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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
AA
2301
Aire Advisors
California
$905K -$152K -756 -15%
KCM
2302
KLK Capital Management
California
$902K +$16.1K +80 +2%
WCWM
2303
Willow Creek Wealth Management
California
$902K -$6.66K -33 -0.8%
HKAM
2304
Horizon Kinetics Asset Management
New York
$901K
CAM
2305
Cozad Asset Management
Illinois
$901K
EWM
2306
EPG Wealth Management
Georgia
$898K -$37.5K -186 -4%
WMP
2307
Wealth Management Partners
Arizona
$898K
SWP
2308
Semus Wealth Partners
Florida
$896K +$870K +4,312 New
JSW
2309
Journey Strategic Wealth
New Jersey
$895K +$266K +1,319 +44%
CIP
2310
Convergence Investment Partners
Florida
$893K +$20.4K +101 +2%
AA
2311
Alta Advisers
United Kingdom
$893K
EWA
2312
Encompass Wealth Advisors
Oregon
$890K +$89.9K +446 +12%
RWA
2313
Rainsberger Wealth Advisors
Colorado
$889K +$10.1K +50 +1%
CGFA
2314
Colton Groome Financial Advisors
North Carolina
$889K +$512K +2,541 +146%
FCB
2315
First County Bank
Connecticut
$887K +$861K +4,270 New
RHAM
2316
Round Hill Asset Management
California
$886K
GIM
2317
Groesbeck Investment Management
New Jersey
$886K +$5.04K +25 +0.6%
MWAM
2318
Manhattan West Asset Management
California
$884K -$8.27K -41 -1%
VCM
2319
Versant Capital Management
Arizona
$884K
KFGK
2320
Keystone Financial Group (Kentucky)
Kentucky
$884K +$70.2K +348 +9%
MAM
2321
McLean Asset Management
Virginia
$883K +$25.2K +125 +3%
SFWC
2322
Strategic Family Wealth Counselors
New Jersey
$881K -$202 -1 -0%
EFG
2323
Everhart Financial Group
Ohio
$880K +$390K +1,935 +84%
VWA
2324
Visionary Wealth Advisors
Illinois
$878K +$150K +744 +21%
FBFS
2325
First Business Financial Services
Wisconsin
$877K +$3.83K +19 +0.5%

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.