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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
HCP
2451
Hexagon Capital Partners
Arkansas
$746K -$116K -573 -14%
PFA
2452
Pathway Financial Advisers
Indiana
$746K +$724K +3,588 New
PK
2453
Pflug Koory
Nebraska
$744K +$3.23K +16 +0.4%
FPWM
2454
FSB Premier Wealth Management
Iowa
$742K -$64.1K -318 -8%
CFO
2455
CVA Family Office
Colorado
$741K -$48.4K -240 -6%
KLCM
2456
KG&L Capital Management
Louisiana
$741K -$246K -1,219 -25%
FPCG
2457
Fort Pitt Capital Group
Pennsylvania
$738K -$21K -104 -3%
PCM
2458
Pointe Capital Management
Michigan
$738K -$49K -243 -6%
DCM
2459
Davidson Capital Management
Texas
$735K +$711K +3,525 +25,179%
KI
2460
Keystone Investors
Singapore
$734K +$713K +3,535 New
TBWA
2461
Three Bridge Wealth Advisors
California
$734K -$314K -1,558 -31%
PFA
2462
Pure Financial Advisors
California
$734K -$29.8K -148 -4%
IWN
2463
Independent Wealth Network
Iowa
$733K +$7.06K +35 +1%
4WM
2464
44 Wealth Management
Oregon
$730K -$16.9K -84 -2%
D
2465
Diversified
Delaware
$727K +$93.2K +462 +15%
MSS
2466
Mitchell Sinkler & Starr
Pennsylvania
$727K +$223K +1,106 +46%
SIM
2467
SSI Investment Management
California
$725K -$403 -2 -0.1%
SRC
2468
Sage Rhino Capital
California
$724K +$14.5K +72 +2%
ME
2469
McIlrath & Eck
Washington
$723K +$21K +104 +3%
NICM
2470
Neo Ivy Capital Management
New York
$723K +$370K +1,835 +112%
GIP
2471
Greatmark Investment Partners
Georgia
$723K
CDIA
2472
Capital Directions Investment Advisors
Georgia
$722K +$701K +3,474 New
RW
2473
Reframe Wealth
Virginia
$722K +$701K +3,474 New
GA
2474
GFS Advisors
Texas
$721K
RP
2475
Riverwater Partners
Wisconsin
$720K +$7.46K +37 +1%

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.