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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
DCM
626
Dupont Capital Management
Delaware
$21.9M +$12.8M +63,351 +151%
CIC
627
Carnegie Investment Counsel
Ohio
$21.6M -$95.8K -475 -0.5%
AWM
628
Absher Wealth Management
North Carolina
$21.5M +$870K +4,312 +4%
DILIC
629
Dai-ichi Life Insurance Company
Japan
$21.5M -$1.6M -7,918 -7%
GIM
630
Grassi Investment Management
California
$21.5M -$30K -149 -0.1%
BWP
631
Baldwin Wealth Partners
Massachusetts
$21.4M +$145K +721 +0.7%
AFG
632
Albion Financial Group
Utah
$21.4M -$169K -836 -0.8%
NPPM
633
North Point Portfolio Managers
Ohio
$21.3M +$178K +884 +0.9%
AIM
634
Achmea Investment Management
Netherlands
$21.3M +$518K +2,570 +2%
PAI
635
Pittenger & Anderson Inc
Nebraska
$21.3M +$126K +623 +0.6%
SIA
636
Sit Investment Associates
Minnesota
$21.2M +$126K +627 +0.6%
DS
637
Dudley & Shanley
Florida
$21.2M
CTA
638
Chesley Taft & Associates
Illinois
$21M +$28.6K +142 +0.1%
GAM
639
Guinness Asset Management
United Kingdom
$20.9M +$223K +1,104 +1%
HTI
640
Hikari Tsushin Inc
Japan
$20.9M +$1.44M +7,125 +8%
NFGCM
641
Norman Fields Gottscho Capital Management
New York
$20.7M -$451K -2,237 -2%
CW
642
Connectus Wealth
Ohio
$20.6M +$229K +1,136 +4%
CSS
643
Cubist Systematic Strategies
Connecticut
$20.6M -$56.8M -281,812 -74%
CG
644
Colony Group
Massachusetts
$20.6M +$7.76M +38,491 +64%
AAS
645
Avantax Advisory Services
Texas
$20.5M +$707K +3,505 +4%
BRWA
646
B. Riley Wealth Advisors
Florida
$20.2M -$11.7K -58 -0.1%
JC
647
Jacobs & Co
California
$20.2M -$108K -538 -0.6%
AHC
648
Adell Harriman & Carpenter
Texas
$20.1M +$1.42M +7,025 +8%
NEI
649
Northwest & Ethical Investments
Ontario, Canada
$20.1M +$2.33M +11,556 +14%
CHP
650
Castle Hook Partners
New York
$20M +$19.4M +96,224 New

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.