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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
GPA
2076
Guerra Pan Advisors
New Jersey
$1.29M
DF
2077
Donoghue Forlines
Massachusetts
$1.28M +$1.25M +6,184 New
1IA
2078
1834 Investment Advisors
Wisconsin
$1.28M -$32.3K -160 -3%
GLA
2079
Great Lakes Advisors
Illinois
$1.28M +$1.02M +5,039 +10%
TPWA
2080
TRUE Private Wealth Advisors
Oregon
$1.28M +$8.47K +42 +0.7%
RWB
2081
RMR Wealth Builders
New Jersey
$1.28M -$35.5K -176 -3%
NFA
2082
Northern Financial Advisors
Michigan
$1.27M +$1.24M +6,133 New
WKSWA
2083
White Knight Strategic Wealth Advisors
New Jersey
$1.27M -$10.7K -53 -0.9%
KI
2084
Kapitalo Investimentos
Brazil
$1.27M -$1.31M -6,518 -52%
SIG
2085
Sky Investment Group
Connecticut
$1.27M +$8.07K +40 +0.7%
AFGAS
2086
Allegiance Financial Group Advisory Services
Virginia
$1.26M +$1.23M +6,078 New
IWA
2087
IVC Wealth Advisors
Pennsylvania
$1.26M +$1.07M +5,314 +88%
TAM
2088
Tealwood Asset Management
Minnesota
$1.26M -$13.9K -69 -1%
JA
2089
JLB & Associates
Michigan
$1.25M +$41.5K +206 +4%
HCM
2090
Horiko Capital Management
New York
$1.25M
JWCA
2091
J.W. Coons Advisors
Ohio
$1.25M -$89.5K -444 -7%
LJAC
2092
L.J. Altfest & Co
New York
$1.25M +$11.9K +59 +1%
SAS
2093
Stelac Advisory Services
New York
$1.25M +$63.1K +313 +5%
MMH
2094
Menora Mivtachim Holdings
Israel
$1.25M
BBNA
2095
Bremer Bank National Association
Minnesota
$1.25M +$185K +918 +18%
GFS
2096
GYL Financial Synergies
Connecticut
$1.24M -$6.86K -34 -0.6%
OWA
2097
Octavia Wealth Advisors
Ohio
$1.24M -$14.3K -71 -1%
CP
2098
Covenant Partners
Tennessee
$1.24M +$37.9K +188 +3%
MCM
2099
Mainstay Capital Management
Michigan
$1.23M -$93.8K -465 -7%
AF
2100
Advisornet Financial
Minnesota
$1.23M +$185K +915 +18%

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.