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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
KFA
2426
Kapstone Financial Advisors
Ohio
$774K +$680K +3,371 New
LAM
2427
L2 Asset Management
Massachusetts
$773K +$82.5K +409 +12%
NPA
2428
Nichols & Pratt Advisers
Massachusetts
$772K
KWM
2429
Kolinsky Wealth Management
New Jersey
$772K +$33.1K +164 +5%
FFA
2430
Fi3 Financial Advisors
Indiana
$771K +$125K +621 +20%
JFA
2431
JNBA Financial Advisors
Minnesota
$769K -$202K -1,000 -21%
AWA
2432
Alta Wealth Advisors
Massachusetts
$769K -$29.2K -145 -4%
BCM
2433
Brown Capital Management
Maryland
$766K
LHC
2434
Little House Capital
Massachusetts
$765K -$16.1K -80 -2%
JF
2435
JSF Financial
California
$764K +$16.9K +84 +2%
WA
2436
Waverly Advisors
Alabama
$764K +$23.6K +117 +3%
HG
2437
Harbor Group
New Hampshire
$762K
SLT
2438
St Louis Trust
Missouri
$760K
AWP
2439
Accretive Wealth Partners
New Jersey
$760K +$20.6K +102 +3%
GAM
2440
Gould Asset Management
California
$759K +$22.2K +110 +3%
GAM
2441
GEM Asset Management
Michigan
$758K +$736K +3,650 New
PGWM
2442
Parisi Gray Wealth Management
New Jersey
$758K -$4.44K -22 -0.6%
HKIMG
2443
Hutchens & Kramer Investment Management Group
Indiana
$757K -$82.9K -411 -10%
PP
2444
Patron Partners
Texas
$756K +$135K +670 +23%
CMTU
2445
Capital Markets Trading (UK)
United Kingdom
$754K -$1.39M -6,887 -65%
VIM
2446
VELA Investment Management
Ohio
$751K -$8.87K -44 -1%
CWM
2447
Castle Wealth Management
Florida
$751K -$13.1K -65 -2%
KW
2448
KWB Wealth
California
$749K +$807 +4 +0.1%
HCM
2449
Hutchinson Capital Management
California
$748K -$19.2K -95 -3%
EAM
2450
Evanson Asset Management
California
$747K -$78.2K -388 -10%

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.