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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
MFA
3351
McClarren Financial Advisors
Pennsylvania
$31K +$807 +4 +3%
BBPWM
3352
Blue Bell Private Wealth Management
Pennsylvania
$30.3K
SCA
3353
Stuart Chaussee & Associates
California
$29.5K
JFG
3354
JDM Financial Group
Texas
$29.1K +$28.2K +140 New
DWA
3355
Delos Wealth Advisors
Texas
$27.2K
GM
3356
GeoWealth Management
Illinois
$26K -$33.7K -167 -57%
GWSA
3357
Global Wealth Strategies & Associates
Colorado
$26K +$25.2K +125 New
CIR
3358
Clear Investment Research
Georgia
$23K
DI
3359
Disciplined Investments
Oklahoma
$22.2K -$26.4K -131 -55%
SC
3360
Steph & Co
Wisconsin
$21K
RG
3361
Retirement Group
California
$21K +$16.7K +83 +437%
MPCL
3362
My Personal CFO LLC
Washington
$20.2K +$19.6K +97 New
NC
3363
NewSquare Capital
Pennsylvania
$19.9K +$19.4K +96 New
RTL
3364
Red Tortoise LLC
Georgia
$18.7K +$18.1K +90 New
GIS
3365
Grayhawk Investment Strategies
Alberta, Canada
$18.1K -$4.24K -21 -24%
BCPWM
3366
Bradley & Co Private Wealth Management
Florida
$17.5K
JMF
3367
Johnson Midwest Financial
Iowa
$17K +$16.1K +80 New
NF
3368
Norwood Financial
Pennsylvania
$15.6K
WFA
3369
West Financial Advisors
Iowa
$15K
FSWA
3370
Financial Synergies Wealth Advisors
Texas
$15K +$11.5K +57 +380%
MYAM
3371
Meiji Yasuda Asset Management
Japan
$14.2K +$89.3K +443 +0.7%
PS
3372
PayPay Securities
Japan
$13.5K +$13.1K +65 New
HWP
3373
Highline Wealth Partners
California
$12.7K
LTI
3374
Laffer Tengler Investments
Tennessee
$12.3K -$101K -502 -89%
BC
3375
Belmont Capital
California
$11K

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.