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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
PP
1551
Pegasus Partners
Wisconsin
$3.28M -$1.01K -5 -0%
SIP
1552
Stoneridge Investment Partners
Pennsylvania
$3.28M
SFM
1553
Signet Financial Management
New Jersey
$3.27M +$94.4K +468 +3%
CWM
1554
Centric Wealth Management
Illinois
$3.26M +$15.5K +77 +0.5%
SCM
1555
Schnieders Capital Management
California
$3.26M -$396K -1,965 -11%
SLWA
1556
San Luis Wealth Advisors
California
$3.26M +$1.31M +6,513 +71%
FANJ
1557
Financial Architects (New Jersey)
New Jersey
$3.25M -$60.5K -300 -2%
BG
1558
Bollard Group
Massachusetts
$3.25M +$3.83K +19 +0.1%
TC
1559
Trium Capital
United Kingdom
$3.25M +$3.16M +15,655 New
BOS
1560
Bank of Stockton
California
$3.25M -$72.4K -359 -2%
GKFF
1561
George Kaiser Family Foundation
Oklahoma
$3.23M +$549K +2,724 +21%
DA
1562
Doliver Advisors
Texas
$3.23M +$1.01K +5 +0%
BAAM
1563
Baker Avenue Asset Management
California
$3.23M +$1.57M +7,785 +100%
MIC
1564
MU Investments Company
Japan
$3.22M +$3.13M +15,500 New
NHT
1565
New Hampshire Trust
New Hampshire
$3.21M +$3.12M +15,471 New
KC
1566
Kingfisher Capital
North Carolina
$3.21M +$67K +332 +2%
PL
1567
Parkwood LLC
Ohio
$3.2M +$3.11M +15,422 New
PT
1568
Plimoth Trust
Massachusetts
$3.2M -$111K -551 -3%
WAC
1569
William Allan Corp
Colorado
$3.2M +$11.3K +56 +0.4%
AAM
1570
Arabesque Asset Management
United Kingdom
$3.19M +$3.1M +15,348 New
EAM
1571
Eagle Asset Management
Florida
$3.18M +$249K +1,236 +9%
SACTSONJ
1572
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.18M -$242K -1,200 -7%
SWM
1573
Sugarloaf Wealth Management
Georgia
$3.18M +$50.6K +251 +2%
FIA
1574
Foundations Investment Advisors
Arizona
$3.17M -$553K -2,744 -15%
ST
1575
Smithfield Trust
Pennsylvania
$3.15M -$3.43K -17 -0.1%

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.