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3,177 hedge funds and large institutions have $278B invested in Visa in 2022 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,351 increasing their positions, 1,359 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $5.32B | Put options by funds: $2.25B

1.91% more ownership

Funds ownership: 94.11%96.02% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 1,351 | Existing positions reduced: 1,359

2% less funds holding

Funds holding: 3,2373,177 (-60)

8% less capital invested

Capital invested by funds: $303B → $278B (-$25.2B)

11% less funds holding in top 10

Funds holding in top 10: 487433 (-54)

15% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 137

Holders
3,177
Holders Change
-60
Holders Change %
-1.85%
% of All Funds
54.72%
Holding in Top 10
433
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-11.09%
% of All Funds
7.46%
New
117
Increased
1,351
Reduced
1,359
Closed
137
Calls
$5.32B
Puts
$2.25B
Net Calls
+$3.07B
Net Calls Change
+$170M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
2476
BMS Financial Advisors
South Dakota
$546K -$85.1K -418 -12%
FBT
2477
First Bank & Trust
South Dakota
$544K +$35.8K +176 +6%
ARC
2478
Advisor Resource Council
Texas
$543K -$1.56M -7,649 -71%
CAG
2479
Curtis Advisory Group
California
$543K -$18.3K -90 -3%
MMHP
2480
Murphy Middleton Hinkle & Parker
Georgia
$540K -$7.12K -35 -1%
D
2481
Diversified
Delaware
$540K
CA
2482
Crumly & Associates
Illinois
$539K +$28.3K +139 +5%
KA
2483
KLCM Advisors
Wisconsin
$539K +$124K +607 +25%
WAOI
2484
Wealth Advisors of Iowa
Iowa
$537K -$1.15M -5,653 -65%
HC
2485
Hoese & Co
Minnesota
$535K -$126K -620 -17%
SFG
2486
SNS Financial Group
Minnesota
$534K +$7.73K +38 +1%
MSA
2487
Marino Stram & Associates
Massachusetts
$534K +$8.95K +44 +1%
WPA
2488
West Paces Advisors
Georgia
$532K
MTIC
2489
Missouri Trust & Investment Company
Missouri
$531K
JSW
2490
Journey Strategic Wealth
New Jersey
$531K +$608K +2,988 New
NEAM
2491
New England Asset Management
Connecticut
$530K -$672K -3,300 -52%
WA
2492
Waddell & Associates
Tennessee
$530K -$29.7K -146 -5%
OIA
2493
Optimum Investment Advisors
Illinois
$530K -$1.83K -9 -0.3%
FBC
2494
Fairfield, Bush & Co
Connecticut
$530K
PP
2495
Patron Partners
Texas
$528K -$51.1K -251 -8%
NSB
2496
Norway Savings Bank
Maine
$528K +$44.2K +217 +8%
PWM
2497
Palumbo Wealth Management
New York
$527K +$27.9K +137 +5%
SIAG
2498
Safeguard Investment Advisory Group
California
$525K +$60K +295 +11%
WDL
2499
Well Done LLC
Michigan
$524K -$31.9K -157 -5%
LFA
2500
Laraway Financial Advisors
Minnesota
$524K -$2.04K -10 -0.3%

V Hedge Fund Activity: Q3 2022 in Review

3,177 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2022, worth a combined $278B — down 8.3% from $303B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of V and 117 opened new positions — a net loss of 20 holders — while 1,359 trimmed existing stakes and 1,351 added.

The largest buyer was Goldman Sachs, adding an estimated $2.06B. The largest seller was Fisher Asset Management, cutting an estimated $1.06B.

  • 3,177 institutional investors held Visa (V) as of Q3 2022, down from 3,237 in Q2 2022.
  • Funds reported $278B of Visa stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 117 funds opened new Visa positions in Q3 2022 and 137 closed out, a net change of -20 holders.
  • The largest Visa buyer in Q3 2022 was Goldman Sachs, an estimated $2.06B added.
  • The largest Visa seller in Q3 2022 was Fisher Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2022.