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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
MPPW
2201
Mitchell & Pahl Private Wealth
Oklahoma
$1.06M -$17.9K -89 -2%
MCM
2202
Monument Capital Management
Virginia
$1.06M +$388K +1,924 +61%
NFSG
2203
Newbridge Financial Services Group
Florida
$1.06M +$24.8K +123 +2%
TF
2204
TLWM Financial
Texas
$1.06M -$687K -3,406 -40%
KIG
2205
Kowal Investment Group
Wisconsin
$1.05M -$62.9K -312 -6%
CCMW
2206
Cypress Capital Management (Wyoming)
Wyoming
$1.05M -$10.1K -50 -1%
CA
2207
Claro Advisors
Massachusetts
$1.05M +$457K +2,268 +81%
TIA
2208
Trust Investment Advisors
Indiana
$1.05M -$53.8K -267 -5%
AIM
2209
Alhambra Investment Management
Florida
$1.05M -$36.7K -182 -3%
IAA
2210
Independent Advisor Alliance
North Carolina
$1.05M +$508K +2,517 +4%
HIM
2211
Harbour Investment Management
Washington
$1.05M
NGA
2212
Naples Global Advisors
Florida
$1.05M +$41.1K +204 +4%
FC
2213
Fulcrum Capital
Washington
$1.05M +$292K +1,450 +40%
EFH
2214
Eaton Financial Holdings
Florida
$1.05M +$1.01M +5,033 New
GAB
2215
German American Bancorp
Indiana
$1.05M -$2.22K -11 -0.2%
WIC
2216
Woodmont Investment Counsel
Tennessee
$1.04M
AMCA
2217
Arthur M. Cohen & Associates
Illinois
$1.04M -$202 -1 -0%
VV
2218
Verity & Verity
South Carolina
$1.04M +$288K +1,426 +40%
NB
2219
Nicolet Bankshares
Wisconsin
$1.04M +$22.2K +110 +2%
QFA
2220
Quattro Financial Advisors
Texas
$1.04M -$577K -2,860 -36%
SWM
2221
Scissortail Wealth Management
Oklahoma
$1.04M +$543K +2,691 +144%
DIP
2222
DT Investment Partners
Pennsylvania
$1.03M
GC
2223
Gould Capital
Washington
$1.03M -$10.1K -50 -1%
AWM
2224
Alterna Wealth Management
Texas
$1.03M
ECM
2225
Elgethun Capital Management
South Dakota
$1.02M

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.