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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
MGM
851
Miura Global Management
New York
$11.4M -$605K -3,000 -5%
BCMO
852
Buckingham Capital Management (Ohio)
Ohio
$11.4M +$245K +1,214 +2%
DAC
853
Dividend Assets Capital
South Carolina
$11.4M +$88.1K +437 +0.8%
MC
854
Mayar Capital
United Kingdom
$11.4M -$1.57M -7,765 -12%
PIP
855
Peachtree Investment Partners
Florida
$11.4M -$160K -791 -1%
VFA
856
Valeo Financial Advisors
Indiana
$11.4M +$1.29M +6,388 +13%
BAM
857
Bell Asset Management
Australia
$11.3M -$3.43M -17,020 -24%
SWM
858
Segment Wealth Management
Texas
$11.3M -$58.5K -290 -0.5%
DWP
859
Daymark Wealth Partners
Ohio
$11.3M +$11M +54,545 New
KA
860
Kintegral Advisory
New York
$11.3M +$6.73M +33,356 +158%
LNWWM
861
Laird Norton Wetherby Wealth Management
California
$11.3M +$641K +3,179 +6%
CFM
862
Capricorn Fund Managers
United Kingdom
$11.3M +$737K +3,655 +7%
DWA
863
Douglass Winthrop Advisors
New York
$11.2M -$230K -1,142 -2%
BSI
864
Bennett Selby Investments
Maine
$11.2M +$61.9K +307 +0.6%
TCM
865
Telos Capital Management
California
$11.2M +$318K +1,578 +3%
BWM
866
Bulltick Wealth Management
Florida
$11.2M -$197K -976 -2%
WP
867
WMS Partners
Maryland
$11.1M -$620K -3,073 -5%
CIS
868
Connors Investor Services
Pennsylvania
$11.1M -$1.37M -6,784 -11%
HI
869
Horizon Investments
North Carolina
$11.1M +$3.76M +18,654 +53%
GI
870
Gradient Investments
Minnesota
$11.1M -$626K -3,104 -5%
LIM
871
Leavell Investment Management
Alabama
$11.1M -$787K -3,901 -7%
PHAM
872
Pacific Heights Asset Management
California
$11M
TM
873
Tiger Management
New York
$11M +$4.98M +24,700 +88%
BWL
874
Bogart Wealth LLC
Virginia
$11M +$1.27M +6,289 +14%
IGGA
875
Iron Gate Global Advisors
Utah
$11M +$154K +764 +1%

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.