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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
CWM
1126
Concentric Wealth Management
California
$6.39M +$6.66K +33 +0.1%
CT
1127
Coastline Trust
Rhode Island
$6.38M +$1.23M +6,090 +25%
CAM
1128
Cypress Asset Management
Texas
$6.38M -$268K -1,330 -4%
CP
1129
CenterBook Partners
Connecticut
$6.37M -$2.39M -11,859 -28%
SAM
1130
Sawgrass Asset Management
Florida
$6.35M -$27.4K -136 -0.4%
TCA
1131
Transcend Capital Advisors
New Jersey
$6.32M -$132K -656 -2%
EA
1132
Ellsworth Advisors
Ohio
$6.3M -$16.9K -84 -0.3%
FTC
1133
Farmers Trust Company
Ohio
$6.29M -$21.8K -108 -0.4%
FI
1134
Fosun International
China
$6.28M -$1.74M -8,626 -22%
GIM
1135
Goelzer Investment Management
Indiana
$6.27M +$1.54M +7,620 +34%
GGI
1136
GPM Growth Investors
Michigan
$6.26M +$26.6K +132 +0.4%
MCM
1137
Mitchell Capital Management
Kansas
$6.25M +$261K +1,294 +4%
AI
1138
AXS Investments
New York
$6.25M -$1.04M -5,143 -15%
WTFG
1139
Wells Trecaso Financial Group
Ohio
$6.24M +$20.4K +101 +0.3%
GLR
1140
Great Lakes Retirement
Ohio
$6.24M +$6.05M +30,023 New
TAM
1141
Townsend Asset Management
North Carolina
$6.23M +$135K +667 +2%
OCM
1142
Olstein Capital Management
New York
$6.23M -$605K -3,000 -9%
CCM
1143
Chickasaw Capital Management
Tennessee
$6.23M -$367K -1,820 -6%
CPA
1144
Capital Planning Advisors
California
$6.22M +$204K +1,010 +3%
VAS
1145
Valicenti Advisory Services
New York
$6.22M -$265K -1,315 -4%
AWMT
1146
AAFMAA Wealth Management & Trust
North Carolina
$6.21M -$350K -1,738 -5%
GFA
1147
Gifford Fong Associates
California
$6.19M
CT
1148
Clearstead Trust
Maine
$6.19M +$94.4K +468 +2%
EF
1149
Empirical Finance
Pennsylvania
$6.15M +$690K +3,420 +13%
NFG
1150
Nations Financial Group
Iowa
$6.13M +$2.08M +10,328 +54%

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.