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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
FPFS
1951
First Personal Financial Services
North Carolina
$1.6M -$38.3K -190 -2%
BMO
1952
Beck Mack & Oliver
New York
$1.6M -$3.02K -15 -0.2%
VPI
1953
Value Partners Investments
Manitoba, Canada
$1.6M -$14.1K -70 -0.9%
EP
1954
Eudaimonia Partners
Tennessee
$1.6M -$6.86K -34 -0.4%
SIM
1955
Sterling Investment Management
Arizona
$1.6M -$72.6K -360 -4%
ETC
1956
Exchange Traded Concepts
Oklahoma
$1.6M -$701K -3,477 -31%
LPIC
1957
LeJeune Puetz Investment Counsel
Michigan
$1.59M
MFFIA
1958
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.59M +$1.55M +7,670 New
ACMA
1959
Arbor Capital Management (Alaska)
Alaska
$1.59M -$117K -578 -7%
CCM
1960
CAAS Capital Management
New York
$1.59M +$1.54M +7,656 New
XF
1961
XML Financial
Maryland
$1.59M +$20.6K +102 +1%
RFA
1962
Resurgent Financial Advisors
Georgia
$1.59M +$20.4K +101 +1%
HEIP
1963
Hudson Edge Investment Partners
New Jersey
$1.58M -$12.1K -60 -0.8%
HIC
1964
Harvey Investment Company
Kentucky
$1.58M
JGCM
1965
Joseph Group Capital Management
Ohio
$1.58M -$28.8K -143 -2%
LWM
1966
Lodestone Wealth Management
Washington
$1.57M +$1.53M +7,563 New
WAAG
1967
Wealth Alliance Advisory Group
Kansas
$1.57M +$37.9K +188 +3%
AA
1968
Argent Advisors
Louisiana
$1.57M +$15.1K +75 +1%
WAM
1969
Watershed Asset Management
California
$1.57M -$1.53M -7,600 -50%
SSW
1970
Stone Summit Wealth
Florida
$1.57M +$74.6K +370 +5%
BLC
1971
Brown, Lisle/Cummings
Rhode Island
$1.57M +$48.2K +239 +3%
SOAMC
1972
Spirit of America Management Corp
New York
$1.56M
QWM
1973
QP Wealth Management
New Jersey
$1.56M -$231K -1,146 -13%
TIMH
1974
Tilt Investment Management Holdings
New York
$1.55M +$1.51M +7,480 New
HAI
1975
Hennessy Advisors Inc
California
$1.55M -$234K -1,161 -13%

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.