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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
WAS
1426
WESPAC Advisors SoCal
California
$3.94M -$73.6K -365 -2%
TCA
1427
Trifecta Capital Advisors
Illinois
$3.92M +$3.8M +18,860 New
WDA
1428
Wendell David Associates
New Hampshire
$3.92M +$29.2K +145 +0.8%
PR
1429
Payden & Rygel
California
$3.91M -$565K -2,800 -13%
AP
1430
Americana Partners
Texas
$3.91M -$250K -1,240 -6%
HFM
1431
Hartford Financial Management
Connecticut
$3.9M -$108K -537 -3%
PCA
1432
Personal Capital Advisors
California
$3.9M -$52.2K -259 -1%
ACM
1433
Aquatic Capital Management
Illinois
$3.89M -$11.1M -55,100 -75%
PFS
1434
Physicians Financial Services
North Carolina
$3.88M -$62.1K -308 -2%
BCFS
1435
Butensky & Cohen Financial Security
Florida
$3.87M +$46.8K +232 +1%
TAM
1436
Trust Asset Management
Texas
$3.87M
NAM
1437
NorthCrest Asset Manangement
Minnesota
$3.87M -$70.6K -350 -2%
LMKC
1438
L.M. Kohn & Company
Ohio
$3.86M +$34.5K +171 +0.9%
LWIC
1439
Leith Wheeler Investment Counsel
British Columbia, Canada
$3.85M +$1.02M +5,043 +37%
SWM
1440
SeaCrest Wealth Management
New York
$3.85M -$28.6K -142 -0.8%
HVP
1441
Hudson Value Partners
Florida
$3.84M +$12.3K +61 +0.3%
HIM
1442
Hotaling Investment Management
Pennsylvania
$3.83M -$9.88K -49 -0.3%
FSA
1443
Fort Sheridan Advisors
Illinois
$3.83M -$16.5K -82 -0.4%
NC
1444
Northcape Capital
Australia
$3.83M -$43.8K -217 -1%
SXL
1445
Summit X LLC
Missouri
$3.82M -$190K -942 -5%
IAIM
1446
International Assets Investment Management
Florida
$3.82M +$45.6M +225,870 +1,779%
GWM
1447
GDS Wealth Management
Texas
$3.82M +$567K +2,811 +18%
MLIC
1448
Mandatum Life Insurance Company
Finland
$3.82M +$245K +1,215 +7%
FLI
1449
Family Legacy Inc
South Carolina
$3.81M +$69.2K +343 +2%
CW
1450
CreativeOne Wealth
Kansas
$3.8M -$128K -634 -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.