We are live on ! Find out more

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
MWM
1576
Modera Wealth Management
New Jersey
$3.14M +$12.3K +61 +0.4%
PCM
1577
Prelude Capital Management
New York
$3.12M +$408K +2,021 +16%
VFM
1578
Viking Fund Management
North Dakota
$3.12M
CCIA
1579
Cherry Creek Investment Advisors
Colorado
$3.11M -$5.65K -28 -0.2%
CAAS
1580
Capital Asset Advisory Services
Michigan
$3.11M -$423K -2,100 -12%
BFG
1581
Beacon Financial Group
Texas
$3.11M +$948K +4,699 +46%
HDIM
1582
Hanson & Doremus Investment Management
Vermont
$3.1M +$388K +1,926 +15%
JFG
1583
Jefferies Financial Group
New York
$3.1M +$3.01M +14,934 New
MCM
1584
MV Capital Management
Maryland
$3.1M +$102K +504 +3%
BMCM
1585
Bryn Mawr Capital Management
Pennsylvania
$3.09M +$501K +2,483 +20%
GCM
1586
Geneva Capital Management
Wisconsin
$3.09M -$323K -1,600 -10%
PPC
1587
Park Place Capital
Alabama
$3.08M +$2.99M +14,821 New
QCG
1588
Quadrant Capital Group
Ohio
$3.08M +$470K +2,331 +19%
AHB
1589
Abner Herrman & Brock
New Jersey
$3.07M +$2.98M +14,791 New
UIA
1590
Ulland Investment Advisors
Minnesota
$3.07M -$76.6K -380 -3%
KWM
1591
Keebeck Wealth Management
Illinois
$3.06M +$149K +737 +5%
CICI
1592
Capital Investment Counsel Inc
North Carolina
$3.06M +$18.4K +91 +0.6%
ESB
1593
Essex Savings Bank
Connecticut
$3.06M +$12.9K +64 +0.4%
AWM
1594
Activest Wealth Management
Florida
$3.06M +$25.2K +125 +0.9%
CIAS
1595
Capital Investment Advisory Services
North Carolina
$3.06M -$55.7K -276 -2%
MWM
1596
Mattern Wealth Management
Kansas
$3.04M -$39.3K -195 -1%
CCB
1597
Country Club Bank
Missouri
$3.04M -$17.3K -86 -0.6%
BHWM
1598
Bar Harbor Wealth Management
New Hampshire
$3.04M -$142K -704 -5%
HH
1599
Hilltop Holdings
Texas
$3.04M +$81.5K +404 +3%
SFS
1600
Stiles Financial Services
Minnesota
$3.03M -$7.46K -37 -0.3%

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.