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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
NL
1751
Navalign LLC
California
$2.33M +$14.9K +74 +0.7%
LAM
1752
Lynch Asset Management
Pennsylvania
$2.33M -$403K -2,000 -15%
OAM
1753
Occidental Asset Management
California
$2.33M +$93.8K +465 +4%
EWM
1754
Evermay Wealth Management
Virginia
$2.33M -$5.85K -29 -0.3%
CRWM
1755
Castle Rock Wealth Management
California
$2.32M +$54.7K +271 +3%
RA
1756
Rational Advisors
New York
$2.32M -$422K -2,094 -16%
CFMC
1757
Curbstone Financial Management Corp
New Hampshire
$2.32M -$6.05K -30 -0.3%
HI
1758
Hoey Investments
Pennsylvania
$2.31M -$190K -944 -8%
FF
1759
Fluent Financial
Texas
$2.3M -$3.25M -16,137 -59%
BFS
1760
Bard Financial Services
Connecticut
$2.3M -$101K -500 -4%
AOWM
1761
Alpha Omega Wealth Management
Virginia
$2.3M
TW
1762
TrinityPoint Wealth
Connecticut
$2.3M -$496K -2,462 -18%
MC
1763
Martin & Co
Tennessee
$2.3M +$64.5K +320 +3%
MCA
1764
Martin Capital Advisors
Texas
$2.29M +$546K +2,705 +32%
EWA
1765
EverSource Wealth Advisors
Alabama
$2.29M +$535K +2,651 +32%
LFP
1766
Leeward Financial Partners
Washington
$2.28M +$20K +99 +0.9%
SIC
1767
SJS Investment Consulting
Ohio
$2.28M -$3.83K -19 -0.2%
GPA
1768
Garrison Point Advisors
California
$2.28M
MCC
1769
Malaga Cove Capital
California
$2.27M -$25.8K -128 -1%
DL
1770
DOHJ LLC
Washington
$2.27M +$10.3K +51 +0.5%
NWM
1771
Northcape Wealth Management
New York
$2.27M -$982K -4,870 -31%
RIA
1772
Richwood Investment Advisors
Ohio
$2.26M +$6.86K +34 +0.3%
CH
1773
Canton Hathaway
Rhode Island
$2.26M -$161K -800 -7%
SHFA
1774
SS&H Financial Advisors
Michigan
$2.26M +$202 +1 +0%
KGC
1775
Kennon-Green & Company
Ohio
$2.25M +$2.19M +10,853 New

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.