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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
LNC
976
Lincoln National Corp
Pennsylvania
$8.66M +$542K +2,690 +7%
SNB
977
Security National Bank
Nebraska
$8.66M -$197K -978 -2%
SA
978
Strategic Advisors
New York
$8.56M -$146K -725 -2%
OA
979
Oxbow Advisors
Texas
$8.55M -$350K -1,736 -4%
HWAM
980
Hennion & Walsh Asset Management
New Jersey
$8.54M -$168K -834 -2%
LWM
981
Lyell Wealth Management
California
$8.54M +$58.3K +289 +0.7%
HT
982
Heritage Trust
Oklahoma
$8.53M +$141K +701 +2%
BFG
983
Bleakley Financial Group
New Jersey
$8.52M +$8.27M +41,009 New
RIG
984
Renaissance Investment Group
Massachusetts
$8.51M +$29.4K +146 +0.4%
TCM
985
Traynor Capital Management
Pennsylvania
$8.51M -$555K -2,752 -6%
RBA
986
Richard Bernstein Advisors
New York
$8.49M -$677K -3,357 -8%
AF
987
Arrow Financial
New York
$8.48M -$3.14M -15,568 -28%
JC
988
JB Capital
Connecticut
$8.48M +$500K +2,479 +6%
UH
989
Unigestion Holding
Switzerland
$8.47M -$281K -1,395 -3%
AIP
990
Alapocas Investment Partners
Massachusetts
$8.46M -$136K -676 -2%
BFC
991
Blue Fin Capital
Rhode Island
$8.46M -$240K -1,190 -3%
CBT
992
Central Bank & Trust
Kentucky
$8.45M +$146K +722 +2%
WMC
993
Westwood Management Corporation
Illinois
$8.41M -$40.3K -200 -0.5%
PTB
994
Pioneer Trust Bank
Oregon
$8.39M +$174K +865 +2%
KHLMTHM
995
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.38M -$1.97M -9,787 -20%
LOAME
996
Lombard Odier Asset Management (Europe)
United Kingdom
$8.37M -$2.18M -10,806 -21%
VCM
997
Vision Capital Management
Oregon
$8.34M +$91.2K +452 +1%
OPS
998
Orion Portfolio Solutions
Nebraska
$8.33M +$401K +1,990 +5%
TRCT
999
Tower Research Capital (TRC)
New York
$8.32M -$29.9M -148,366 -79%
CG
1000
Caprock Group
Idaho
$8.32M +$681K +3,377 +9%

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.