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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
MIM
2176
Moseley Investment Management
Florida
$1.11M +$7.66K +38 +0.7%
FP
2177
Fiduciary Planning
Florida
$1.1M +$12.9K +64 +1%
EGM
2178
Engineers Gate Manager
New York
$1.1M -$9M -44,643 -89%
MFG
2179
Monte Financial Group
Connecticut
$1.1M +$105K +519 +11%
KIG
2180
Kennedy Investment Group
New Jersey
$1.1M +$1.07M +5,294 New
CA
2181
Cambridge Advisors
Nebraska
$1.1M
CC
2182
Centiva Capital
New York
$1.1M +$788K +3,907 +283%
TCM
2183
True Capital Management
California
$1.1M +$1.06M +5,280 New
AAP
2184
Arax Advisory Partners
Colorado
$1.09M -$175K -869 -14%
CCA
2185
Column Capital Advisors
Indiana
$1.09M -$74.8K -371 -7%
I
2186
INVST
Indiana
$1.09M -$425K -2,108 -31%
OBWG
2187
Onyx Bridge Wealth Group
New York
$1.09M +$613K +3,038 +156%
BMC
2188
Beaton Management Company
Massachusetts
$1.08M
CCA
2189
Childress Capital Advisors
Texas
$1.08M +$43.4K +215 +4%
BFA
2190
Bill Few Associates
Pennsylvania
$1.08M
RPWA
2191
Regent Peak Wealth Advisors
Georgia
$1.08M +$31.3K +155 +3%
RC
2192
RBO & Co
California
$1.08M -$29.4K -146 -3%
SFB
2193
STAR Financial Bank
Indiana
$1.08M +$1.04M +5,180 New
RA
2194
Rockingstone Advisors
Massachusetts
$1.08M +$1.04M +5,179 New
DAM
2195
Delta Asset Management
Tennessee
$1.07M +$5.04K +25 +0.5%
EIA
2196
Eastover Investment Advisors
North Carolina
$1.07M +$22.4K +111 +2%
GSB
2197
Greenfield Savings Bank
Massachusetts
$1.06M -$8.67K -43 -0.8%
BOM
2198
Bank of Marin
California
$1.06M -$30.3K -150 -3%
BFIC
2199
Bedell Frazier Investment Counselling
California
$1.06M
CIM
2200
Caldwell Investment Management
Ontario, Canada
$1.06M

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.