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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
SFO
3476
Standard Family Office
South Dakota
-$269K -1,517 Closed
TIS
3477
Tortoise Index Solutions
Kansas
-$268K -1,507 Closed
CCP
3478
Cassia Capital Partners
North Carolina
-$247K -1,388 Closed
IIA
3479
IPG Investment Advisors
California
-$244K -1,373 Closed
CFC
3480
Coyle Financial Counsel
Illinois
-$241K -1,358 Closed
LA
3481
Lifeworks Advisors
Michigan
-$275K -1,327 Closed
BTIM
3482
BancFirst Trust & Investment Management
Oklahoma
-$235K -1,306 Closed
CCA
3483
Catalyst Capital Advisors
New York
-$220K -1,240 Closed
BAS
3484
Brown Advisory Securities
Maryland
-$220K -1,227 Closed
DC
3485
Diametric Capital
Massachusetts
-$216K -1,215 Closed
ER
3486
Enlightenment Research
Florida
-$213K -1,200 Closed
THWM
3487
Taylor Hoffman Wealth Management
Virginia
-$203K -1,145 Closed
WF
3488
Wayfinding Financial
Washington
-$201K -1,134 Closed
Canada Pension Plan Investment Board
3489
Canada Pension Plan Investment Board
Ontario, Canada
-$198K -1,115 Closed
ARIS
3490
Advanced Research Investment Solutions
California
-$188K -1,061 Closed
EC
3491
EdgeRock Capital
Colorado
-$165K -929 Closed
FNA
3492
First National Advisers
Nebraska
-$158K -887 Closed
WB
3493
West Bancorporation
Iowa
-$146K -821 Closed
FDCC
3494
Foster Dykema Cabot & Co
Massachusetts
-$137K -773 Closed
FA
3495
Financial Advantage
Maryland
-$71K -400 Closed
JWBC
3496
John W. Brooker & Co
California
-$60K -340 Closed
EC
3497
Estate Counselors
Wisconsin
-$52K -298 Closed
IAMOG
3498
Investors Asset Management of Georgia
Georgia
-$40K -225 Closed
CL
3499
COWA LLC
Oklahoma
-$29K -161 Closed
AS
3500
Altshuler Shaham
Israel
-$25K -137 Closed

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.