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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
CP
2326
Castleview Partners
Texas
$875K +$22.2K +110 +3%
FA
2327
Fermata Advisors
California
$875K -$4.44K -22 -0.5%
WW
2328
Waterfront Wealth
Kansas
$875K +$1.21K +6 +0.2%
FPF
2329
First Pacific Financial
Washington
$875K +$50K +248 +6%
EFG
2330
Ethos Financial Group
Pennsylvania
$874K +$840K +4,165 New
CFP
2331
Catalyst Financial Partners
Massachusetts
$874K +$848K +4,205 New
ASBI
2332
American State Bank (Iowa)
Iowa
$872K -$5.65K -28 -0.7%
BA
2333
Bluesphere Advisors
Pennsylvania
$872K
CIM
2334
CIM Investment Management
Pennsylvania
$871K -$20.6K -102 -2%
RIM
2335
Redwood Investment Management
Arizona
$871K +$199K +986 +31%
LP
2336
LGL Partners
Pennsylvania
$866K -$174K -862 -17%
CBT
2337
CoreFirst Bank & Trust
Kansas
$866K -$4.44K -22 -0.5%
LA
2338
Latitude Advisors
Florida
$866K -$69.2K -343 -8%
SWA
2339
Strata Wealth Advisors
Texas
$865K +$840K +4,163 New
PSC
2340
Prentiss Smith & Co
Vermont
$865K
MCIA
2341
Mountain Capital Investment Advisors
Colorado
$862K -$2.75M -13,637 -78%
WCM
2342
Windsor Capital Management
Arizona
$862K -$40.5K -201 -5%
NA
2343
Nordwand Advisors
Pennsylvania
$862K +$837K +4,149 New
FCP
2344
Fidelis Capital Partners
Florida
$859K +$792K +3,929 New
ZF
2345
Zhang Financial
Michigan
$856K +$3.23K +16 +0.4%
IA
2346
Insight Advisors
Pennsylvania
$854K -$55.3K -274 -6%
MCCA
2347
Mill Creek Capital Advisors
Pennsylvania
$853K +$828K +4,106 New
GAM
2348
Gemmer Asset Management
California
$852K -$24.4K -121 -3%
APW
2349
Austin Private Wealth
Texas
$850K +$120K +597 +17%
CCP
2350
Clarkston Capital Partners
Michigan
$849K -$35.9K -178 -4%

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.