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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
RCM
1351
RB Capital Management
Nevada
$4.46M +$52K +258 +1%
MGAM
1352
McGowan Group Asset Management
Texas
$4.45M -$76.4K -379 -2%
HWA
1353
Heritage Wealth Advisors
Virginia
$4.44M +$50.8K +252 +1%
LFM
1354
LGT Fund Management
Liechtenstein
$4.44M +$31.3K +155 +0.7%
IA
1355
Icon Advisers
Colorado
$4.43M -$1.03M -5,100 -19%
AI
1356
Atom Investors
Texas
$4.4M +$966K +4,789 +29%
LWM
1357
Laidlaw Wealth Management
New York
$4.39M +$807 +4 +0%
MHS
1358
M Holdings Securities
Oregon
$4.38M +$5.24K +26 +0.1%
SWM
1359
SFG Wealth Management
Maryland
$4.36M +$92.8K +460 +2%
BP
1360
Ballentine Partners
Massachusetts
$4.36M +$447K +2,217 +12%
CNBTD
1361
Citizens National Bank Trust Department
Mississippi
$4.35M -$33.3K -165 -0.8%
AIA
1362
Armor Investment Advisors
North Carolina
$4.35M +$38.5K +191 +0.9%
FNBOMD
1363
First National Bank of Mount Dora
Florida
$4.3M -$166K -821 -4%
BDA
1364
Borer Denton & Associates
Pennsylvania
$4.3M
TIM
1365
Thompson Investment Management
Wisconsin
$4.3M +$28K +139 +0.7%
ECM
1366
Exchange Capital Management
Michigan
$4.29M -$82.7K -410 -2%
FMN
1367
Financial Management Network
California
$4.26M +$92K +456 +2%
LWAC
1368
Laurel Wealth Advisors (California)
California
$4.26M +$103K +512 +3%
RWM
1369
RBA Wealth Management
California
$4.25M +$105K +521 +3%
PCM
1370
Princeton Capital Management
New Jersey
$4.24M -$600K -2,976 -13%
CC
1371
Cannell & Co
New York
$4.23M -$236K -1,172 -5%
MM
1372
Meridian Management
Arkansas
$4.23M +$59.7K +296 +1%
CI
1373
Cigna Investments
Connecticut
$4.23M +$4.44K +22 +0.1%
OHWP
1374
Oak Harbor Wealth Partners
North Carolina
$4.23M +$29.4K +146 +0.7%
MSAM
1375
Moloney Securities Asset Management
Missouri
$4.23M -$2.42K -12 -0.1%

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.