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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
AIM
726
Allstate Investment Management
Illinois
$16M +$15.6M +77,252 New
ERIM
727
Eagle Ridge Investment Management
Connecticut
$16M -$103K -509 -0.7%
VAS
728
Vestmark Advisory Solutions
Massachusetts
$16M -$569K -2,823 -4%
SSA
729
South Street Advisors
New York
$15.9M -$55.3K -274 -0.4%
KCM
730
Kornitzer Capital Management
Kansas
$15.9M +$1.26M +6,263 +9%
MC
731
Moors & Cabot
Massachusetts
$15.9M -$55.5K -275 -0.4%
PAS
732
Park Avenue Securities
New York
$15.9M +$711K +3,527 +5%
SGK
733
Steigerwald Gordon & Koch
Virginia
$15.8M +$281K +1,395 +2%
AHC
734
Anderson Hoagland & Co
Missouri
$15.7M +$1.18M +5,873 +9%
WAM
735
Wallington Asset Management
Indiana
$15.7M +$127K +629 +0.8%
VC
736
Vestor Capital
Illinois
$15.5M -$9.71M -48,163 -39%
NA
737
NewEdge Advisors
Louisiana
$15.5M +$3.43M +17,031 +13%
RSS
738
Rosenblum Silverman Sutton
California
$15.4M -$294K -1,456 -2%
BFA
739
Beaumont Financial Advisors
Massachusetts
$15.4M -$764K -3,788 -5%
FNT
740
First National Trust
Pennsylvania
$15.2M -$45.6K -226 -0.3%
API
741
Advisor Partners II
California
$15M +$2.61M +12,947 +22%
BOTW
742
Bank of the West
California
$15M -$312K -1,548 -2%
AA
743
ALPS Advisors
Colorado
$14.9M -$868K -4,302 -6%
CCM
744
Coerente Capital Management
Ontario, Canada
$14.9M +$68.4K +339 +0.5%
VSI
745
Verde Servicos Internacionais
Brazil
$14.9M +$14.5M +71,870 New
FMII
746
Farmers & Merchants Investments Inc
Nebraska
$14.9M -$233K -1,157 -2%
RMSCM
747
R.M. Sincerbeaux Capital Management
New York
$14.9M
PWM
748
Perigon Wealth Management
California
$14.8M +$1.21M +6,007 +9%
SC
749
Saybrook Capital
North Carolina
$14.8M +$10.1K +50 +0.1%
KOCAA
750
Knights of Columbus Asset Advisors
Connecticut
$14.8M -$2.04M -10,137 -12%

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.