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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
RMAM
1776
Raab & Moskowitz Asset Management
New Jersey
$2.25M -$61.9K -307 -3%
PCMK
1777
Paragon Capital Management (Kansas)
Kansas
$2.25M -$229K -1,136 -9%
ECG
1778
Edge Capital Group
Georgia
$2.25M +$214K +1,059 +11%
SSI
1779
Scott & Selber Inc
Texas
$2.25M -$4.64K -23 -0.2%
1W
1780
1776 Wealth
Georgia
$2.24M +$26.6K +132 +1%
ICM
1781
IMS Capital Management
Oregon
$2.24M +$26.4K +131 +1%
BS
1782
Boenning & Scattergood
Pennsylvania
$2.24M -$98.6K -489 -5%
PFBT
1783
Parkside Financial Bank & Trust
Missouri
$2.24M +$66.5K +330 +3%
CIC
1784
Cornercap Investment Counsel
Georgia
$2.23M +$72.2K +358 +3%
Tudor Investment Corp
1785
Tudor Investment Corp
Connecticut
$2.23M -$11.5M -57,227 -84%
TGCMU
1786
Titan Global Capital Management USA
New York
$2.22M -$70.4K -349 -3%
NP
1787
NorthRock Partners
Minnesota
$2.21M +$189K +938 +10%
RCA
1788
Riverview Capital Advisers
Massachusetts
$2.21M
FWA
1789
FSM Wealth Advisors
Ohio
$2.2M +$20.8K +103 +1%
MFGM
1790
Marshall Financial Group (Maryland)
Maryland
$2.19M -$2.42K -12 -0.1%
SPWG
1791
Syntegra Private Wealth Group
Missouri
$2.19M +$2.12M +10,505 New
GLA
1792
Good Life Advisors
Pennsylvania
$2.18M +$283K +1,403 +15%
AO
1793
Advisor OS
Illinois
$2.18M +$298K +1,476 +16%
PWMAG
1794
Pinnacle Wealth Management Advisory Group
New Jersey
$2.17M +$454K +2,249 +27%
ANB
1795
Amarillo National Bank
Texas
$2.16M -$237K -1,174 -10%
CCS
1796
Concentric Capital Strategies
Connecticut
$2.15M +$2.09M +10,346 New
CPO
1797
Cerity Partners OCIO
New York
$2.15M -$3.43K -17 -0.2%
ACL
1798
Applied Capital LLC
Florida
$2.14M +$2.08M +10,311 New
RIA
1799
Regal Investment Advisors
Michigan
$2.13M +$18.4K +91 +0.9%
DEA
1800
DoubleLine ETF Adviser
Florida
$2.13M +$2.07M +10,263 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.