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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
LPP
3101
Life Planning Partners
Florida
$43.3K
T2I
3102
Turim 21 Investimentos
Brazil
$43K
BCM
3103
Bourgeon Capital Management
Connecticut
$43K +$7.73K +38 +18%
HH
3104
HWG Holdings
Texas
$43K +$49.4K +243 New
DI
3105
Disciplined Investments
Oklahoma
$42K -$3.46K -17 -7%
HGWM
3106
Harvest Group Wealth Management
Massachusetts
$40K
IAMOG
3107
Investors Asset Management of Georgia
Georgia
$40K
RDIA
3108
RE Dickinson Investment Advisors
Iowa
$37K -$15.9K -78 -27%
AW
3109
Avion Wealth
Texas
$37K -$8.75K -43 -17%
RBC
3110
Roble Belko & Company
Pennsylvania
$37K
AP
3111
Atwood & Palmer
Missouri
$36K
MCA
3112
Maryland Capital Advisors
Maryland
$36K
TCM
3113
TD Capital Management
Tennessee
$36K +$40.9K +201 New
EIM
3114
Essex Investment Management
Massachusetts
$35K
CMA
3115
Cedar Mountain Advisors
Oregon
$34K
RDFA
3116
Ritter Daniher Financial Advisory
Ohio
$32K
DCM
3117
Disciplina Capital Management
Tennessee
$32K
SSC
3118
Syverson Strege & Co
Iowa
$31K -$15.3K -75 -30%
AA
3119
AlphaMark Advisors
Kentucky
$31K -$10.2K -50 -22%
EAM
3120
Eukles Asset Management
Ohio
$31K
RA
3121
Rise Advisors
New York
$29K +$203 +1 +0.6%
CL
3122
COWA LLC
Oklahoma
$29K +$32.8K +161 New
CFG
3123
CKW Financial Group
Hawaii
$27K
BBPWM
3124
Blue Bell Private Wealth Management
Pennsylvania
$26K
MFA
3125
McClarren Financial Advisors
Pennsylvania
$26K +$30.3K +149 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.