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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
FPAS
2251
Focus Partners Advisor Solutions
Missouri
$977K -$2.39M -11,855 -72%
BFIM
2252
Beese Fulmer Investment Management
Ohio
$977K +$123K +610 +15%
BWM
2253
Buckley Wealth Management
Nevada
$976K -$46.2K -229 -5%
FB
2254
First Bancorp
Maine
$974K -$38.1K -189 -4%
HCM
2255
Hodges Capital Management
Texas
$972K -$186K -923 -16%
ECA
2256
Elevated Capital Advisors
Utah
$966K +$554K +2,747 +144%
CHP
2257
Cable Hill Partners
Oregon
$964K +$148K +735 +19%
FPA
2258
First Pacific Advisors
California
$964K
FBT
2259
First Bankers Trust
Kentucky
$960K -$14.7K -73 -2%
PSP
2260
Pacific Sage Partners
Washington
$959K +$930K +4,614 New
SAM
2261
Satovsky Asset Management
New York
$958K +$2.02K +10 +0.2%
DA
2262
DCM Advisors
New York
$957K -$563K -2,792 -38%
PIA
2263
Pinion Investment Advisors
Kansas
$957K -$345K -1,711 -27%
CBFP
2264
Cedar Brook Financial Partners
Ohio
$956K +$50.4K +250 +6%
LOAMU
2265
Lombard Odier Asset Management (USA)
New York
$956K
MFG
2266
Menard Financial Group
Texas
$953K -$259K -1,286 -22%
FCM
2267
Fortis Capital Management
Washington
$952K +$59.7K +296 +7%
JSL
2268
JT Stratford LLC
Georgia
$951K +$395K +1,957 +75%
MA
2269
MONECO Advisors
Connecticut
$950K +$57.1K +283 +7%
EFSCE
2270
Enterprise Financial Services Corp (EFSC)
Missouri
$950K +$76.2K +378 +9%
WAG
2271
Wallace Advisory Group
California
$949K +$921K +4,568 New
RZH
2272
Relyea Zuckerberg Hanson
Connecticut
$946K +$235K +1,163 +34%
AC
2273
ASB Consultores
Florida
$941K -$153K -761 -14%
APA
2274
Astoria Portfolio Advisors
New York
$941K +$61.9K +307 +8%
FNBOH
2275
First National Bank of Hutchinson
Kansas
$941K +$5.85K +29 +0.6%

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.