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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
NWA
2501
New World Advisors
Massachusetts
$524K +$84.2K +414 +16%
SICM
2502
Sustainable Insight Capital Management
New York
$519K -$95.2K -468 -14%
C
2503
CEDRUS
Colorado
$518K +$3.87K +19 +0.7%
ESBC
2504
E.S. Barr & Co
Kentucky
$518K
TRIA
2505
Trail Ridge Investment Advisors
Colorado
$517K +$33.4K +164 +7%
SFWA
2506
Summit Financial Wealth Advisors
Louisiana
$516K
EIP
2507
Ellis Investment Partners
Pennsylvania
$515K -$8.14K -40 -1%
PHAM
2508
Palisades Hudson Asset Management
Florida
$514K -$18.3K -90 -3%
TNA
2509
True North Advisors
Texas
$512K -$342K -1,680 -37%
LIA
2510
LBMC Investment Advisors
Tennessee
$512K
T
2511
TrueFG
Texas
$512K
VA
2512
Valmark Advisers
Ohio
$512K +$11K +54 +2%
BFC
2513
Bedel Financial Consulting
Indiana
$511K +$2.24K +11 +0.4%
PWA
2514
Primoris Wealth Advisors
Florida
$506K
SWA
2515
SOA Wealth Advisors
New York
$506K +$30.5K +150 +6%
WCP
2516
Wick Capital Partners
Pennsylvania
$505K
WCM
2517
Wedge Capital Management
North Carolina
$505K +$3.26K +16 +0.6%
SIC
2518
Samalin Investment Counsel
New York
$504K -$7.53K -37 -1%
SWM
2519
Salvus Wealth Management
New Jersey
$504K +$7.12K +35 +1%
AA
2520
Advisory Alpha
Michigan
$503K +$157K +770 +37%
QT
2521
Quantamental Technologies
New York
$503K +$576K +2,833 New
SHWM
2522
Smith & Howard Wealth Management
Georgia
$502K +$34.6K +170 +6%
KC
2523
Knuff & Co
California
$501K -$6.11K -30 -1%
FAM
2524
Formidable Asset Management
Ohio
$501K
CIEP
2525
Constellation Investimentos e Participacoes
Brazil
$500K -$195K -957 -25%

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.