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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
IP
1851
Intellectus Partners
California
$1.89M -$12.1K -60 -0.7%
PTP
1852
Platform Technology Partners
New York
$1.89M -$123K -612 -6%
PAM
1853
Premier Asset Management
Illinois
$1.89M -$859K -4,258 -32%
CCM
1854
Cox Capital Management
Massachusetts
$1.89M +$22.6K +112 +1%
SMH
1855
Sanders Morris Harris
Texas
$1.89M
GL
1856
Graypoint LLC
New York
$1.88M -$39.1K -194 -2%
REMPR
1857
Roof Eidam Maycock Peralta (REMP)
California
$1.88M -$103K -511 -5%
TFP
1858
Tilia Fiduciary Partners
North Carolina
$1.88M +$19.2K +95 +1%
FHC
1859
First Heartland Consultants
Missouri
$1.88M +$84.5K +419 +5%
MSFP
1860
Mark Sheptoff Financial Planning
Connecticut
$1.87M -$18.1K -90 -1%
EWM
1861
Evergreen Wealth Management
Michigan
$1.87M +$1.81M +8,991 New
PAM
1862
Paradigm Asset Management
New York
$1.87M +$968K +4,800 +115%
BW
1863
Bison Wealth
Georgia
$1.87M +$26K +129 +2%
WAM
1864
WealthTrust Asset Management
Florida
$1.86M -$146K -726 -8%
GFP
1865
Gryphon Financial Partners
Ohio
$1.86M -$44.8K -222 -2%
BCM
1866
Brasada Capital Management
Texas
$1.85M -$628K -3,115 -26%
PW
1867
Peninsula Wealth
California
$1.85M +$55.9K +277 +3%
B
1868
Barings
North Carolina
$1.85M -$31.1K -154 -2%
TWM
1869
Thrive Wealth Management
Pennsylvania
$1.85M +$209K +1,038 +13%
GG
1870
Golden Green
South Carolina
$1.84M -$15.1K -75 -0.8%
AWC
1871
Abundance Wealth Counselors
Pennsylvania
$1.84M +$47K +233 +3%
GAG
1872
GM Advisory Group
New York
$1.83M +$12.7K +63 +0.7%
AFG
1873
Alterity Financial Group
Maine
$1.83M -$19K -94 -1%
DI
1874
DAGCO Inc
Ohio
$1.83M -$45.2K -224 -2%
TNAM
1875
Terra Nova Asset Management
New York
$1.83M -$69K -342 -4%

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.