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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
SCM
601
Sandler Capital Management
New York
$24.1M +$16.2M +80,513 +226%
LRPA
602
L. Roy Papp & Associates
Arizona
$24.1M -$221K -1,095 -0.9%
AP
603
Appleton Partners
Massachusetts
$23.9M +$107K +531 +0.5%
BBI
604
Baxter Bros Inc
Connecticut
$23.7M -$398K -1,976 -2%
RMA
605
Roffman Miller Associates
Pennsylvania
$23.5M +$491K +2,434 +2%
FT
606
Fiduciary Trust
Massachusetts
$23.4M +$196K +971 +0.9%
BF
607
BOK Financial
Oklahoma
$23.4M -$705K -3,497 -3%
NRS
608
Neville Rodie & Shaw
New York
$23.2M -$122K -603 -0.5%
PNAA
609
Pictet North America Advisors
Switzerland
$23M -$1.03M -5,083 -4%
ZAM
610
Zevin Asset Management
Massachusetts
$23M -$469K -2,326 -2%
BCM
611
Bowie Capital Management
Texas
$22.8M -$992K -4,920 -4%
PI
612
PGGM Investments
Netherlands
$22.7M -$3.95M -19,588 -15%
TAM
613
Trillium Asset Management
Massachusetts
$22.5M -$900K -4,463 -4%
KWILP
614
Kiwi Wealth Investments Limited Partnership
New Zealand
$22.5M -$1.44M -7,157 -6%
LCAM
615
London & Capital Asset Management
United Kingdom
$22.4M -$2.02M -10,006 -9%
PAM
616
Private Asset Management
California
$22.3M -$666K -3,304 -3%
FCM
617
Fernbridge Capital Management
California
$22.2M -$7.88M -39,073 -27%
AWS
618
Atria Wealth Solutions
New York
$22.2M +$39.5K +196 +0.2%
VPIM
619
Vanguard Personalized Indexing Management
California
$22.2M +$2.47M +12,264 +13%
SWM
620
Spire Wealth Management
Virginia
$22.1M -$119K -590 -0.6%
KHLMVGHM
621
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$22M -$5.52M -27,365 -21%
TNB
622
Thomasville National Bank
Georgia
$22M +$155K +768 +0.7%
LSERS
623
Louisiana State Employees Retirement System
Louisiana
$21.9M +$202K +1,000 +1%
ACI
624
Alpha Cubed Investments
California
$21.9M +$3.03M +15,028 +17%
HCMG
625
Howard Capital Management Group
California
$21.9M -$191K -946 -0.9%

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.