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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
WPW
1526
Waldron Private Wealth
Pennsylvania
$3.43M
GWM
1527
Graybill Wealth Management
Illinois
$3.42M +$25K +124 +0.8%
CG
1528
Cutler Group
California
$3.42M +$404K +2,005 +14%
CB
1529
Cadence Bank
Mississippi
$3.42M -$26K -129 -0.8%
CDH
1530
Charles D. Hyman
$3.42M -$11.7K -58 -0.4%
FMB
1531
Field & Main Bank
Kentucky
$3.41M -$12.1K -60 -0.4%
KJHP
1532
K.J. Harrison & Partners
Ontario, Canada
$3.4M
EFM
1533
E Fund Management
China
$3.4M -$48.4K -240 -1%
EHC
1534
Everett Harris & Co
California
$3.39M +$10.3K +51 +0.3%
SFO
1535
Stokes Family Office
Louisiana
$3.38M +$96K +476 +3%
FSC
1536
Full Sail Capital
Oklahoma
$3.37M -$272K -1,350 -8%
VCA
1537
Verdence Capital Advisors
Maryland
$3.36M -$251K -1,246 -7%
WCM
1538
Wunderlich Capital Managemnt
Tennessee
$3.36M +$36.9K +183 +1%
CAC
1539
Core Alternative Capital
Georgia
$3.33M +$449K +2,227 +16%
MYIA
1540
Mount Yale Investment Advisors
Colorado
$3.33M -$323K -1,604 -9%
NAM
1541
NTV Asset Management
West Virginia
$3.33M
DP
1542
Dearborn Partners
Illinois
$3.32M +$87.1K +432 +3%
SCM
1543
Seascape Capital Management
New Hampshire
$3.32M +$26.4K +131 +0.8%
AMBIA
1544
Allen Mooney & Barnes Investment Advisors
Georgia
$3.3M -$84.9K -421 -3%
IIA
1545
ICW Investment Advisors
Arizona
$3.3M -$30.9K -153 -1%
MCC
1546
Money Concepts Capital
Florida
$3.29M +$1.52M +7,523 +90%
NB
1547
NBT Bank
New York
$3.29M +$125K +621 +4%
CCA
1548
Checchi Capital Advisers
California
$3.29M -$309K -1,532 -9%
UAM
1549
Unison Asset Management
Florida
$3.29M
BHA
1550
Beech Hill Advisors
New York
$3.28M -$126K -624 -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.