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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
CUAMC
1176
China Universal Asset Management Company
China
$5.91M
NCM
1177
Noesis Capital Mangement
Florida
$5.9M -$123K -612 -2%
CIG
1178
Consolidated Investment Group
Colorado
$5.88M
PG
1179
Pendal Group
Australia
$5.87M -$698K -3,462 -11%
HA
1180
Herold Advisors
New York
$5.87M +$126K +623 +2%
IAM
1181
Innovis Asset Management
Illinois
$5.86M +$5.68M +28,183 New
GEA
1182
Glen Eagle Advisors
New Jersey
$5.85M -$34.9K -173 -0.6%
CCM
1183
Condor Capital Management
New Jersey
$5.83M +$53.4K +265 +1%
LWMM
1184
Legacy Wealth Management (Mississippi)
Mississippi
$5.82M
UF
1185
Univest Financial
Pennsylvania
$5.82M -$293K -1,455 -5%
BCM
1186
Bancreek Capital Management
California
$5.82M +$212K +1,049 +4%
YWP
1187
YorkBridge Wealth Partners
New York
$5.82M -$1.69M -8,398 -23%
CT
1188
Colonial Trust
South Carolina
$5.81M -$412K -2,041 -7%
SFS
1189
Sowell Financial Services
Arkansas
$5.8M +$768K +3,810 +16%
ECM
1190
Evergreen Capital Management
Washington
$5.79M +$291K +1,445 +5%
GW
1191
GW & Wade
Massachusetts
$5.79M +$439K +2,176 +8%
PIA
1192
Petredis Investment Advisors
Pennsylvania
$5.79M +$5.62M +27,878 New
JAM
1193
JCIC Asset Management
Ontario, Canada
$5.79M -$191K -948 -3%
ECML
1194
Eagle Capital Management (Louisiana)
Louisiana
$5.79M -$3.43K -17 -0.1%
LFAS
1195
Level Four Advisory Services
Texas
$5.79M +$1.5M +7,449 +36%
NCM
1196
Nelson Capital Management
California
$5.78M -$145K -719 -3%
ACS
1197
Archford Capital Strategies
Illinois
$5.77M +$78.6K +390 +1%
HVIA
1198
Hudson Valley Investment Advisors
New York
$5.75M +$86.1K +427 +2%
M
1199
Mirova
France
$5.75M +$158K +783 +3%
VLKIM
1200
Van Lanschot Kempen Investment Management
Netherlands
$5.75M +$178K +883 +3%

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.