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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
AG
1076
Ascent Group
Virginia
$7.1M +$584K +2,895 +9%
MYLI
1077
Meiji Yasuda Life Insurance
Japan
$7.1M +$5.45K +27 +0.1%
TF
1078
Threadgill Financial
Texas
$7.08M -$205K -1,016 -3%
WI
1079
Wintrust Investments
Illinois
$7.07M -$1.37M -6,796 -17%
SS
1080
Sunbelt Securities
Texas
$7.01M -$90.1K -447 -1%
SBIA
1081
Sheaff Brock Investment Advisors
Indiana
$7M +$3.13M +15,514 +85%
WCM
1082
Wisconsin Capital Management
Wisconsin
$6.98M +$184K +911 +3%
CWG
1083
Cornerstone Wealth Group
North Carolina
$6.98M -$17.7K -88 -0.3%
NG
1084
NWK Group
California
$6.98M +$27K +134 +0.4%
S
1085
SignatureFD
Georgia
$6.96M +$658K +3,263 +11%
IWA
1086
IBEX Wealth Advisors
New Jersey
$6.94M +$1.3M +6,455 +24%
AWM
1087
Apollon Wealth Management
South Carolina
$6.93M -$90.1K -447 -1%
AGA
1088
Accuvest Global Advisors
Utah
$6.93M +$3.3M +16,379 +97%
RPC
1089
Rossmore Private Capital
Connecticut
$6.91M -$2.42K -12 -0%
BCM
1090
Buckhead Capital Management
Georgia
$6.89M +$38.1K +189 +0.6%
ST
1091
Spinnaker Trust
Maine
$6.88M +$35.5K +176 +0.5%
EWM
1092
Empirical Wealth Management
Washington
$6.84M -$1.25M -6,180 -16%
CFGS
1093
Concourse Financial Group Securities
Alabama
$6.84M -$237K -1,176 -3%
CT
1094
Caldwell Trust
Florida
$6.83M -$89.9K -446 -1%
AWM
1095
Axxcess Wealth Management
California
$6.78M +$3.96M +19,618 +150%
CS
1096
Comerica Securities
Michigan
$6.76M +$108K +535 +2%
NPAM
1097
Noble Path Asset Management
New York
$6.74M -$313K -1,550 -5%
SCM
1098
Sitrin Capital Management
California
$6.73M -$295K -1,464 -4%
WWM
1099
Western Wealth Management
Colorado
$6.72M -$4.72M -23,408 -42%
MWM
1100
Marietta Wealth Management
Georgia
$6.71M +$85.9K +426 +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.