We are live on ! Find out more

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
ECM
3376
Everence Capital Management
Indiana
$9.95K +$1.2M +5,940 +14%
FWA
3377
FSC Wealth Advisors
New York
$9.56K -$7.46K -37 -45%
HRC
3378
Hoertkorn Richard Charles
$9.56K
PWS
3379
Paragon Wealth Strategies
Florida
$9.14K +$8.87K +44 New
CMBA
3380
C.M. Bidwell & Associates
Hawaii
$8.31K
RIM
3381
Ranger Investment Management
Texas
$8.1K
CWM
3382
Cranbrook Wealth Management
Michigan
$8.07K
RCC
3383
Red Cedar Capital
Nebraska
$8K
DF
3384
DecisionPoint Financial
Arizona
$7.27K +$7.06K +35 New
CM
3385
Cornerstone Management
Georgia
$7.06K
SA
3386
SRH Advisors
Kansas
$7K
FGAM
3387
Financial Gravity Asset Management
Texas
$6.65K -$281K -1,394 -87%
MFT
3388
Moisand Fitzgerald Tamayo
Florida
$6.24K +$5.65K +28 +1,400%
LIM
3389
Longfellow Investment Management
Massachusetts
$5.82K +$807 +4 +17%
YAL
3390
Your Advocates Ltd
Texas
$5.61K
MIM
3391
Macroview Investment Management
Maryland
$5.23K
CWA
3392
Carolina Wealth Advisors
South Carolina
$5K
TJHA
3393
Thomas J. Herzfeld Advisors
Florida
$4.57K
TWD
3394
True Wealth Design
Ohio
$4.36K +$4.24K +21 New
PPWM
3395
PFG Private Wealth Management
Florida
$4K -$3.02K -15 -44%
BAM
3396
Baldrige Asset Management
Pennsylvania
$4K +$3.83K +19 New
FIA
3397
FNY Investment Advisers
New York
$3K -$9.28K -46 -73%
JIR
3398
James Investment Research
Ohio
$3K
VF
3399
VitalStone Financial
Texas
$3K +$3.83K +19 New
SCA
3400
Sander Capital Advisors
Washington
$2.04K

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.