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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
MW
3076
Milestone Wealth
New York
$72K
FA
3077
Financial Advantage
Maryland
$71K
LSV Asset Management
3078
LSV Asset Management
Illinois
$71K
BHWM
3079
Bay Harbor Wealth Management
Maryland
$70K
GAG
3080
Goodman Advisory Group
Massachusetts
$69K -$42.3K -208 -35%
DWMG
3081
DB Wealth Management Group
California
$68K
IWP
3082
IAG Wealth Partners
Wisconsin
$68K +$28.3K +139 +58%
MIP
3083
Mondrian Investment Partners
United Kingdom
$67.1K -$3.58M -17,592 -4%
GG
3084
Gleason Group
Kentucky
$67K +$203 +1 +0.3%
CYG
3085
Clean Yield Group
Vermont
$67K +$2.44K +12 +3%
MUMSS
3086
Mitsubishi UFJ Morgan Stanley Securities
Japan
$66K
BDS
3087
Banco de Sabadell
Florida
$64K
EA
3088
Evolution Advisers
Virginia
$64K
PA
3089
PSI Advisors
Florida
$61K +$13.2K +65 +24%
CJL
3090
Cyrus J. Lawrence
New York
$60K
JWBC
3091
John W. Brooker & Co
California
$60K
TC
3092
Truvestments Capital
Florida
$58K -$20.3K -100 -23%
FMP
3093
Financial Management Professionals
Texas
$56K -$112K -550 -64%
MIHAS
3094
Maj Invest Holding A/S
Denmark
$53K
EC
3095
Estate Counselors
Wisconsin
$52K
IFA
3096
Interactive Financial Advisors
Illinois
$51K
GM
3097
GeoWealth Management
Illinois
$51K +$5.09K +25 +9%
IRC
3098
Investors Research Corp
Georgia
$50K +$6.71K +33 +13%
SC
3099
Schubert & Co
Texas
$44K -$15.9K -78 -24%
MDCM
3100
Morgan Dempsey Capital Management
Wisconsin
$44K +$50.5K +248 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.