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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
HA
2376
Harbor Advisors
Florida
$831K
MC
2377
McMorgan & Co
California
$829K +$2.02K +10 +0.3%
EWM
2378
Elmwood Wealth Management
California
$828K
GPI
2379
General Partner Inc
Pennsylvania
$828K +$803K +3,984 New
OWA
2380
One Wealth Advisors
California
$825K -$611K -3,032 -43%
TCM
2381
Tufton Capital Management
Maryland
$825K +$8.07K +40 +1%
SW
2382
SteelPeak Wealth
California
$824K -$196K -971 -20%
HAG
2383
HF Advisory Group
Maryland
$823K +$799K +3,963 New
WH
2384
Willner & Heller
California
$823K -$18.6K -92 -2%
DBRC
2385
D.B. Root & Company
Pennsylvania
$823K -$78.6K -390 -9%
IF
2386
Intrua Financial
Texas
$821K +$109K +542 +17%
MS
2387
Madden Securities
Texas
$820K -$111K -550 -12%
ECM
2388
ExodusPoint Capital Management
New York
$818K -$25.8M -127,944 -97%
AIS
2389
AM Investment Strategies
Tennessee
$818K +$6.05K +30 +0.8%
BOPW
2390
Brandywine Oak Private Wealth
Pennsylvania
$815K -$428K -2,123 -35%
SWRP
2391
Summit Wealth & Retirement Planning
California
$813K +$3.02K +15 +0.4%
TIM
2392
Tevis Investment Management
Texas
$813K +$3.23K +16 +0.4%
HCP
2393
Holt Capital Partners
Texas
$811K
WPW
2394
Warther Private Wealth
Ohio
$810K -$81.1K -402 -9%
BFA
2395
Bragg Financial Advisors
North Carolina
$810K +$10.1K +50 +1%
SF
2396
Symphony Financial
Texas
$808K +$16.3K +81 +2%
SJIM
2397
St. Johns Investment Management
Florida
$808K +$26.6K +132 +4%
BCM
2398
Basso Capital Management
Connecticut
$807K +$783K +3,885 New
MPW
2399
Monterey Private Wealth
California
$805K -$83.9K -416 -10%
TA
2400
Tectonic Advisors
Texas
$805K -$188K -932 -19%

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.