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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
PWM
2951
PRW Wealth Management
Massachusetts
$228K +$7.33K +36 +3%
CFFP
2952
Center for Financial Planning
Michigan
$228K +$8.75K +43 +3%
CRI
2953
Colonial River Investments
Virginia
$226K -$50.1K -246 -16%
CCG
2954
Coastwise Capital Group
California
$226K -$8.75K -43 -3%
CCC
2955
Chelsea Counsel Company
California
$224K -$609K -2,992 -70%
MWM
2956
Mascoma Wealth Management
New Hampshire
$223K -$9.36K -46 -4%
FCMC
2957
Founders Capital Management (Connecticut)
Connecticut
$223K
WCAMG
2958
Woodard & Company Asset Management Group
North Carolina
$223K +$38.7K +190 +18%
KAM
2959
KEB Asset Management
Illinois
$222K -$24K -118 -9%
FWP
2960
Firethorn Wealth Partners
Georgia
$222K -$19.1K -94 -7%
FCMT
2961
Founders Capital Management (Texas)
Texas
$222K
PFA
2962
Pathway Financial Advisors
Vermont
$221K
BAS
2963
Brown Advisory Securities
Maryland
$220K -$846K -4,158 -77%
CCA
2964
Catalyst Capital Advisors
New York
$220K
LWANC
2965
Laurel Wealth Advisors (North Carolina)
North Carolina
$220K +$29.3K +144 +13%
LJHT
2966
Laurie J. Hall Trustee
$219K
PRWA
2967
Platte River Wealth Advisors
Colorado
$219K
VWM
2968
Valley Wealth Managers
New Jersey
$219K +$22.2K +109 +10%
IF
2969
Integrity Financial
Wyoming
$218K
DC
2970
Diametric Capital
Massachusetts
$216K +$247K +1,215 New
CPC
2971
Consolidated Planning Corp
Georgia
$215K -$39.7K -195 -14%
TDC
2972
Thompson Davis & Co
Virginia
$215K -$28.5K -140 -10%
ER
2973
Enlightenment Research
Florida
$213K -$448K -2,200 -65%
CHAM
2974
Clear Harbor Asset Management
Connecticut
$213K -$22.2K -109 -8%
ODG
2975
O'Dell Group
Ohio
$213K -$610 -3 -0.2%

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.