3288
Corrado Advisors
New Jersey
$95.2K +$92.4K +458 New
TC
3289
Tacita Capital
Ontario, Canada
$92K
SFCL
3290
Strengthening Families & Communities LLC
Massachusetts
$92K +$605 +3 +0.7%
ACP
3291
Arcus Capital Partners
Georgia
$92K +$89.3K +443 New
SL
3292
Sonnipe Ltd
Isle Of Man
$91.6K +$88.9K +441 New
ICM
3293
Islay Capital Management
Texas
$90.2K +$2.82K +14 +3%
PA
3294
PSI Advisors
Florida
$87.5K +$16.1K +80 +23%
PG
3295
Proffitt & Goodson
Tennessee
$84.4K
BHWM
3296
Beaird Harris Wealth Management
Texas
$83.5K +$60.5K +300 +294%
LSV Asset Management
3297
LSV Asset Management
Illinois
$83K
HB
3298
Horizon Bancorp
Indiana
$83K +$80.7K +400 New
ARS
3299
Adirondack Retirement Specialists
New York
$82.5K -$22.2K -110 -22%
LFA
3300
Legend Financial Advisors
Pennsylvania
$81.4K -$6.45K -32 -8%

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.