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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
CF
1501
Centaurus Financial
California
$3.57M -$403K -1,997 -10%
ANTB
1502
AMG National Trust Bank
Colorado
$3.54M -$171K -849 -5%
SW
1503
StrongBox Wealth
Missouri
$3.53M -$206K -1,020 -6%
VHAM
1504
Van Hulzen Asset Management
California
$3.53M +$400K +1,985 +13%
RCA
1505
Resonant Capital Advisors
Wisconsin
$3.52M +$217K +1,076 +7%
HBT
1506
Hills Bank & Trust
Iowa
$3.52M -$452K -2,239 -12%
OAM
1507
Oak Asset Management
California
$3.52M -$95.8K -475 -3%
WBC
1508
West Branch Capital
Massachusetts
$3.52M -$1.01K -5 -0%
JWCA
1509
J.W. Cole Advisors
Florida
$3.51M -$17.9K -89 -0.5%
AFC
1510
AFT Forsyth & Company
Florida
$3.51M -$168K -835 -5%
BPCA
1511
Bank Pictet & Cie (Asia)
Singapore
$3.51M -$157K -777 -4%
SSWM
1512
Strait & Sound Wealth Management
California
$3.49M +$3.16M +15,672 New
RCWM
1513
Royal Capital Wealth Management
Indiana
$3.49M +$5.65K +28 +0.2%
QI
1514
Qtron Investments
Massachusetts
$3.49M -$25.6K -127 -0.8%
IUHSA
1515
Itau Unibanco Holding S.A.
Brazil
$3.49M -$15.5M -77,029 -82%
WKWM
1516
Walter & Keenan Wealth Management
Indiana
$3.49M +$30.3K +150 +0.9%
WP
1517
WealthPLAN Partners
Nebraska
$3.48M +$3.06M +15,192 New
WIM
1518
WealthPlan Investment Management
Nebraska
$3.47M -$148K -733 -5%
IBOK
1519
Independence Bank of Kentucky
Kentucky
$3.47M +$74K +367 +2%
OPW
1520
Oxler Private Wealth
New York
$3.47M -$130K -646 -4%
CCFP
1521
Charles Carroll Financial Partners
Massachusetts
$3.47M -$131K -650 -4%
HCM
1522
Highview Capital Management
Illinois
$3.46M -$63.7K -316 -2%
PBT
1523
Pictet Bank & Trust
Bahamas
$3.46M +$479K +2,376 +17%
FM
1524
Freemont Management
Switzerland
$3.45M
PWS
1525
Peterson Wealth Services
Utah
$3.43M +$84.9K +421 +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.