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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
LD
1826
Lipe & Dalton
New York
$1.97M -$14.1K -70 -0.7%
TSWM
1827
Tyler-Stone Wealth Management
Ohio
$1.97M -$1.01K -5 -0.1%
MW
1828
Marcum Wealth
Ohio
$1.97M +$28.8K +143 +2%
RPCONE
1829
Retirement Planning Company of New England
Rhode Island
$1.96M +$21.8K +108 +1%
BIP
1830
Blueprint Investment Partners
North Carolina
$1.96M +$1.9M +9,438 New
HA
1831
Harfst & Associates
Wyoming
$1.96M +$23.6K +117 +1%
NL
1832
NWAM LLC
Washington
$1.96M -$57.1K -283 -3%
SCP
1833
Shorepoint Capital Partners
Massachusetts
$1.95M +$346K +1,714 +22%
CWM
1834
Compass Wealth Management
Connecticut
$1.95M +$1.89M +9,369 New
EWM
1835
Elite Wealth Management
Washington
$1.94M -$1.01K -5 -0.1%
CSPIA
1836
Cary Street Partners Investment Advisory
Virginia
$1.94M +$11.7K +58 +0.6%
ADIM
1837
Alpha DNA Investment Management
Maryland
$1.94M -$558K -2,769 -23%
HCCM
1838
Hudson Canyon Capital Management
New York
$1.94M -$42.1K -209 -2%
DAM
1839
Derbend Asset Management
Georgia
$1.94M -$252K -1,248 -12%
CIC
1840
Chase Investment Counsel
Virginia
$1.93M -$24.6K -122 -1%
JFGIW
1841
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.93M +$126K +623 +7%
RIA
1842
Realta Investment Advisors
Delaware
$1.93M +$605 +3 +0%
GCP
1843
GSA Capital Partners
United Kingdom
$1.93M +$464K +2,302 +33%
STA
1844
Summit Trail Advisors
New York
$1.92M +$154K +766 +9%
VIP
1845
Vantage Investment Partners
Missouri
$1.92M -$576K -2,855 -24%
BIA
1846
Benchmark Investment Advisors
Illinois
$1.91M -$381K -1,890 -17%
TIM
1847
Triad Investment Management
California
$1.91M +$63.7K +316 +4%
RA
1848
RFG Advisory
Alabama
$1.9M -$160K -792 -9%
SHWM
1849
Silicon Hills Wealth Management
Texas
$1.9M -$4.03K -20 -0.2%
GSWM
1850
Greenup Street Wealth Management
Michigan
$1.9M +$29.4K +146 +2%

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.