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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
NI
801
Nepsis Inc
Minnesota
$13M +$20.4K +101 +0.2%
USAA
802
United Services Automobile Association
Texas
$12.9M -$649K -3,220 -5%
LMIM
803
Lockheed Martin Investment Management
Maryland
$12.9M +$1.66M +8,230 +15%
WCA
804
Waratah Capital Advisors
Ontario, Canada
$12.9M -$8.35M -41,419 -40%
KAM
805
Knightsbridge Asset Management
California
$12.9M +$11.7M +58,244 +1,605%
VIA
806
Vident Investment Advisory
Georgia
$12.8M +$8.05M +39,905 +184%
SMI
807
Shelter Mutual Insurance
Missouri
$12.8M
EGA
808
Eagle Global Advisors
Texas
$12.8M -$30.3K -150 -0.2%
Lido Advisors
809
Lido Advisors
California
$12.7M -$5.19M -25,755 -30%
PAM
810
Peak Asset Management
Colorado
$12.7M -$94.8K -470 -0.8%
LDB
811
Lee, Danner & Bass
Tennessee
$12.7M -$1.21M -6,017 -9%
FCH
812
Freestone Capital Holdings
Washington
$12.6M -$377K -1,869 -3%
WS
813
Wedbush Securities
California
$12.6M -$657K -3,256 -5%
LSA
814
Leonteq Securities AG
Switzerland
$12.5M -$2.95M -14,605 -19%
TA
815
TruWealth Advisors
Louisiana
$12.5M +$177K +877 +1%
ORI
816
Oak Ridge Investments
Illinois
$12.5M -$163K -807 -1%
JCM
817
Janney Capital Management
Pennsylvania
$12.4M +$193K +959 +2%
SCM
818
Saber Capital Management
North Carolina
$12.3M +$23.2K +115 +0.2%
Capital Fund Management (CFM)
819
Capital Fund Management (CFM)
France
$12.3M -$45.3M -224,556 -79%
AF
820
Ally Financial
Michigan
$12.3M
KFC
821
Klingenstein Fields & Co
New York
$12.3M -$77.4K -384 -0.6%
FFP
822
FourThought Financial Partners
Florida
$12.2M +$11.9M +58,826 New
FFBTD
823
First Financial Bank - Trust Division
Ohio
$12.2M -$576K -2,858 -5%
HWM
824
Heirloom Wealth Management
Colorado
$12.2M +$11.9M +58,761 New
HSA
825
HBK Sorce Advisory
Pennsylvania
$12.2M +$6.22M +30,865 +111%

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.