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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
VCM
1876
Virtue Capital Management
Tennessee
$1.82M +$1.02M +5,043 +135%
NB
1877
Northwest Bancshares
Pennsylvania
$1.81M -$145K -719 -8%
AGAM
1878
Audent Global Asset Management
California
$1.81M -$102K -506 -6%
RMC
1879
Resources Management Corp
Connecticut
$1.8M -$35.3K -175 -2%
WB
1880
WesBanco Bank
West Virginia
$1.8M +$844K +4,183 +93%
SAI
1881
Systematic Alpha Investments
New Jersey
$1.8M
CA
1882
Callahan Advisors
Texas
$1.8M +$202 +1 +0%
SAG
1883
SageView Advisory Group
California
$1.8M +$1.75M +8,658 New
RB
1884
Renasant Bank
Mississippi
$1.8M +$3.83K +19 +0.2%
HGCK
1885
HPC Germany & Co KG
Germany
$1.8M
SW
1886
SkyOak Wealth
Michigan
$1.79M -$101K -500 -5%
CCM
1887
Crew Capital Management
Ohio
$1.78M -$28.6K -142 -2%
PHIMC
1888
Private Harbour Investment Management & Counsel
Ohio
$1.78M -$8.07K -40 -0.5%
VCP
1889
Verus Capital Partners
Arizona
$1.78M -$143K -709 -8%
OC
1890
Oakworth Capital
Alabama
$1.76M -$12.7K -63 -0.7%
PFGIA
1891
Patriot Financial Group Insurance Agency
Massachusetts
$1.76M -$17.1K -85 -1%
DRS
1892
Deane Retirement Strategies
Louisiana
$1.76M +$1.71M +8,458 New
SCM
1893
Spreng Capital Management
Ohio
$1.76M -$220K -1,090 -11%
MIM
1894
Manitou Investment Management
Ontario, Canada
$1.75M -$26.2K -130 -2%
HCM
1895
Hall Capital Management
Rhode Island
$1.75M +$23.6K +117 +1%
TC
1896
Trust Company
Kansas
$1.75M +$299K +1,485 +21%
Verition Fund Management
1897
Verition Fund Management
Connecticut
$1.74M -$1.54M -7,632 -48%
LC
1898
Lindbrook Capital
California
$1.74M +$33.3K +165 +2%
GDP
1899
Great Diamond Partners
Maine
$1.74M +$15.3K +76 +0.9%
EL
1900
EMFO LLC
Florida
$1.73M

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.