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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
SC
3326
Stephens Consulting
Michigan
$50.2K -$35.9K -178 -42%
T2I
3327
Turim 21 Investimentos
Brazil
$49.9K
PFC
3328
Phocas Financial Corp
California
$49.4K +$48K +238 New
HH
3329
HWG Holdings
Texas
$47K -$3.02K -15 -6%
SJIA
3330
St. James Investment Advisors
New York
$45.5K +$16.3K +81 +59%
Q
3331
QVR
California
$45.3K +$44K +218 New
HGWM
3332
Harvest Group Wealth Management
Massachusetts
$44K
RDIA
3333
RE Dickinson Investment Advisors
Iowa
$43K
TCM
3334
TD Capital Management
Tennessee
$41.8K
MDCM
3335
Morgan Dempsey Capital Management
Wisconsin
$41.6K -$9.68K -48 -19%
AP
3336
Atwood & Palmer
Missouri
$41.6K
MCA
3337
Maryland Capital Advisors
Maryland
$41.6K
EIM
3338
Essex Investment Management
Massachusetts
$41K
CMA
3339
Cedar Mountain Advisors
Oregon
$39.3K
DCM
3340
Disciplina Capital Management
Tennessee
$37.4K
RDFA
3341
Ritter Daniher Financial Advisory
Ohio
$37.2K
AW
3342
Avion Wealth
Texas
$37K
EAM
3343
Eukles Asset Management
Ohio
$37K
SSC
3344
Syverson Strege & Co
Iowa
$36.6K
AA
3345
AlphaMark Advisors
Kentucky
$36K
RA
3346
Rise Advisors
New York
$33.6K
FFL
3347
Financial Freedom LLC
Ohio
$31.7K +$30.9K +153 New
PCM
3348
Perritt Capital Management
Illinois
$31.4K +$30.5K +151 New
MSCM
3349
McElhenny Sheffield Capital Management
Texas
$31.2K +$30.3K +150 New
CFG
3350
CKW Financial Group
Hawaii
$31K

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.