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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
RCWMU
1026
Rothschild & Co Wealth Management (UK)
United Kingdom
$7.91M +$80.5K +399 +1%
BMM
1027
Buffington Mohr McNeal
Idaho
$7.85M -$45.8K -227 -0.6%
PCA
1028
Pallas Capital Advisors
Massachusetts
$7.84M +$120K +596 +2%
MME
1029
Meag Munich Ergo
Germany
$7.84M +$232K +1,152 +3%
BFEC
1030
Benjamin F. Edwards & Company
Missouri
$7.83M -$148K -736 -2%
Nomura Holdings
1031
Nomura Holdings
Japan
$7.81M -$7.75M -38,415 -51%
CA
1032
Claar Advisors
New York
$7.81M
FNBOO
1033
First National Bank of Omaha
Nebraska
$7.78M -$500K -2,481 -6%
GIP
1034
Gavilan Investment Partners
California
$7.77M +$7.54M +37,375 New
Wolverine Trading
1035
Wolverine Trading
Illinois
$7.76M +$2.05M +10,172 +37%
ALAM
1036
Asahi Life Asset Management
Japan
$7.73M -$2.25M -11,170 -23%
PA
1037
Perennial Advisors
New York
$7.72M -$90.3K -448 -1%
OAC
1038
OMERS Administration Corp
Ontario, Canada
$7.7M
CI
1039
Conning Inc
Connecticut
$7.7M -$840K -4,167 -10%
RCP
1040
Rothschild Capital Partners
New York
$7.69M +$2.22K +11 +0%
SIMM
1041
Stillwater Investment Management (Minnesota)
Minnesota
$7.67M -$55.5K -275 -0.7%
XI
1042
XXEC Inc
Oklahoma
$7.67M +$6.25K +31 +0.1%
MGWM
1043
Marks Group Wealth Management
Minnesota
$7.66M +$34.9K +173 +0.5%
HR
1044
Howe & Rusling
New York
$7.65M -$162K -802 -2%
NO
1045
Ninety One
South Africa
$7.65M +$578K +2,865 +8%
FFA
1046
First Foundation Advisors
California
$7.62M -$1.2M -5,938 -14%
RSWM
1047
Robertson Stephens Wealth Management
California
$7.6M -$312K -1,546 -4%
CCWM
1048
Cassaday & Co Wealth Management
Virginia
$7.6M +$7.38M +36,597 New
WAS
1049
Wesleyan Assurance Society
United Kingdom
$7.6M
ATI
1050
Act Two Investors
California
$7.55M +$12.9K +64 +0.2%

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.