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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
BWP
2226
BSW Wealth Partners
Colorado
$1.02M +$72.4K +359 +8%
PMA
2227
Prudent Man Advisors
Illinois
$1.02M +$284K +1,409 +40%
PP
2228
PDS Planning
Ohio
$1.02M +$48.6K +241 +5%
AFM
2229
Andesa Financial Management
Pennsylvania
$1.02M -$147K -727 -13%
CCA
2230
Cora Capital Advisors
New Jersey
$1.01M +$985K +4,884 New
OL
2231
Optas LLC
Texas
$1.01M +$25.2K +125 +3%
LI
2232
Lafayette Investments
Maryland
$1.01M +$695K +3,444 +241%
SL
2233
Salomon & Ludwin
Virginia
$1.01M -$37.1K -184 -4%
KCM
2234
Knoll Capital Management
Florida
$1.01M
PWP
2235
Pursue Wealth Partners
California
$1M -$1.81K -9 -0.2%
RGC
2236
Roberts, Glore & Co
Illinois
$1M -$20.2K -100 -2%
LOIP
2237
Live Oak Investment Partners
Texas
$1,000K
SCP
2238
Stamos Capital Partners
California
$999K -$155K -770 -14%
1WM
2239
1900 Wealth Management
Texas
$998K +$1.01K +5 +0.1%
TWA
2240
TCI Wealth Advisors
Arizona
$998K +$82.3K +408 +9%
SAM
2241
S.A. Mason
Michigan
$997K +$202 +1 +0%
CFA
2242
Camarda Financial Advisors
Florida
$997K +$286K +1,419 +42%
GWS
2243
Glassman Wealth Services
Virginia
$996K +$38.7K +192 +4%
GWCM
2244
Godshalk Welsh Capital Management
Pennsylvania
$993K -$10.1K -50 -1%
FCM
2245
FJ Capital Management
Virginia
$991K -$450K -2,231 -32%
AFS
2246
Aft Forsyth & Sober
Florida
$987K
ACM
2247
Argent Capital Management
Missouri
$981K
CSIC
2248
Clifford Swan Investment Counsel
California
$979K -$605 -3 -0.1%
CA
2249
Centerpoint Advisors
Massachusetts
$978K +$16.3K +81 +2%
SAM
2250
Stewart Asset Management
New York
$977K

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.