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
JIP
1601
Jaffetilchin Investment Partners
Florida
$3.03M -$175K -867 -6%
FFA
1602
Fairfield Financial Advisors
Massachusetts
$3.03M -$196K -972 -6%
AWAU
1603
Alliance Wealth Advisors (Utah)
Utah
$3.03M +$2.94M +14,592 New
AFP
1604
Ausdal Financial Partners
Iowa
$3.03M -$54K -268 -2%
CGA
1605
Channing Global Advisors
Florida
$3.02M -$82.1K -407 -3%
AWM
1606
Ameliora Wealth Management
Switzerland
$3.02M +$2.82M +13,983 +2,453%
NL
1607
NVWM LLC
Pennsylvania
$3.02M -$10.9K -54 -0.4%
NCM
1608
Northside Capital Management
Oregon
$3.02M +$180K +895 +7%
LS
1609
Leelyn Smith
Illinois
$3.01M +$2.92M +14,495 +118%
1SB
1610
1ST Source Bank
Indiana
$2.99M -$114K -567 -4%
FRA
1611
Front Row Advisors
California
$2.99M -$104K -515 -3%
SC
1612
Solstein Capital
California
$2.97M +$38.9K +193 +1%
BJL
1613
Brighton Jones LLC
Washington
$2.97M -$321K -1,592 -10%
TW
1614
Transform Wealth
Colorado
$2.97M +$2.88M +14,291 New
AA
1615
Altman Advisors
Illinois
$2.97M -$95.4K -473 -3%
BC
1616
Bartlett & Co
Ohio
$2.96M -$64.5K -320 -2%
BCWM
1617
Bartlett & Co Wealth Management
Ohio
$2.96M -$64.5K -320 -2%
EFI
1618
EHP Funds Inc
Canada
$2.95M +$2.87M +14,220 New
AA
1619
Auxano Advisors
Washington
$2.95M +$9.07K +45 +0.3%
HI
1620
Harbour Investments
Wisconsin
$2.95M +$209K +1,036 +8%
FMTCOCP
1621
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.94M -$35.5K -176 -1%
KWA
1622
KCS Wealth Advisory
California
$2.94M +$158K +785 +6%
SWM
1623
Selective Wealth Management
Virginia
$2.94M -$1.06M -5,239 -29%
ISWM
1624
Independent Solutions Wealth Management
New York
$2.94M -$21.2K -105 -0.7%
IEFM
1625
IQ EQ Fund Management
Ireland
$2.94M -$343K -1,699 -11%

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.