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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
AWS
2401
Aspen Wealth Strategies
Colorado
$805K +$781K +3,874 New
FFA
2402
Farther Finance Advisors
California
$804K +$780K +3,869 New
SICM
2403
Sustainable Insight Capital Management
New York
$804K +$191K +946 +32%
WHCI
2404
W.H. Cornerstone Investments
Massachusetts
$803K -$67.8K -336 -9%
GD
2405
Grandfield & Dodd
New York
$801K -$27K -134 -3%
MC
2406
Miramar Capital
Illinois
$801K +$24.8K +123 +3%
AWM
2407
Atticus Wealth Management
Florida
$801K -$53.8K -267 -6%
IAS
2408
Investment Advisory Services
Texas
$800K -$12.9K -64 -2%
NEWAS
2409
N.E.W. Advisory Services
Wisconsin
$800K +$10.1K +50 +1%
QPW
2410
Quantum Private Wealth
Florida
$799K +$5.45K +27 +0.7%
PCMN
2411
Paradigm Capital Management (Nevada)
Nevada
$799K +$7.06K +35 +0.9%
SAM
2412
Strategy Asset Managers
California
$798K -$4.44K -22 -0.6%
AWA
2413
AmeriServ Wealth Advisors
Pennsylvania
$797K -$137K -679 -15%
SFG
2414
StrategIQ Financial Group
Indiana
$796K -$14.1K -70 -2%
PPP
2415
Private Portfolio Partners
New Jersey
$794K -$576K -2,858 -43%
CHJWM
2416
Carlton Hofferkamp & Jenks Wealth Management
Texas
$791K +$2.62K +13 +0.4%
PGWM
2417
Pitti Group Wealth Management
New York
$790K +$9.28K +46 +1%
CWM
2418
Connecticut Wealth Management
Connecticut
$785K +$2.22K +11 +0.3%
SAA
2419
Southeast Asset Advisors
Georgia
$785K +$67.4K +334 +10%
SAM
2420
SignalPoint Asset Management
Missouri
$782K +$8.67K +43 +1%
IIM
2421
Ironwood Investment Management
Massachusetts
$781K +$13.5K +67 +2%
MA
2422
MJP Associates
Connecticut
$776K +$72.8K +361 +11%
GWA
2423
GGM Wealth Advisors
Maryland
$775K
ACA
2424
Affinity Capital Advisors
California
$774K -$8.87K -44 -1%
MJP
2425
Michael J. Puzo
$774K

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.