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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
TPWM
2276
Twelve Points Wealth Management
Massachusetts
$941K
LCM
2277
Laurion Capital Management
New York
$939K +$912K +4,522 New
HBW
2278
Hazlett, Burt & Watson
West Virginia
$938K +$605 +3 +0.1%
SGCA
2279
Steel Grove Capital Advisors
Tennessee
$936K -$7.46K -37 -0.8%
ACM
2280
Ascendant Capital Management
California
$935K -$302K -1,500 -25%
ECM
2281
Estabrook Capital Management
New York
$929K -$52.4K -260 -5%
CWM
2282
Cordatus Wealth Management
Pennsylvania
$927K +$900K +4,461 New
APIM
2283
Agate Pass Investment Management
Washington
$925K -$55.3K -274 -6%
RBFC
2284
Roman Butler Fullerton & Co
Missouri
$924K +$90.7K +450 +12%
EFL
2285
ERn Financial LLC
Wisconsin
$923K -$63.1K -313 -7%
BCM
2286
Brainard Capital Management
Texas
$922K +$895K +4,438 New
BCM
2287
Blume Capital Management
California
$922K -$5.04K -25 -0.6%
MW
2288
MBL Wealth
North Carolina
$918K +$48.8K +242 +6%
ACH
2289
ArrowMark Colorado Holdings
Colorado
$917K
PFSC
2290
Peoples Financial Services Corp
Pennsylvania
$916K
PWSG
2291
Pacific Wealth Strategies Group
California
$915K +$12.3K +61 +1%
PWMG
2292
Pinnacle Wealth Management Group
Michigan
$915K -$60.5K -300 -6%
GPFA
2293
Game Plan Financial Advisors
Ohio
$913K +$1.61K +8 +0.2%
WE
2294
Wealth Effects
Massachusetts
$912K -$22.6K -112 -2%
WLPWM
2295
Walled Lake Planning & Wealth Management
Illinois
$912K -$197K -978 -18%
WTB
2296
Washington Trust Bank
Washington
$911K -$21.2K -105 -2%
WI
2297
Wedgewood Investors
Pennsylvania
$909K
OW
2298
Olistico Wealth
Oklahoma
$907K +$880K +4,365 New
OWA
2299
Outlook Wealth Advisors
Texas
$906K -$5.24K -26 -0.6%
FC
2300
Financial Consulate
Maryland
$906K -$189K -939 -18%

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.