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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
RFN
1676
RDA Financial Network
Iowa
$2.68M -$17.5K -87 -0.7%
FNBSF
1677
First National Bank Sioux Falls
South Dakota
$2.67M -$4.03K -20 -0.2%
BP
1678
BBR Partners
New York
$2.66M +$12.1K +60 +0.5%
RCG
1679
Regatta Capital Group
California
$2.65M -$19.8K -98 -0.8%
TGAM
1680
TBH Global Asset Management
Tennessee
$2.65M -$214K -1,059 -8%
EHWM
1681
Eads & Heald Wealth Management
Georgia
$2.63M +$8.27K +41 +0.3%
WAP
1682
Wealthcare Advisory Partners
Pennsylvania
$2.63M +$81.1K +402 +3%
PAMG
1683
Patton Albertson Miller Group
Tennessee
$2.63M -$107K -529 -4%
GWSG
1684
GPS Wealth Strategies Group
Colorado
$2.63M -$83.1K -412 -3%
RCAG
1685
Rehmann Capital Advisory Group
Michigan
$2.63M -$27.2K -135 -1%
HT
1686
Headlands Technologies
Illinois
$2.63M +$2.55M +12,638 New
CAG
1687
Csenge Advisory Group
Florida
$2.62M +$385K +1,910 +18%
CIA
1688
Choate Investment Advisors
Massachusetts
$2.62M +$779K +3,861 +44%
DTL
1689
Dynamic Technology Lab
Singapore
$2.61M +$640K +3,175 +34%
SIA
1690
Soltis Investment Advisors
Utah
$2.61M +$1.06M +5,257 +72%
CIA
1691
Cohen Investment Advisors
New Hampshire
$2.61M -$5.24K -26 -0.2%
MFG
1692
Magnus Financial Group
New York
$2.6M +$87.7K +435 +4%
ROC
1693
Running Oak Capital
Minnesota
$2.6M +$2.53M +12,521 New
SFG
1694
SevenBridge Financial Group
Pennsylvania
$2.6M +$93K +461 +4%
SIM
1695
Sentry Investment Management
Wisconsin
$2.6M +$175K +868 +7%
IAS
1696
IMA Advisory Services
Colorado
$2.59M +$193K +957 +8%
NF
1697
Nikulski Financial
Iowa
$2.59M -$27.2K -135 -1%
AIC
1698
Argus Investors Counsel
New York
$2.58M +$24.4K +121 +1%
ABC
1699
Associated Banc-Corp
Wisconsin
$2.58M -$47.6K -236 -2%
ETCM
1700
Evolutionary Tree Capital Management
Virginia
$2.58M +$2.19M +10,871 +706%

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.