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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
SC
1276
Sawyer & Company
Massachusetts
$5.03M -$7.46K -37 -0.2%
SC
1277
Searle & Co
Connecticut
$5.03M +$161K +800 +3%
AUB
1278
Atlantic Union Bankshares
Virginia
$5.01M -$275K -1,363 -5%
IMOV
1279
Investment Management of Virginia
Virginia
$4.97M -$24.2K -120 -0.5%
FEG
1280
Financial Enhancement Group
Indiana
$4.97M +$182K +901 +4%
BCFD
1281
Boit C.F. David
$4.97M
IA
1282
IFP Advisors
Florida
$4.96M -$1.22M -6,068 -10%
ACA
1283
Atlas Capital Advisors
Wyoming
$4.95M
CPIG
1284
Chicago Partners Investment Group
Illinois
$4.94M -$103K -509 -2%
S
1285
SimplyRich
California
$4.93M
KCPG
1286
Kavar Capital Partners Group
Kansas
$4.91M -$267K -1,326 -5%
AWM
1287
Avitas Wealth Management
California
$4.91M -$17.7K -88 -0.4%
CIA
1288
Capital Investment Advisors
Georgia
$4.91M +$181K +899 +4%
MMA
1289
Miracle Mile Advisors
California
$4.9M +$2.11M +10,483 +80%
LA
1290
LVW Advisors
New York
$4.9M -$74.2K -368 -2%
BRC
1291
Bishop Rock Capital
New York
$4.87M +$436K +2,160 +10%
SI
1292
Shaker Investments
Ohio
$4.86M +$42.6K +211 +0.9%
AWP
1293
Ascent Wealth Partners
New York
$4.86M +$106K +525 +2%
KP
1294
Keel Point
Alabama
$4.85M -$126K -623 -3%
PM
1295
Phraction Management
Connecticut
$4.82M +$162K +801 +4%
TLP
1296
Trinity Legacy Partners
Texas
$4.81M +$274K +1,359 +6%
HTC
1297
Haverford Trust Company
Pennsylvania
$4.81M -$187K -927 -4%
PCM
1298
Poehling Capital Management
Wisconsin
$4.8M +$13.3K +66 +0.3%
PB
1299
Pinnacle Bancorp
Nebraska
$4.8M -$167K -829 -3%
RDWM
1300
Red Door Wealth Management
Tennessee
$4.78M +$187K +927 +4%

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.