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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
SFA
1976
Semmax Financial Advisors
North Carolina
$1.55M -$33.1K -164 -2%
GA
1977
Geller Advisors
New York
$1.55M +$432K +2,144 +40%
PBC
1978
Pavion Blue Capital
California
$1.54M -$13.9K -69 -0.9%
AWG
1979
Altus Wealth Group
Colorado
$1.54M +$11.5K +57 +0.8%
BCM
1980
Barden Capital Management
Texas
$1.53M +$142K +703 +11%
CASB
1981
Cape Ann Savings Bank
Massachusetts
$1.53M +$1.21K +6 +0.1%
SPWM
1982
Schrum Private Wealth Management
Florida
$1.53M
CC
1983
Constitution Capital
Connecticut
$1.52M +$121K +600 +9%
JIC
1984
Joel Isaacson & Co
New York
$1.52M -$24.8K -123 -2%
AWM
1985
Angeles Wealth Management
California
$1.51M -$216K -1,071 -13%
CC
1986
Cadinha & Co
Hawaii
$1.5M -$6.05K -30 -0.4%
FWP
1987
FAS Wealth Partners
Kansas
$1.5M +$193K +956 +15%
TWI
1988
Thomas White International
Illinois
$1.5M
GWM
1989
Gray Wealth Management
Maine
$1.5M -$8.67K -43 -0.6%
KSWA
1990
Kathleen S. Wright Associates
Pennsylvania
$1.49M +$74.6K +370 +5%
SAM
1991
Secure Asset Management
Michigan
$1.48M +$632K +3,134 +78%
SAM
1992
Synergy Asset Management
Washington
$1.48M +$1.17M +5,822 +448%
PPG
1993
Peak Planning Group
Colorado
$1.48M -$19K -94 -1%
SWM
1994
Sculati Wealth Management
Michigan
$1.48M +$135K +667 +10%
SDWIA
1995
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.47M
AC
1996
AlphaCore Capital
California
$1.47M +$174K +865 +14%
KCM
1997
Kathmere Capital Management
Pennsylvania
$1.46M +$352K +1,744 +33%
AC
1998
AXQ Capital
New Jersey
$1.46M +$1.42M +7,022 New
AC
1999
Aristides Capital
Kentucky
$1.45M
PSB
2000
Piscataqua Savings Bank
New Hampshire
$1.45M -$6.45K -32 -0.5%

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.