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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
FHA
1476
First Horizon Advisors
Tennessee
$3.69M +$50K +248 +1%
NC
1477
NBW Capital
Massachusetts
$3.69M +$12.3K +61 +0.3%
LC
1478
Legacy CG
Texas
$3.69M +$197K +979 +6%
DPIM
1479
Duff & Phelps Investment Management
Illinois
$3.69M
SIAG
1480
Signet Investment Advisory Group
Rhode Island
$3.68M +$21.2K +105 +0.6%
ACP
1481
Aviance Capital Partners
Florida
$3.68M +$10.1K +50 +0.3%
VWM
1482
Venturi Wealth Management
Texas
$3.67M +$101K +502 +3%
CCG
1483
Ceeto Capital Group
Florida
$3.66M +$6.05K +30 +0.2%
CIP
1484
Chartwell Investment Partners
Pennsylvania
$3.66M -$365K -1,809 -9%
SFS
1485
Strategic Financial Services
New York
$3.66M -$183K -908 -5%
YDMI
1486
Y.D. More Investments
Israel
$3.66M +$3.54M +17,577 New
APGDR
1487
Absoluto Partners Gestao de Recursos
Brazil
$3.65M -$62.7K -311 -2%
CCM
1488
Canal Capital Management
Virginia
$3.64M +$122K +603 +4%
CSC
1489
Caldwell Sutter Capital
California
$3.64M +$3.53M +17,502 New
RWA
1490
Roberts Wealth Advisors
California
$3.63M +$43.4K +215 +1%
TCM
1491
Twin Capital Management
Pennsylvania
$3.63M -$1.1M -5,432 -24%
CWM
1492
CMH Wealth Management
New Hampshire
$3.62M +$21.6K +107 +0.6%
CFS
1493
CRA Financial Services
New Jersey
$3.62M -$8.27K -41 -0.2%
TSW
1494
Thompson Siegel & Walmsley
Virginia
$3.62M -$501K -2,486 -12%
CA
1495
Crewe Advisors
Utah
$3.61M -$79.7K -395 -2%
WPC
1496
White Pine Capital
Minnesota
$3.59M -$22.2K -110 -0.6%
ECAM
1497
East Coast Asset Management
Massachusetts
$3.59M -$34.5K -171 -1%
STAS
1498
Strong Tower Advisory Services
Minnesota
$3.59M +$100K +497 +3%
OLA
1499
Oliver Luxxe Assets
New Jersey
$3.58M +$83.9K +416 +2%
NIMI
1500
Natixis Investment Managers International
France
$3.58M

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.