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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
ACIM
576
Azimuth Capital Investment Management
Michigan
$26.2M -$276K -1,371 -1%
HWCM
577
Hudson Way Capital Management
Texas
$26.1M -$5.32M -26,379 -17%
TMAM
578
Tokio Marine Asset Management
Japan
$25.9M +$229K +1,138 +0.9%
CAM
579
ClariVest Asset Management
California
$25.8M -$650K -3,223 -3%
NWM
580
Nicola Wealth Management
British Columbia, Canada
$25.7M +$1.77M +8,800 +8%
HW
581
Hancock Whitney
Mississippi
$25.6M -$168K -832 -0.7%
OA
582
Oak Associates
Ohio
$25.6M -$122K -606 -0.5%
SAM
583
Silvercrest Asset Management
New York
$25.5M -$170K -843 -0.7%
OCBCO
584
Oversea-Chinese Banking Corp (OCBC)
Singapore
$25.5M +$24.7M +122,495 New
CCA
585
Cobblestone Capital Advisors
New York
$25.4M -$284K -1,407 -1%
NPF
586
Norris Perne & French
Michigan
$25.4M +$326K +1,615 +1%
NOCM
587
Night Owl Capital Management
Connecticut
$25.4M -$5.33M -26,416 -18%
DA
588
Dillon & Associates
Michigan
$25.3M -$3.63K -18 -0%
FBB
589
Fulton Breakefield Broenniman
Maryland
$25.3M +$425K +2,107 +2%
HIMCH
590
Hartford Investment Management Co (HIMCO)
Connecticut
$25.2M -$9.92M -49,215 -29%
IC
591
IEQ Capital
California
$25.1M +$485K +2,407 +2%
MSR
592
Main Street Research
Connecticut
$25M -$947K -4,695 -4%
DP
593
Dundas Partners
United Kingdom
$24.8M
NMIFOAC
594
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$24.8M
PFM
595
Parsec Financial Management
North Carolina
$24.7M -$450K -2,229 -2%
RT
596
Rockland Trust
Massachusetts
$24.6M +$329K +1,632 +1%
SSWM
597
Smith Salley Wealth Management
North Carolina
$24.6M -$59.5K -295 -0.2%
CWM
598
Congress Wealth Management
Massachusetts
$24.6M +$807K +4,002 +4%
WAM
599
Wilson Asset Management
Australia
$24.5M -$1.1M -5,459 -4%
PP
600
Patten & Patten
Tennessee
$24.1M -$399K -1,978 -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.