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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
ERSOT
1401
Employees Retirement System of Texas
Texas
$4.08M -$35.6M -176,320 -90%
SCM
1402
Shelton Capital Management
Colorado
$4.07M -$7.52M -37,266 -66%
DWM
1403
Dorchester Wealth Management
Quebec, Canada
$4.07M -$1.61M -7,999 -29%
ACM
1404
Alpha Capital Management
Texas
$4.07M +$202 +1 +0%
HAIM
1405
Hunter Associates Investment Management
Pennsylvania
$4.06M -$316K -1,569 -7%
WANY
1406
Wealthspire Advisors (New York)
New York
$4.05M +$891K +4,416 +29%
B
1407
Bensler
Washington
$4.05M -$17.1K -85 -0.4%
WEG
1408
World Equity Group
Illinois
$4.05M -$20.4K -101 -0.5%
MAS
1409
Meeder Advisory Services
Ohio
$4.04M +$3.92M +19,427 New
SFG
1410
Sowa Financial Group
Rhode Island
$4.04M +$7.06K +35 +0.2%
ACM
1411
Aljian Capital Management
Nevada
$4.03M -$59.3K -294 -1%
CGL
1412
Clarius Group LLC
Washington
$4.01M -$74K -367 -2%
BFA
1413
Benedict Financial Advisors
Georgia
$4M +$278K +1,381 +8%
TVWM
1414
Tower View Wealth Management
Wisconsin
$4M -$31.9K -158 -0.8%
SAM
1415
SP Asset Management
California
$3.99M +$17.9K +89 +0.5%
IP
1416
Interval Partners
New York
$3.99M +$3.87M +19,197 New
BEC
1417
Blue Edge Capital
Virginia
$3.99M +$4.24K +21 +0.1%
WI
1418
WBI Investments
New Jersey
$3.98M +$3.86M +19,137 New
IRAG
1419
Investment Research & Advisory Group
Georgia
$3.97M -$8.27K -41 -0.2%
ITFISA
1420
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.97M -$857K -4,250 -18%
CT
1421
Chicago Trust
Illinois
$3.96M -$20.6K -102 -0.5%
SEEDPG
1422
S.E.E.D. Planning Group
New York
$3.96M -$202 -1 -0%
SWM
1423
Sendero Wealth Management
Texas
$3.95M -$178K -884 -4%
GG
1424
Gofen & Glossberg
Illinois
$3.95M +$431K +2,137 +13%
BAM
1425
Belpointe Asset Management
Nevada
$3.95M +$135K +671 +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.