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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
PGIM
1651
Pacific Global Investment Management
California
$2.78M -$19.8K -98 -0.7%
TA
1652
Townsend & Associates
Colorado
$2.78M -$78.6K -390 -3%
SC
1653
Scholtz & Company
Connecticut
$2.77M -$19.2K -95 -0.7%
CWS
1654
Confluence Wealth Services
Pennsylvania
$2.76M +$51.4K +255 +2%
AP
1655
Arlington Partners
Alabama
$2.75M +$73.6K +365 +3%
HFM
1656
Harvest Fund Management
China
$2.75M +$382K +1,892 +17%
SB
1657
Simmons Bank
Arkansas
$2.74M -$74.8K -371 -3%
TSWM
1658
Triangle Securities Wealth Management
North Carolina
$2.74M +$12.1K +60 +0.5%
PCG
1659
Prosperity Consulting Group
Maryland
$2.73M -$1.61K -8 -0.1%
CAC
1660
Certified Advisory Corp
Florida
$2.71M -$84.1K -417 -3%
PA
1661
Procyon Advisors
Connecticut
$2.71M +$572K +2,837 +28%
FFN
1662
Focus Financial Network
Minnesota
$2.71M -$92.8K -460 -3%
CAM
1663
Cubic Asset Management
Massachusetts
$2.71M +$85.7K +425 +3%
LFG
1664
Larson Financial Group
Missouri
$2.71M +$80.7K +400 +3%
KFP
1665
KMG Fiduciary Partners
Ohio
$2.71M -$285K -1,413 -10%
FFM
1666
Forum Financial Management
Illinois
$2.7M +$36.1K +179 +1%
PGDP
1667
Pragma Gestao de Patrimonio
Brazil
$2.7M +$2.62M +13,000 New
VFA
1668
Voya Financial Advisors
Connecticut
$2.7M -$764K -3,788 -23%
HFRG
1669
Houlihan Financial Resource Group
Virginia
$2.7M -$26.2K -130 -1%
WG
1670
Winton Group
United Kingdom
$2.69M +$319K +1,580 +14%
SWP
1671
Strategic Wealth Partners
Ohio
$2.69M +$247K +1,226 +10%
CCG
1672
Cloverfields Capital Group
Minnesota
$2.69M -$47.6K -236 -2%
CA
1673
Continuum Advisory
Idaho
$2.69M +$21.2K +105 +0.3%
BCP
1674
Blackhawk Capital Partners
Wisconsin
$2.69M -$239K -1,187 -8%
BFA
1675
Buttonwood Financial Advisors
Maryland
$2.68M -$84.5K -419 -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.