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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
SGA
1201
Strategic Global Advisors
California
$5.74M -$997K -4,945 -15%
CA
1202
Cullinan Associates
Kentucky
$5.72M +$988K +4,899 +22%
CCA
1203
Covey Capital Advisors
Georgia
$5.72M
DAS
1204
Dynamic Advisor Solutions
Arizona
$5.72M +$382K +1,895 +7%
AA
1205
Ancora Advisors
Ohio
$5.71M +$55.1K +273 +1%
IFG
1206
Independent Financial Group
California
$5.7M -$146K -724 -3%
IIM
1207
Ipswich Investment Management
Massachusetts
$5.69M -$79.3K -393 -1%
IB
1208
Iyo Bank
Japan
$5.68M
SWA
1209
Stratos Wealth Advisors
Ohio
$5.68M +$4.27M +21,197 +344%
APTFM
1210
AGUR Provident & Training Funds Management
Israel
$5.67M +$5.51M +27,314 New
NFC
1211
Northeast Financial Consultants
Connecticut
$5.67M +$807 +4 +0%
RFWA
1212
RPg Family Wealth Advisory
Massachusetts
$5.67M +$5.5M +27,287 New
AIA
1213
Avalon Investment & Advisory
Texas
$5.66M -$134K -662 -2%
PFS
1214
Prospera Financial Services
Texas
$5.63M -$1.02M -5,038 -16%
DI
1215
Diligent Investors
California
$5.63M -$139K -689 -2%
SCC
1216
Steel Canyon Capital
Arizona
$5.62M +$1.83M +9,054 +50%
AT
1217
American Trust
Kentucky
$5.61M -$13.3K -66 -0.2%
GP
1218
Greenline Partners
New York
$5.6M -$1.17M -5,794 -18%
IAN
1219
Integrated Advisors Network
Texas
$5.6M -$486K -2,412 -8%
DFA
1220
Delta Financial Advisors
Louisiana
$5.59M -$10.3K -51 -0.2%
SWIG
1221
Strategic Wealth Investment Group
Kentucky
$5.59M +$643K +3,190 +14%
SCA
1222
Sage Capital Advisors
South Dakota
$5.58M -$6.86K -34 -0.1%
SCI
1223
Stableford Capital II
Arizona
$5.58M -$110K -546 -2%
AWA
1224
Aaron Wealth Advisors
Illinois
$5.57M +$270K +1,341 +5%
GIA
1225
GHP Investment Advisors
Colorado
$5.57M +$827K +4,100 +18%

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.