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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
BFW
1301
Brady Family Wealth
Missouri
$4.78M +$4.64M +22,997 New
JAG
1302
Journey Advisory Group
Kentucky
$4.77M +$947K +4,697 +26%
MWA
1303
Meridian Wealth Advisors
Texas
$4.77M +$357K +1,772 +8%
LOPW
1304
Live Oak Private Wealth
North Carolina
$4.76M +$64.7K +321 +1%
MCM
1305
McDonough Capital Management
Florida
$4.75M +$58.9K +292 +1%
MMM
1306
Mendel Money Management
Illinois
$4.75M -$237K -1,173 -5%
BSW
1307
Buckingham Strategic Wealth
Missouri
$4.74M -$722K -3,582 -14%
BZWA
1308
Blue Zone Wealth Advisors
California
$4.74M +$37.3K +185 +0.8%
AC
1309
Asio Capital
Kentucky
$4.74M +$130K +647 +3%
PVH
1310
Psagot Value Holdings
Israel
$4.74M -$988K -4,900 -18%
TAC
1311
Twenty Acre Capital
Pennsylvania
$4.73M -$766K -3,800 -14%
TFA
1312
Teamwork Financial Advisors
Texas
$4.72M -$605K -2,999 -12%
SCM
1313
Spring Capital Management
Texas
$4.7M -$52.8K -262 -1%
ECM
1314
EagleClaw Capital Management
Massachusetts
$4.7M -$30.3K -150 -0.7%
WA1
1315
Wimmer Associates 1
California
$4.69M +$42.1K +209 +0.9%
PWM
1316
Purus Wealth Management
California
$4.68M -$55.1K -273 -1%
MCP
1317
Mirador Capital Partners
California
$4.68M -$16.1K -80 -0.4%
BWM
1318
BerganKDV Wealth Management
Minnesota
$4.67M +$4.07M +20,191 +881%
MGIA
1319
Moneta Group Investment Advisors
Missouri
$4.66M -$148K -735 -4%
FNB
1320
Farmers National Bank
Kentucky
$4.66M -$84.3K -418 -2%
FPCM
1321
Financial Partners Capital Management
New York
$4.65M -$256K -1,268 -5%
PA
1322
Profund Advisors
Maryland
$4.64M -$39.5K -196 -0.9%
S
1323
Seeyond
France
$4.62M +$2.53M +12,541 +129%
SIAP
1324
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.62M -$120K -594 -3%
HAS
1325
HBW Advisory Services
California
$4.62M -$9.28K -46 -0.2%

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.