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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
MMG
1376
Monetary Management Group
Missouri
$4.22M -$40.3K -200 -1%
RMCM
1377
Reynders McVeigh Capital Management
Massachusetts
$4.21M -$340K -1,686 -8%
UCMOK
1378
United Capital Management of KS
Kansas
$4.21M -$106K -528 -3%
CWA
1379
Clarity Wealth Advisors
California
$4.2M -$126K -623 -3%
WAS
1380
Wealth Advisory Solutions
Indiana
$4.2M -$78.2K -388 -2%
ICG
1381
InterOcean Capital Group
Tennessee
$4.19M -$198K -984 -5%
JRP
1382
Jasper Ridge Partners
California
$4.19M
ISB
1383
Iowa State Bank
Iowa
$4.18M +$183K +906 +5%
RC
1384
RDST Capital
Washington
$4.18M +$494K +2,450 +14%
GPTE
1385
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.18M
WGCA
1386
Wolf Group Capital Advisors
Virginia
$4.17M +$294K +1,456 +8%
Capstone Investment Advisors
1387
Capstone Investment Advisors
New York
$4.17M +$2.09M +10,379 +107%
MWM
1388
Mission Wealth Management
California
$4.16M +$790K +3,915 +24%
DI
1389
DFPG Investments
Utah
$4.16M +$2.32M +11,490 +159%
CCM
1390
Cinctive Capital Management
New York
$4.16M +$4.03M +20,006 New
GCM
1391
Glynn Capital Management
California
$4.16M
BB
1392
Busey Bank
Illinois
$4.15M -$75.6K -375 -2%
MWM
1393
Madison Wealth Management
Ohio
$4.15M +$48K +238 +1%
FCM
1394
Fairbanks Capital Management
California
$4.14M -$13.1K -65 -0.3%
SAM
1395
Security Asset Management
New York
$4.12M
CANC
1396
Culbertson A N & Co
Virginia
$4.11M +$118K +585 +3%
BKA
1397
Brick & Kyle Associates
Pennsylvania
$4.1M -$15.9K -79 -0.4%
HWM
1398
Hohimer Wealth Management
Washington
$4.1M +$1.61K +8 +0%
DBT
1399
Dubuque Bank & Trust
Iowa
$4.09M -$399K -1,981 -9%
MWM
1400
Meridian Wealth Management
Kentucky
$4.08M -$125K -618 -3%

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.