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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
TC
2151
Titleist Capital
Texas
$1.14M -$58.7K -291 -5%
HHGA
2152
Halbert Hargrove Global Advisors
California
$1.14M -$56.5K -280 -5%
BSA
2153
Braun Stacey Associates
New York
$1.13M -$385K -1,910 -26%
RCM
2154
Riverpark Capital Management
New York
$1.13M -$2.05M -10,163 -65%
WIA
2155
Westbourne Investment Advisors
Maryland
$1.13M -$68.6K -340 -6%
HG
2156
Herbst Group
Connecticut
$1.13M +$80.7K +400 +8%
ATC
2157
Adirondack Trust Company
New York
$1.13M +$202 +1 +0%
BFA
2158
Beacon Financial Advisory
Ohio
$1.13M -$76K -377 -7%
QC
2159
Quent Capital
New York
$1.12M +$36.7K +182 +3%
FIB
2160
First Interstate Bank
Montana
$1.12M -$37.7K -187 -3%
GKWIM
2161
Gerber Kawasaki Wealth & Investment Management
California
$1.12M -$31.7K -157 -3%
CFA
2162
Cahill Financial Advisors
Minnesota
$1.12M -$98.8K -490 -8%
UAS
2163
United Asset Strategies
New York
$1.12M +$125K +622 +13%
CNBT
2164
Cornerstone National Bank & Trust
Illinois
$1.12M -$13.5K -67 -1%
XWM
2165
Xcel Wealth Management
Florida
$1.12M -$5.04K -25 -0.5%
TA
2166
TCM Advisors
West Virginia
$1.11M
FCAG
2167
First Capital Advisors Group
New Jersey
$1.11M -$10.9K -54 -1%
CWM
2168
Centurion Wealth Management
Virginia
$1.11M +$1.08M +5,358 New
MCA
2169
Millennium Capital Advisors
Arkansas
$1.11M -$6.05K -30 -0.6%
PFG
2170
Peterson Financial Group
Iowa
$1.11M -$610K -3,027 -36%
Pacer Advisors
2171
Pacer Advisors
Pennsylvania
$1.11M +$312K +1,548 +41%
MFG
2172
Monumental Financial Group
Maryland
$1.11M +$1.07M +5,328 New
DMBA
2173
Deseret Mutual Benefit Administrators
Utah
$1.11M -$770K -3,817 -42%
FCB
2174
First Command Bank
Texas
$1.11M +$202 +1 +0%
FCFS
2175
First Command Financial Services
Texas
$1.11M +$202 +1 +0%

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.