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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
GCM
1701
Graham Capital Management
Connecticut
$2.57M -$14.1M -69,876 -85%
TCOK
1702
Trust Company of Kansas
Kansas
$2.56M -$120K -594 -5%
TFS
1703
TrustCore Financial Services
Tennessee
$2.54M +$4.44K +22 +0.2%
GBT
1704
Grove Bank & Trust
Florida
$2.54M -$712K -3,529 -22%
BSB
1705
Bangor Savings Bank
Maine
$2.54M -$141K -698 -5%
GWM
1706
Geneos Wealth Management
Colorado
$2.53M +$11.3K +56 +0.5%
PWMG
1707
Prestige Wealth Management Group
New Jersey
$2.53M +$476K +2,359 +24%
CNC
1708
Canandaigua National Corp
New York
$2.53M -$967K -4,795 -28%
WCM
1709
Washburn Capital Management
Florida
$2.52M +$3.23K +16 +0.1%
Koshinski Asset Management
1710
Koshinski Asset Management
Illinois
$2.51M +$23.8K +118 +1%
OWP
1711
Obermeyer Wealth Partners
Colorado
$2.5M -$66.1K -328 -3%
AWM
1712
Avior Wealth Management
Nebraska
$2.5M
AIS
1713
American Investment Services
Massachusetts
$2.5M +$2.42M +12,013 New
SG
1714
Stonnington Group
California
$2.5M -$33.1K -164 -1%
GCM
1715
Gables Capital Management
Florida
$2.48M -$10.1K -50 -0.4%
CCMT
1716
CMT Capital Markets Trading
Germany
$2.47M -$1.13M -5,600 -32%
BWM
1717
BNC Wealth Management
Oregon
$2.46M +$3.23K +16 +0.1%
CF
1718
Cantor Fitzgerald
New York
$2.46M -$135K -668 -5%
TCM
1719
Teza Capital Management
Illinois
$2.45M +$403K +1,996 +20%
MLA
1720
My Legacy Advisors
Oregon
$2.45M +$43.4K +215 +2%
1WA
1721
180 Wealth Advisors
Washington
$2.45M -$30.5K -151 -1%
CAWM
1722
Capital Advisors Wealth Management
Washington
$2.44M +$56.9K +282 +2%
PCMC
1723
Private Capital Management (Colorado)
Colorado
$2.44M -$195K -965 -8%
KMWM
1724
Keudell/Morrison Wealth Management
Oregon
$2.43M -$44K -218 -2%
CWAG
1725
Compton Wealth Advisory Group
Virginia
$2.43M -$11.9K -59 -0.5%

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.