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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
AIM
1226
Aigen Investment Management
New York
$5.57M +$5.03M +24,965 +1,362%
CCT
1227
Capital City Trust
Florida
$5.57M -$59.9K -297 -1%
WWA
1228
WCG Wealth Advisors
Nevada
$5.57M +$693K +3,436 +15%
UC
1229
Unio Capital
New Jersey
$5.56M -$1.46M -7,247 -21%
BCM
1230
Brookstone Capital Management
Illinois
$5.56M -$291K -1,441 -5%
MIC
1231
Means Investment Company
Maine
$5.56M +$50.8K +252 +1%
SC
1232
Settian Capital
New York
$5.55M +$464K +2,300 +9%
SFP
1233
Shepherd Financial Partners
Massachusetts
$5.5M +$51.2K +254 +1%
CIM
1234
Chiron Investment Management
New York
$5.5M +$5.34M +26,457 New
LG
1235
Leuthold Group
Minnesota
$5.49M -$125K -621 -2%
RWM
1236
Ritholtz Wealth Management
New York
$5.49M -$1.73M -8,586 -25%
ISL
1237
Ingalls & Snyder LLC
New York
$5.48M +$37.9K +188 +0.7%
SWS
1238
SYSTM Wealth Solutions
Illinois
$5.48M +$5.32M +26,385 New
HCM
1239
Harvey Capital Management
Florida
$5.46M -$15.9K -79 -0.3%
PCP
1240
Proficio Capital Partners
Massachusetts
$5.45M +$37.9K +188 +0.7%
GAAM
1241
Guinness Atkinson Asset Management
California
$5.44M -$265K -1,315 -5%
HW
1242
Hedeker Wealth
Illinois
$5.43M -$22K -109 -0.4%
MKA
1243
M. Kulyk & Associates
Georgia
$5.42M +$95.6K +474 +2%
PA
1244
PFG Advisors
Arizona
$5.42M +$443K +2,197 +9%
TPA
1245
Trivium Point Advisory
Connecticut
$5.41M +$97.4K +483 +2%
IWA
1246
Icon Wealth Advisors
Texas
$5.4M -$1.25M -6,186 -19%
BHB
1247
Bank Hapoalim BM
Israel
$5.38M -$325K -1,611 -6%
SS
1248
Simplicity Solutions
Minnesota
$5.38M +$145K +719 +3%
MFG
1249
Merit Financial Group
Georgia
$5.37M +$1.17M +5,804 +29%
HWMA
1250
Heritage Wealth Management (Arizona)
Arizona
$5.34M +$2.72M +13,476 +110%

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.