We are live on ! Find out more

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
PWP
3151
Principle Wealth Partners
Connecticut
$6.8K -$137K -672 -2%
CM
3152
Cornerstone Management
Georgia
$6.04K
SA
3153
SRH Advisors
Kansas
$6K +$1.22K +6 +21%
PPWM
3154
PFG Private Wealth Management
Florida
$6K +$3.26K +16 +89%
HF
3155
Halpern Financial
Virginia
$5.68K -$4.48K -22 -41%
YAL
3156
Your Advocates Ltd
Texas
$5K -$5.49K -27 -50%
CWA
3157
Carolina Wealth Advisors
South Carolina
$4K
LIM
3158
Longfellow Investment Management
Massachusetts
$4K
MIM
3159
Macroview Investment Management
Maryland
$4K
UFF
3160
USA Financial Formulas
Michigan
$4K +$203 +1 +5%
TJHA
3161
Thomas J. Herzfeld Advisors
Florida
$4K +$2.65K +13 +144%
BIM
3162
Baldwin Investment Management
Pennsylvania
$3.89K -$244K -1,198 -5%
RG
3163
Retirement Group
California
$3K -$16.7K -82 -81%
TFA
3164
Transamerica Financial Advisors
Florida
$3K -$5.49K -27 -61%
JIR
3165
James Investment Research
Ohio
$3K
SAM
3166
Strategic Asset Management
Minnesota
$3K +$25K +123 +154%
FSWA
3167
Financial Synergies Wealth Advisors
Texas
$2.67K
DCM
3168
Davidson Capital Management
Texas
$2K +$407 +2 +17%
FHC
3169
First Heartland Consultants
Missouri
$1.53K -$48.4K -238 -3%
EWM
3170
Executive Wealth Management
Michigan
$1.05K -$1.01M -4,966 -83%
NDSI
3171
Newman Dignan & Sheerar Inc
Rhode Island
$1.03K -$24.4K -120 -2%
GWMI
3172
Guardian Wealth Management (Illinois)
Illinois
$1K
AWMS
3173
Advocacy Wealth Management Services
Georgia
$1K +$814 +4 New
LFGH
3174
Lee Financial Group Hawaii
Hawaii
$295 -$79.2K -389 -19%
FGAM
3175
Financial Gravity Asset Management
Texas
$152 -$34.8K -171 -10%

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.