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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
FAT
776
First American Trust
California
$13.7M +$196K +970 +1%
CIA
777
Covington Investment Advisors
Pennsylvania
$13.6M +$199K +985 +2%
RC
778
Randolph Company
Ohio
$13.6M -$9.68K -48 -0.1%
DA
779
Dash Acquisitions
California
$13.6M -$246K -1,222 -2%
BBA
780
BLB&B Advisors
Pennsylvania
$13.5M -$658K -3,264 -5%
RWP
781
RWA Wealth Partners
Massachusetts
$13.5M +$337K +1,672 +3%
AJ
782
Ashburton (Jersey)
Jersey
$13.5M -$504K -2,499 -4%
V
783
Veritable
Delaware
$13.5M +$923K +4,577 +8%
ZIM
784
Zacks Investment Management
Illinois
$13.4M +$330K +1,638 +3%
FMLI
785
Fukoku Mutual Life Insurance
Japan
$13.4M -$107K -532 -0.8%
HWM
786
HB Wealth Management
Georgia
$13.4M +$1.69M +8,395 +15%
TSS
787
Thomas Story & Son
Indiana
$13.3M -$439K -2,175 -3%
HC
788
Hendley & Co
Ohio
$13.3M -$19.2K -95 -0.1%
GI
789
GAMCO Investors
Connecticut
$13.3M -$617K -3,062 -5%
JPMIA
790
J.P. Marvel Investment Advisors
Massachusetts
$13.3M
CWM
791
Curi Wealth Management
North Carolina
$13.3M -$458K -2,271 -3%
MIA
792
MMBG Investment Advisors
Florida
$13.1M +$67.6K +335 +0.5%
JMFC
793
J.M. Forbes & Co
Massachusetts
$13.1M -$65.5K -325 -0.5%
CVM
794
Cheviot Value Management
California
$13.1M +$286K +1,419 +2%
TPCW
795
TD Private Client Wealth
New York
$13.1M +$342K +1,694 +3%
NIG
796
NFJ Investment Group
Texas
$13.1M -$2.06M -10,235 -14%
GC
797
Grimes & Company
Massachusetts
$13M +$19.4K +96 +0.2%
CAMG
798
CWA Asset Management Group
Florida
$13M +$325K +1,611 +3%
SCA
799
Stillwater Capital Advisors
Pennsylvania
$13M -$82.3K -408 -0.6%
SCA
800
Stonebridge Capital Advisors
Minnesota
$13M +$339K +1,681 +3%

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.