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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
RWP
1926
Revolve Wealth Partners
New Jersey
$1.68M +$27.8K +138 +2%
RWA
1927
Ropes Wealth Advisors
Massachusetts
$1.68M +$222K +1,099 +16%
OQS
1928
Occudo Quantitative Strategies
Florida
$1.68M +$66.1K +328 +4%
WIC
1929
Wilkins Investment Counsel
Massachusetts
$1.68M -$33.5K -166 -2%
NW
1930
Naviter Wealth
Arkansas
$1.67M +$314K +1,556 +26%
IC
1931
Inscription Capital
Texas
$1.67M -$112K -555 -6%
FPCP
1932
Fort Point Capital Partners
California
$1.67M +$5.04K +25 +0.3%
BWP
1933
Balboa Wealth Partners
Arizona
$1.66M -$1.52M -7,525 -48%
VT
1934
Vise Technologies
New York
$1.66M +$707K +3,506 +78%
CCT
1935
Chemung Canal Trust
New York
$1.66M -$104K -517 -6%
SI
1936
Scharf Investments
California
$1.66M +$16.1K +80 +1%
AW
1937
Alaethes Wealth
Nevada
$1.66M +$50.8K +252 +3%
JWM
1938
Jessup Wealth Management
Ohio
$1.65M +$1.6M +7,949 New
BTI
1939
Blue Trust Inc
Georgia
$1.64M +$481K +2,385 +35%
GWANC
1940
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.64M -$38.9K -193 -2%
NAMP
1941
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.63M -$66.5K -330 -4%
P
1942
&Partners
Tennessee
$1.63M +$90.1K +447 +6%
JI
1943
Jeereddi Investments
California
$1.63M
PPWM
1944
Paragon Private Wealth Management
Kentucky
$1.63M +$68.8K +341 +5%
LFA
1945
Legacy Financial Advisors
Kentucky
$1.63M +$353K +1,751 +29%
TWM
1946
Tolleson Wealth Management
Texas
$1.63M -$407K -2,018 -21%
CCG
1947
Chatham Capital Group
Georgia
$1.62M -$90.7K -450 -5%
CPC
1948
Congress Park Capital
New York
$1.62M
AWS
1949
AJ Wealth Strategies
New York
$1.61M
AC
1950
Avestar Capital
New York
$1.61M +$117K +578 +8%

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.