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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
WP
1251
Waycross Partners
Kentucky
$5.32M +$2.09M +10,360 +68%
XL
1252
XN LP
New York
$5.29M -$32.6M -161,789 -86%
BCM
1253
Bridgeway Capital Management
Texas
$5.27M -$4.42M -21,920 -46%
EH
1254
Equitable Holdings
New York
$5.24M -$5.22M -25,874 -51%
BCA
1255
Bray Capital Advisors
Florida
$5.21M -$93.4K -463 -2%
MA
1256
Mezzasalma Advisors
New Jersey
$5.21M -$65.3K -324 -1%
SIA
1257
Sage Investment Advisers
New York
$5.2M -$29.8K -148 -0.6%
UFG
1258
United Fire Group
Iowa
$5.19M
FM
1259
Family Management
New York
$5.19M +$1.38M +6,830 +38%
PE
1260
Point72 Europe
United Kingdom
$5.17M +$1.81M +8,971 +56%
SW
1261
SlateStone Wealth
Florida
$5.13M +$47.8K +237 +1%
IWM
1262
IHT Wealth Management
Illinois
$5.13M -$80.1K -397 -2%
RP
1263
Rice Partnership
Hawaii
$5.13M -$409K -2,028 -8%
SIA
1264
Schechter Investment Advisors
Michigan
$5.12M +$561K +2,781 +13%
FHB
1265
First Hawaiian Bank
Hawaii
$5.12M -$115K -570 -2%
GI
1266
GS Investments
Minnesota
$5.12M +$5.04K +25 +0.1%
SIM
1267
Stratos Investment Management
Ohio
$5.1M +$197K +975 +4%
Walleye Trading
1268
Walleye Trading
New York
$5.1M -$8.42M -41,771 -63%
SFA
1269
Souders Financial Advisors
Ohio
$5.07M +$65.7K +326 +1%
WA
1270
WP Advisors
California
$5.06M +$4.92M +24,375 New
ADL
1271
Asset Dedication LLC
California
$5.06M +$750K +3,719 +18%
TH
1272
TCTC Holdings
Texas
$5.06M -$4.84K -24 -0.1%
BC
1273
Breakline Capital
New York
$5.05M +$2.41M +11,961 +97%
EFS
1274
Essex Financial Services
Connecticut
$5.04M -$290K -1,436 -6%
KIA
1275
Knollwood Investment Advisory
Maryland
$5.04M +$4.89M +24,255 New

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.