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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
AWM
3051
Ameliora Wealth Management
Switzerland
$101K +$116K +570 New
BC
3052
Barrett & Company
Rhode Island
$99.8K +$97.9K +481 New
LTI
3053
Laffer Tengler Investments
Tennessee
$99.7K +$12K +59 +12%
KTC
3054
Kistler-Tiffany Companies
Pennsylvania
$99K +$1.02K +5 +0.9%
BFPW
3055
BOK Financial Private Wealth
Colorado
$99K +$114K +560 New
SAM
3056
Sycomore Asset Management
France
$97K +$18.3K +90 +20%
AWM
3057
Accel Wealth Management
Iowa
$96K -$41.3K -203 -28%
LWA
3058
Lowe Wealth Advisors
Maryland
$96K
LSA
3059
Lansing Street Advisors
Pennsylvania
$93K +$203 +1 +0.2%
FNBOSM
3060
First National Bank of South Miami
Florida
$92K -$41.3K -203 -28%
IA
3061
IFS Advisors
Kansas
$92K +$83K +408 +371%
ARS
3062
Adirondack Retirement Specialists
New York
$90K +$103K +507 New
OLVIG
3063
Oliver Lagore Vanvalin Investment Group
Michigan
$89K +$11.6K +57 +13%
FA
3064
Financial Avengers
California
$84K +$203 +1 +0.2%
HWM
3065
HighMark Wealth Management
Minnesota
$81K
AWM
3066
Abound Wealth Management
Tennessee
$79.8K +$91.4K +449 New
TC
3067
Tacita Capital
Ontario, Canada
$79K
NR
3068
Newfound Research
Massachusetts
$78K -$9.56K -47 -10%
VAM
3069
Vienna Asset Management
California
$78K +$89.3K +439 New
TCM
3070
Tradewinds Capital Management
Washington
$77K -$4.68K -23 -5%
SFCL
3071
Strengthening Families & Communities LLC
Massachusetts
$77K
LFA
3072
Legend Financial Advisors
Pennsylvania
$75.3K +$86.3K +424 New
ICM
3073
Islay Capital Management
Texas
$75K -$59.8K -294 -41%
SC
3074
Stephens Consulting
Michigan
$74.5K
PG
3075
Proffitt & Goodson
Tennessee
$72K -$1.22K -6 -1%

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.