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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 118 funds opening new positions, 1,350 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: 1,350 | Existing positions reduced: 1,359

2% less funds holding

Funds holding: 3,2363,177 (-59)

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)

14% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 137

Holders
3,177
Holders Change
-59
Holders Change %
-1.82%
% 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
118
Increased
1,350
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
SCFS
2701
S.C. Financial Services
Arizona
$372K +$19.5K +96 +5%
TCM
2702
Towercrest Capital Management
Pennsylvania
$368K -$10.2K -50 -2%
OPWM
2703
Oakwell Private Wealth Management
Texas
$368K +$11.2K +55 +3%
PCOC
2704
Power Corp of Canada
Canada
$368K +$421K +2,069 New
RTC
2705
Riverview Trust Company
Washington
$367K -$205K -1,005 -33%
LA
2706
LexAurum Advisors
Kansas
$366K -$2.04K -10 -0.5%
MFS
2707
Mirabella Financial Services
United Kingdom
$364K -$2.38M -11,677 -85%
OPOWM
2708
One Plus One Wealth Management
Florida
$363K -$25.4K -125 -6%
LWP
2709
Legacy Wealth Planning
Nevada
$363K +$5.09K +25 +1%
CSWM
2710
Cassady Schiller Wealth Management
Ohio
$363K +$33.2K +163 +9%
SCM
2711
SOL Capital Management
Maryland
$362K
TAIM
2712
TD Ameritrade Investment Management
Nebraska
$361K -$36K -177 -8%
CPWA
2713
Cerro Pacific Wealth Advisors
California
$360K -$153K -753 -27%
EWP
2714
Engrave Wealth Partners
Texas
$360K +$93.4K +459 +29%
RWM
2715
RKL Wealth Management
Pennsylvania
$359K -$20.3K -100 -5%
WMA
2716
West Michigan Advisors
Michigan
$359K +$4.48K +22 +1%
NWM
2717
NEIRG Wealth Management
Massachusetts
$358K -$129K -635 -24%
MWPCG
2718
Measured Wealth Private Client Group
New Hampshire
$358K -$28.7K -141 -7%
CWM
2719
C2C Wealth Management
Arizona
$358K -$10.2K -50 -3%
FA
2720
Fountainhead AM
New Jersey
$357K -$3.66K -18 -0.9%
CL
2721
CIM LLC
New York
$356K -$22.2K -109 -6%
CWA
2722
Canvas Wealth Advisors
Kansas
$356K +$2.04K +10 +0.6%
AIP
2723
ARS Investment Partners
New York
$355K -$35.6K -175 -8%
MIM
2724
Merrion Investment Management
New Jersey
$355K
PCC
2725
Park Circle Company
Maryland
$355K

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 118 opened new positions — a net loss of 19 holders — while 1,359 trimmed existing stakes and 1,350 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 3,236 in Q2 2022.
  • Funds reported $278B of Visa stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 118 funds opened new Visa positions in Q3 2022 and 137 closed out, a net change of -19 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.