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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
SCI
2051
S&CO Inc
Massachusetts
$1.34M +$29.4K +146 +2%
AIM
2052
Aspen Investment Management
Michigan
$1.33M -$40.3K -200 -3%
AIA
2053
Alera Investment Advisors
Illinois
$1.33M -$21.4K -106 -2%
SMA
2054
Sage Mountain Advisors
Georgia
$1.33M -$23.4K -116 -2%
HVM
2055
Harvest Volatility Management
Connecticut
$1.33M -$267K -1,325 -17%
UBV
2056
United Bank (Virginia)
Virginia
$1.32M -$48.4K -240 -4%
BA
2057
Ballast Advisors
Minnesota
$1.32M -$23.8K -118 -2%
SG
2058
StoneX Group
New York
$1.32M +$1.28M +6,342 New
TLCM
2059
Twin Lakes Capital Management
California
$1.32M +$2.22K +11 +0.2%
WSCM
2060
Wellington Shields Capital Management
New York
$1.31M
CPSC
2061
Carl P. Sherr & Co
Massachusetts
$1.31M +$10.3K +51 +0.8%
FWM
2062
Finer Wealth Management
Massachusetts
$1.31M -$88.7K -440 -7%
DOA
2063
D'Orazio & Associates
Virginia
$1.31M +$633K +3,138 +99%
QPWM
2064
Quadrant Private Wealth Management
Pennsylvania
$1.31M +$1.27M +6,296 New
S
2065
swisspartners
Liechtenstein
$1.31M -$2.4M -11,920 -65%
MCM
2066
Manchester Capital Management
Vermont
$1.31M +$795K +3,943 +168%
SLF
2067
Sun Life Financial
Ontario, Canada
$1.31M -$58.9K -292 -4%
SIA
2068
Schear Investment Advisers
Ohio
$1.31M +$1.27M +6,291 New
FFC
2069
First Financial Corp
Indiana
$1.31M +$26.4K +131 +2%
CPIA
2070
Cornell Pochily Investment Advisors
New York
$1.3M +$36.9K +183 +3%
HIC
2071
Holderness Investments Company
North Carolina
$1.3M +$18.6K +92 +1%
MPPLM
2072
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.3M +$76.8K +381 +6%
IIC
2073
Ironwood Investment Counsel
Arizona
$1.3M -$16.3K -81 -1%
EWM
2074
Executive Wealth Management
Michigan
$1.3M +$1.05M +5,197 +494%
CFCI
2075
Comprehensive Financial Consultants Institutional
Indiana
$1.3M +$68.4K +339 +6%

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.