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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
RCM
1901
Radnor Capital Management
Pennsylvania
$1.73M -$96.8K -480 -6%
DC
1902
DeDora Capital
California
$1.73M +$8.07K +40 +0.5%
LPT
1903
Legacy Private Trust
Wisconsin
$1.73M -$57.7K -286 -3%
SFP
1904
Sweet Financial Partners
Minnesota
$1.73M +$106K +524 +7%
FNT
1905
First Nebraska Trust
Nebraska
$1.73M -$28.6K -142 -2%
PP
1906
PDT Partners
New York
$1.72M -$63.1K -313 -4%
SFM
1907
Systematic Financial Management
New Jersey
$1.72M
PMFA
1908
Plante Moran Financial Advisors
Michigan
$1.72M +$165K +819 +11%
AA
1909
AlphaQ Advisors
Florida
$1.72M +$1.67M +8,294 New
MFP
1910
Meridian Financial Partners
Virginia
$1.72M +$16.5K +82 +1%
DCM
1911
Dudley Capital Management
Virginia
$1.72M +$1.67M +8,287 New
JCM
1912
Jacobsen Capital Management
Utah
$1.72M -$174K -862 -9%
PFWA
1913
Paces Ferry Wealth Advisors
Georgia
$1.72M -$26.4K -131 -2%
TP
1914
Tranquility Partners
Tennessee
$1.72M +$106K +528 +7%
MADR
1915
Milestones Administradora de Recursos
Brazil
$1.72M -$3.09M -15,300 -65%
BC
1916
Burleson & Co
California
$1.72M +$1.32M +6,538 +379%
HCM
1917
Hollencrest Capital Management
California
$1.71M -$41.7K -207 -2%
PTC
1918
Private Trust Company
Ohio
$1.71M +$28.2K +140 +2%
BLAM
1919
Bourne Lent Asset Management
New York
$1.7M -$101K -500 -6%
PAG
1920
Private Advisory Group
Washington
$1.7M -$202 -1 -0%
EGA
1921
E&G Advisors
Texas
$1.7M -$62.5K -310 -4%
UAML
1922
US Asset Management LLC
Pennsylvania
$1.7M +$1.65M +8,164 New
DIM
1923
Delta Investment Management
California
$1.69M -$1.57M -7,796 -49%
PHS
1924
Pekin Hardy Strauss
Illinois
$1.69M -$199K -988 -11%
WPC
1925
Wedmont Private Capital
Pennsylvania
$1.69M +$408K +2,025 +35%

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.