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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
EM
1626
Excalibur Management
Massachusetts
$2.94M +$605 +3 +0%
HIP
1627
Harrell Investment Partners
Texas
$2.93M +$97.8K +485 +4%
T
1628
TCWP
Ohio
$2.93M -$47.8K -237 -2%
WA
1629
Wambolt & Associates
Colorado
$2.93M -$9.68K -48 -0.3%
RF
1630
Robbins Farley
New Hampshire
$2.93M -$103K -510 -3%
VCM
1631
Vetamer Capital Management
California
$2.93M -$653K -3,237 -19%
IFWM
1632
Institute for Wealth Management
Colorado
$2.92M -$83.7K -415 -3%
GRP
1633
Global Retirement Partners
California
$2.89M +$163K +808 +6%
MF
1634
Manchester Financial
California
$2.89M -$11.1K -55 -0.4%
WHAM
1635
Windmill Hill Asset Management
United Kingdom
$2.88M +$2.8M +13,885 New
FIM
1636
Fernwood Investment Management
Massachusetts
$2.88M -$12.1K -60 -0.4%
PWPS
1637
Pinnacle Wealth Planning Services
Ohio
$2.88M -$67.2K -333 -2%
WWM
1638
Wolff Wiese Magana
California
$2.88M -$99.4K -493 -3%
OMC
1639
Overbrook Management Corp
New York
$2.87M +$2.82K +14 +0.1%
KF
1640
Krilogy Financial
Missouri
$2.87M -$613K -3,042 -18%
AIM
1641
AMI Investment Management
Indiana
$2.85M +$223K +1,105 +9%
GMA
1642
Glassy Mountain Advisors
Maryland
$2.85M +$2.76M +13,706 New
SVCP
1643
Silicon Valley Capital Partners
California
$2.84M +$1.65M +8,173 +149%
WA
1644
Wealth Alliance
New York
$2.84M +$574K +2,845 +26%
AWM
1645
Aries Wealth Management
Maine
$2.84M -$33.3K -165 -1%
JFL
1646
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.83M -$47.6K -236 -2%
LAIC
1647
Lederer & Associates Investment Counsel
California
$2.8M -$68K -337 -2%
EAM
1648
EFG Asset Management
Oregon
$2.79M -$52.6K -261 -2%
IFPG
1649
Intrepid Financial Planning Group
Indiana
$2.79M -$11.1K -55 -0.4%
APP
1650
Avantax Planning Partners
Iowa
$2.79M +$163K +810 +6%

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.