We are live on ! Find out more

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
TCOO
1101
Trust Company of Oklahoma
Oklahoma
$6.7M +$548K +2,715 +9%
PCTC
1102
Perkins Coie Trust Company
Washington
$6.7M +$216K +1,072 +3%
CIM
1103
Chapman Investment Management
California
$6.68M -$1.03M -5,092 -14%
SAM
1104
Stansberry Asset Management
Texas
$6.67M +$185K +917 +3%
BB
1105
Berkshire Bank
Massachusetts
$6.66M -$467K -2,314 -7%
BFG
1106
Berger Financial Group
Minnesota
$6.63M -$286K -1,417 -4%
FCBT
1107
First Citizens Bank & Trust
North Carolina
$6.63M +$372K +1,844 +6%
WCM
1108
Whitener Capital Management
North Carolina
$6.61M -$283K -1,405 -4%
FCT
1109
Family Capital Trust
Massachusetts
$6.57M -$2.82K -14 -0%
RCM
1110
RNC Capital Management
California
$6.57M -$167K -828 -3%
WC
1111
Woodstock Corp
Massachusetts
$6.54M +$113K +562 +2%
CWM
1112
Chronos Wealth Management
Florida
$6.53M -$10.3K -51 -0.2%
SCA
1113
Stokes Capital Advisors
South Carolina
$6.52M -$334K -1,658 -5%
FTDI
1114
First Trust Direct Indexing
Massachusetts
$6.5M +$87.5K +434 +1%
DAM
1115
Diamant Asset Management
Connecticut
$6.48M -$120K -597 -2%
HWA
1116
HCR Wealth Advisors
California
$6.47M -$278K -1,381 -4%
CCP
1117
Clough Capital Partners
Massachusetts
$6.47M -$2M -9,900 -24%
RC
1118
Roundview Capital
New Jersey
$6.47M +$654K +3,243 +12%
P
1119
Pitcairn
Pennsylvania
$6.46M +$76K +377 +1%
ANBT
1120
American National Bank & Trust
Texas
$6.45M +$792K +3,925 +14%
CWP
1121
CFM Wealth Partners
Texas
$6.41M -$16.1K -80 -0.3%
TC
1122
Telemus Capital
Michigan
$6.41M -$152K -753 -2%
MOS
1123
MGO One Seven
Ohio
$6.41M -$532K -2,640 -8%
CG
1124
Cynosure Group
Utah
$6.39M -$221K -1,094 -3%
JF
1125
Jump Financial
Illinois
$6.39M -$3.24M -16,087 -34%

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.