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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
LCM
1051
Liberty Capital Management
Michigan
$7.54M +$11.9K +59 +0.2%
JCM
1052
Jacobi Capital Management
Pennsylvania
$7.54M -$29.6K -147 -0.4%
FPTW
1053
Franklin, Parlapiano, Turner & Welch
Texas
$7.53M +$47.4K +235 +0.7%
CIS
1054
Capital International Sarl
California
$7.53M +$1.18M +5,852 +19%
FB
1055
Fulton Bank
Pennsylvania
$7.53M -$314K -1,557 -4%
VWA
1056
V Wealth Advisors
Kansas
$7.53M +$649K +3,216 +10%
RCW
1057
Rheos Capital Works
Japan
$7.52M
CCM
1058
Cohen Capital Management
California
$7.5M
ZB
1059
Zions Bancorporation
Utah
$7.49M +$677K +3,355 +10%
RAM
1060
Riggs Asset Management
Pennsylvania
$7.47M -$83.3K -413 -1%
AAF
1061
Andra AP-fonden
Sweden
$7.46M -$1.65M -8,200 -19%
WA
1062
Wealth Advisors
California
$7.45M
SLI
1063
Sumitomo Life Insurance
Japan
$7.42M -$68.4K -339 -0.9%
MIA
1064
MainStreet Investment Advisors
Illinois
$7.39M +$107K +532 +2%
BL
1065
Balentine LLC
Georgia
$7.37M +$1.97M +9,786 +38%
BIC
1066
Beach Investment Counsel
Pennsylvania
$7.37M +$3.6M +17,841 +101%
BI
1067
Berkeley Inc
Idaho
$7.35M +$6.25K +31 +0.1%
RA
1068
Rovida Advisors
Florida
$7.27M
TYCC
1069
Texas Yale Capital Corp
Florida
$7.24M -$24.4K -121 -0.3%
AMM
1070
American Money Management
California
$7.22M +$374K +1,853 +6%
NCM
1071
Novare Capital Management
North Carolina
$7.2M +$31.1K +154 +0.4%
ZCA
1072
Zeke Capital Advisors
Pennsylvania
$7.19M -$550K -2,728 -7%
TIP
1073
Torray Investment Partners
Maryland
$7.14M -$115K -571 -2%
RC
1074
Resonate Capital
California
$7.13M -$756K -3,748 -10%
FHCM
1075
Force Hill Capital Management
New York
$7.11M -$3.89M -19,300 -36%

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.