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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
BHWM
3301
Bay Harbor Wealth Management
Maryland
$81K -$202 -1 -0.3%
GAG
3302
Goodman Advisory Group
Massachusetts
$80K
DWMG
3303
DB Wealth Management Group
California
$79.4K
GG
3304
Gleason Group
Kentucky
$79K +$202 +1 +0.3%
IWP
3305
IAG Wealth Partners
Wisconsin
$78.9K
CYG
3306
Clean Yield Group
Vermont
$75.2K -$3.23K -16 -4%
MUMSS
3307
Mitsubishi UFJ Morgan Stanley Securities
Japan
$71K -$6.05K -30 -8%
CJL
3308
Cyrus J. Lawrence
New York
$71K +$807 +4 +1%
TC
3309
Truvestments Capital
Florida
$70.3K +$2.22K +11 +3%
EE
3310
EWG Elevate
California
$70K +$68K +337 New
FMP
3311
Financial Management Professionals
Texas
$70K +$4.64K +23 +7%
MFG
3312
Mendota Financial Group
Wisconsin
$66.5K +$64.5K +320 New
WOSD
3313
WFA of San Diego
California
$66.5K +$64.5K +320 New
RBC
3314
Roble Belko & Company
Pennsylvania
$65K +$20.4K +101 +48%
FIM
3315
FWL Investment Management
Texas
$64.4K +$62.5K +310 New
EA
3316
Evolution Advisers
Virginia
$64K -$11.1K -55 -15%
LG
3317
LAM Group
Oregon
$62.3K +$60.5K +300 New
SC
3318
Schubert & Co
Texas
$60.7K +$8.47K +42 +17%
IFA
3319
Interactive Financial Advisors
Illinois
$59.8K
UOTTAIMCU
3320
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$59K +$57.5K +285 New
IRC
3321
Investors Research Corp
Georgia
$58.4K
WI
3322
WJ Interests
Texas
$54.4K +$52.8K +262 New
BC
3323
BIT Capital
Germany
$53.2K +$51.6K +256 New
PO
3324
Private Ocean
California
$53K +$25.6K +127 +99%
BCM
3325
Bourgeon Capital Management
Connecticut
$50.7K

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.