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3,176 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, 1,350 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: 3,2363,176 (-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
3,176
Holders Change
-60
Holders Change %
-1.85%
% of All Funds
54.71%
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
1,350
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
CAN
2801
Claraphi Advisory Network
United States
$304K -$31.9K -157 -8%
CCP
2802
Carmel Capital Partners
California
$304K +$3.87K +19 +1%
CCM
2803
Crabel Capital Management
California
$304K +$349K +1,713 New
FP
2804
Financial Perspectives
Minnesota
$304K
TWA
2805
TPB Wealth Advisors
Texas
$303K -$47.2K -232 -12%
SWM
2806
Silverlake Wealth Management
Vermont
$302K +$10.6K +52 +3%
FDS
2807
Freedom Day Solutions
Texas
$302K -$1.98M -9,719 -85%
JEST
2808
JTC Employer Solutions Trustee
Jersey
$302K
W
2809
Wealthquest
Ohio
$301K -$4.07K -20 -1%
MAM
2810
Marquette Asset Management
Minnesota
$301K -$1.22K -6 -0.4%
RTS
2811
Round Table Services
New Jersey
$301K +$75.5K +371 +28%
DWP
2812
Destiny Wealth Partners
Florida
$300K -$9.77K -48 -3%
BWA
2813
Burt Wealth Advisors
Maryland
$300K
BMWM
2814
Brown Miller Wealth Management
Virginia
$299K
DW
2815
Domani Wealth
Pennsylvania
$299K
BWA
2816
Beam Wealth Advisors
Louisiana
$299K +$6.92K +34 +2%
WC
2817
Westhampton Capital
North Carolina
$298K -$2.24K -11 -0.7%
EWA
2818
ERTS Wealth Advisors
Michigan
$298K -$1.22K -6 -0.4%
VDI
2819
Vaughan David Investments
Illinois
$298K +$118K +581 +53%
XS
2820
XR Securities
Illinois
$297K -$2.28M -11,198 -87%
JWM
2821
Janiczek Wealth Management
Colorado
$296K -$167K -821 -34%
CS
2822
Cannell & Spears
New York
$296K
MHR
2823
Matthew Hamilton Rosenberg
$295K +$15.7K +77 +5%
DIA
2824
Dean Investment Associates
Ohio
$295K +$338K +1,663 New
CIAS
2825
CFS Investment Advisory Services
New Jersey
$295K +$59.7M +293,188 +18,498%

V Hedge Fund Activity: Q3 2022 in Review

3,176 of the 5,805 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 1,350 added.

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

  • 3,176 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.
  • 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.