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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
CHA
2926
Cooper/Haims Advisors
New York
$236K -$27.3K -134 -9%
NA
2927
Nottingham Advisors
New York
$236K +$11.4K +56 +4%
DP
2928
Divergent Planning
Maryland
$235K
BTIM
2929
BancFirst Trust & Investment Management
Oklahoma
$235K +$266K +1,306 New
MWA
2930
Motive Wealth Advisors
Michigan
$235K +$269K +1,321 New
TCWA
2931
Ten Capital Wealth Advisors
Washington
$234K +$34.6K +170 +15%
EWA
2932
Evolution Wealth Advisors
Florida
$233K -$547K -2,690 -67%
ZIMP
2933
Zimmermann Investment Management & Planning
Pennsylvania
$233K -$68.6K -337 -20%
FC
2934
Fusion Capital
South Carolina
$233K -$18.9K -93 -7%
CIC
2935
Cutler Investment Counsel
Oregon
$233K
HWA
2936
HHM Wealth Advisors
Tennessee
$232K -$978K -4,805 -79%
AWAP
2937
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$232K -$6.11K -30 -2%
TFF
2938
The Family Firm
Maryland
$232K +$407 +2 +0.2%
EIG
2939
Ellenbecker Investment Group
Wisconsin
$232K +$18.7K +92 +8%
NFP
2940
Narus Financial Partners
Utah
$231K -$35.8K -176 -12%
SAM
2941
Synergy Asset Management
Washington
$231K -$470K -2,312 -64%
BWM
2942
BCS Wealth Management
Tennessee
$231K -$112K -549 -30%
AFS
2943
Annapolis Financial Services
Maryland
$231K -$94.4K -464 -26%
GHAM
2944
Gilman Hill Asset Management
Connecticut
$231K -$58K -285 -18%
DWM
2945
Defined Wealth Management
Oregon
$231K +$264K +1,298 New
GCAC
2946
Guardian Capital Advisors (Canada)
Ontario, Canada
$230K -$35.6K -175 -12%
RCM
2947
Raleigh Capital Management
North Carolina
$230K -$34.8K -171 -12%
HWM
2948
Horizon Wealth Management
Illinois
$229K -$136K -670 -34%
CIA
2949
Caerus Investment Advisors
Texas
$229K -$102K -500 -28%
CAGAS
2950
Capital Advisory Group Advisory Services
Minnesota
$228K +$5.29K +26 +2%

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.