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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
O
526
Ossiam
France
$33.4M +$1.65M +8,197 +5%
CP
527
Cumberland Partners
Ontario, Canada
$33.3M +$35.9K +178 +0.1%
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$33.2M +$363K +1,800 +1%
ZCM
529
Ziegler Capital Management
Illinois
$33.1M -$3.34M -16,542 -9%
CA
530
Cornerstone Advisors
North Carolina
$32.8M
B
531
Bailard
California
$32.7M +$1.06M +5,254 +3%
MC
532
Montag & Caldwell
Georgia
$32.6M -$862K -4,276 -3%
DIA
533
Dana Investment Advisors
Wisconsin
$32.4M -$1.93M -9,574 -6%
RJT
534
Raymond James Trust
Florida
$32.1M +$246K +1,221 +0.8%
HP
535
Hikari Power
Japan
$31.9M
ACM
536
Advisors Capital Management
New Jersey
$31.8M +$6.75M +33,477 +28%
SAM
537
Shell Asset Management
Netherlands
$31.6M -$3.8M -18,849 -11%
SFG
538
Sather Financial Group
Texas
$31.4M +$492K +2,441 +2%
GC
539
Gillson Capital
Illinois
$31.4M +$30.5M +151,285 New
CGH
540
Crossmark Global Holdings
Texas
$31.4M +$1.25M +6,214 +4%
SEM
541
Suncoast Equity Management
Florida
$31.3M -$1.4M -6,956 -4%
NSAM
542
North Star Asset Management
Wisconsin
$31.2M +$280K +1,387 +0.9%
SF
543
Synovus Financial
Georgia
$31M +$980K +4,862 +3%
OCM
544
Osterweis Capital Management
California
$31M +$10M +49,598 +50%
BFO
545
Boston Family Office
Massachusetts
$30.5M +$232K +1,152 +0.8%
IAIM
546
Industrial Alliance Investment Management
Quebec, Canada
$30.3M -$16M -79,226 -35%
EMG
547
ETF Managers Group
New Jersey
$30.2M -$5.04M -24,981 -15%
CNAM
548
Campbell Newman Asset Management
Wisconsin
$30M +$209K +1,036 +0.7%
SCM
549
Snyder Capital Management
California
$29.8M +$2.29M +11,360 +9%
VCM
550
Violich Capital Management
California
$29.7M -$68.6K -340 -0.2%

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.