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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
OFG
2901
Oxford Financial Group
Indiana
$251K -$21K -103 -7%
ML
2902
McAdam LLC
Pennsylvania
$251K -$2.44K -12 -0.8%
HNWAG
2903
High Net Worth Advisory Group
Florida
$250K -$96.7K -475 -25%
AWM
2904
Accurate Wealth Management
Florida
$249K -$491K -2,414 -64%
FCFC
2905
First Citizens Financial Corp
Iowa
$249K -$13.2K -65 -4%
WWP
2906
Waypoint Wealth Partners
California
$248K -$16.9K -83 -6%
CCP
2907
Cassia Capital Partners
North Carolina
$247K -$7.12K -35 -2%
KPWG
2908
KFA Private Wealth Group
Virginia
$247K +$203 +1 +0.1%
III
2909
Independent Investors Inc
New York
$247K +$1.83K +9 +0.7%
HFS
2910
Howard Financial Services
Texas
$247K +$15.1K +74 +6%
GFPC
2911
Global Financial Private Client
Florida
$246K +$25K +123 +10%
CWS
2912
Cypress Wealth Services
California
$246K -$198K -971 -42%
PCA
2913
Peddock Capital Advisors
Massachusetts
$246K
CC
2914
Centiva Capital
New York
$245K -$38.1K -187 -12%
DGAM
2915
Desjardins Global Asset Management
Quebec, Canada
$245K +$120K +590 +75%
IIA
2916
IPG Investment Advisors
California
$244K -$320K -1,571 -53%
AMG
2917
Advisors Management Group
Wisconsin
$243K -$1.22K -6 -0.4%
CMS
2918
Capital Market Strategies
Florida
$242K -$44.8K -220 -14%
CFC
2919
Coyle Financial Counsel
Illinois
$241K -$964K -4,739 -78%
AIIMS
2920
Analyst IMS Investment Management Services
Israel
$241K -$219K -1,075 -45%
SIC
2921
Schwartz Investment Counsel
Michigan
$240K -$86.8M -426,450 -100%
BRA
2922
Biechele Royce Advisors
Indiana
$240K -$15.3K -75 -5%
BIA
2923
Biondo Investment Advisors
Pennsylvania
$240K
TPW
2924
Tiller Private Wealth
Pennsylvania
$239K -$193K -949 -41%
FC
2925
Financial Council
Maryland
$237K +$271K +1,332 New

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.