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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
MWC
1451
MBM Wealth Consultants
Missouri
$3.78M +$22.4K +111 +6%
LSAG
1452
Lake Street Advisors Group
New Hampshire
$3.77M -$75.2K -373 -2%
SC
1453
Savant Capital
Illinois
$3.76M +$408K +2,021 +12%
PA
1454
Prossimo Advisors
California
$3.76M +$3.65M +18,079 New
AT
1455
Arden Trust
Delaware
$3.75M -$101K -502 -3%
VLC
1456
Van Leeuwen & Company
New Jersey
$3.75M -$7.06K -35 -0.2%
BST
1457
Bath Savings Trust
Maine
$3.75M -$85.5K -424 -2%
RIM
1458
Regent Investment Management
Kentucky
$3.75M +$31.3K +155 +0.9%
RA
1459
RiverPark Advisors
New York
$3.74M -$1.35M -6,708 -27%
FAP
1460
Financial Advisory Partners
Florida
$3.74M -$37.3K -185 -1%
FMAEN1
1461
Fund Management at Engine No 1
California
$3.74M +$459K +2,277 +14%
CAM
1462
Centre Asset Management
New York
$3.73M +$161K +796 +5%
WR
1463
WD Rutherford
Oregon
$3.73M -$52.4K -260 -1%
LSPW
1464
Lake Street Private Wealth
Illinois
$3.73M +$47.4K +235 +1%
PP
1465
Pacifica Partners
Canada
$3.73M +$495K +2,456 +16%
ACM
1466
AlphaStar Capital Management
North Carolina
$3.73M +$81.1K +402 +2%
CI
1467
CX Institutional
Indiana
$3.72M +$889K +4,410 +33%
MCCP
1468
Mission Creek Capital Partners
California
$3.72M -$76.8K -381 -2%
WG
1469
Watchman Group
Texas
$3.72M -$5.45K -27 -0.2%
LOAMS
1470
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.71M -$578K -2,865 -14%
SB
1471
Strategic Blueprint
Georgia
$3.71M -$151K -747 -4%
SWA
1472
SFMG Wealth Advisors
Texas
$3.7M +$165K +818 +5%
FWM
1473
Fairhaven Wealth Management
Illinois
$3.7M +$84.9K +421 +2%
CA
1474
Cornerstone Advisory
Maryland
$3.7M -$163K -806 -4%
PS
1475
Pensionfund Sabic
Netherlands
$3.7M

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.