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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
HWM
2601
Hemington Wealth Management
Virginia
$437K -$7.94K -39 -2%
TCBWMS
2602
Texas Capital Bank Wealth Management Services
Texas
$437K
TWM
2603
TMD Wealth Management
Arizona
$437K +$6.11K +30 +1%
ICP
2604
Interchange Capital Partners
Pennsylvania
$436K +$18.5K +91 +4%
FC
2605
FCA Corp
Texas
$435K -$21.8K -107 -4%
CWM
2606
Cedar Wealth Management
California
$435K -$1.83K -9 -0.4%
IIC
2607
Integrated Investment Consultants
Michigan
$435K +$13.8K +68 +3%
MWA
2608
Moser Wealth Advisors
Washington
$432K +$3.05K +15 +0.6%
DWA
2609
Dougherty Wealth Advisers
Minnesota
$429K
CCM
2610
Carlson Capital Management
Minnesota
$428K -$2.44K -12 -0.5%
GP
2611
Geneva Partners
Wisconsin
$428K
KC
2612
Kenfarb & Co
Kentucky
$428K
TWP
2613
Tempus Wealth Planning
California
$428K +$490K +2,407 New
MSS
2614
Mitchell Sinkler & Starr
Pennsylvania
$425K +$17.1K +84 +4%
NERM
2615
New England Research & Management
Illinois
$425K +$188K +925 +63%
BCM
2616
Bayesian Capital Management
New York
$425K +$487K +2,392 New
LSA
2617
Lion Street Advisors
Texas
$423K -$63.7K -313 -12%
PGH
2618
Partners Group Holding
Switzerland
$422K
LWP
2619
Lumature Wealth Partners
Georgia
$420K -$9.97K -49 -2%
PCFFS
2620
Pacific Center for Financial Services
California
$419K -$1.83K -9 -0.4%
FFG
2621
Frisch Financial Group
New York
$419K +$49.4K +243 +11%
HIS
2622
Horizon Investment Services
Indiana
$419K +$92.6K +455 +24%
MCM
2623
Manchester Capital Management
Vermont
$418K +$203 +1 +0%
TC
2624
TAGStone Capital
North Carolina
$418K +$814 +4 +0.2%
NPT
2625
Nixon Peabody Trust
Massachusetts
$418K -$102K -499 -18%

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.