We are live on ! Find out more

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
CAM
2026
Covenant Asset Management
New Jersey
$1.38M
FCFC
2027
First Commonwealth Financial Corp
Pennsylvania
$1.38M -$15.5K -77 -1%
BCA
2028
Bay Colony Advisors
Massachusetts
$1.38M +$45.4K +225 +4%
GIM
2029
Guardian Investment Management
California
$1.38M -$5.56M -27,565 -44%
LWA
2030
Lineweaver Wealth Advisors
Ohio
$1.37M -$137K -681 -9%
DBIA
2031
Dumont & Blake Investment Advisors
New Jersey
$1.37M +$2.02K +10 +0.2%
SFP
2032
Sandbox Financial Partners
Maryland
$1.37M -$189K -937 -12%
IP
2033
Investment Partners
Ohio
$1.37M -$1.11M -5,480 -45%
MMC
2034
Mizuho Markets Cayman
Cayman Islands
$1.37M -$1.18M -5,835 -47%
RBC
2035
Romano Brothers & Co
Illinois
$1.37M -$1.61K -8 -0.1%
ZIG
2036
Zullo Investment Group
Pennsylvania
$1.36M +$48.2K +239 +4%
BB
2037
Bell Bank
North Dakota
$1.36M -$10.1K -50 -0.8%
SG Americas Securities
2038
SG Americas Securities
New York
$1.36M +$81.7K +405 +7%
GC
2039
Gilbert & Cook
Iowa
$1.36M -$11.3K -56 -0.8%
RFM
2040
Royal Fund Management
Florida
$1.36M -$242K -1,199 -16%
CSI
2041
Cross Staff Investments
New York
$1.36M +$12.5K +62 +1%
CFG
2042
Cooper Financial Group
California
$1.36M +$16.7K +83 +1%
EWA
2043
Etesian Wealth Advisors
Oregon
$1.36M +$1.32M +6,523 New
PIM
2044
Profit Investment Management
Maryland
$1.35M
HFA
2045
Harbert Fund Advisors
Alabama
$1.35M +$1.31M +6,500 New
TNBTD
2046
Trustmark National Bank Trust Department
Mississippi
$1.35M +$4.03K +20 +0.3%
CC
2047
Copperleaf Capital
North Carolina
$1.35M -$181K -900 -12%
VBCG
2048
Valley Brook Capital Group
Pennsylvania
$1.34M +$5.24K +26 +0.4%
GA
2049
GraniteShares Advisors
New York
$1.34M -$228K -1,129 -15%
PWW
2050
Pettyjohn Wood & White
Virginia
$1.34M +$7.06K +35 +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.