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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
SDWMA
2576
Schneider Downs Wealth Management Advisors
Pennsylvania
$454K -$259K -1,275 -33%
FL
2577
Fort LP
Maryland
$453K -$318K -1,563 -38%
WAM
2578
Winslow Asset Management
Ohio
$453K
AFA
2579
Arlington Financial Advisors
California
$452K
CNFG
2580
Creegan & Nassoura Financial Group
New Hampshire
$451K +$5.49K +27 +1%
NG
2581
Northstar Group
New York
$450K -$6.51K -32 -1%
PA
2582
Probity Advisors
Texas
$449K -$82K -403 -14%
PC
2583
Permit Capital
Pennsylvania
$449K
FCA
2584
FLC Capital Advisors
California
$449K +$21.4K +105 +4%
AT
2585
Arvest Trust
Oklahoma
$447K +$8.34K +41 +2%
OFS
2586
OneAscent Financial Services
Alabama
$447K +$512K +2,518 New
UL
2587
Unionview LLC
Washington
$446K
OHIS
2588
Oak Harvest Investment Services
Texas
$446K +$176K +864 +53%
TI
2589
Truepoint Inc
Ohio
$445K -$13.8K -68 -3%
BFS
2590
Bickling Financial Services
Massachusetts
$444K +$407 +2 +0.1%
LCM
2591
Lynwood Capital Management
Ontario, Canada
$444K +$509K +2,500 New
AWM
2592
Aevitas Wealth Management
Massachusetts
$443K -$18.5K -91 -4%
HCM
2593
Hengehold Capital Management
Ohio
$443K +$5.09K +25 +1%
PWM
2594
Paulson Wealth Management
Illinois
$443K +$119K +586 +31%
CWM
2595
Chesapeake Wealth Management
Virginia
$442K -$12K -59 -2%
CFSG
2596
Clark Financial Services Group
Missouri
$442K +$506K +2,489 New
BAM
2597
Bellevue Asset Management
Washington
$441K +$3.05K +15 +0.6%
CSB
2598
City State Bank
Iowa
$440K +$26.5K +130 +6%
TA
2599
Trellis Advisors
Washington
$439K +$6.92K +34 +1%
PWA
2600
Physician Wealth Advisors
Utah
$437K -$44.6K -219 -9%

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.