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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
BBI
601
Baxter Bros Inc
Connecticut
$20.6M -$385K -1,894 -2%
BCM
602
Bowie Capital Management
Texas
$20.4M -$619K -3,044 -3%
NWM
603
Nicola Wealth Management
British Columbia, Canada
$20.4M +$124K +611 +0.5%
AP
604
Appleton Partners
Massachusetts
$20.4M -$409K -2,009 -2%
IGM
605
Incline Global Management
New York
$20.3M +$3.51M +17,243 +18%
CWM
606
Congress Wealth Management
Massachusetts
$20.3M +$907K +4,457 +4%
ZAM
607
Zevin Asset Management
Massachusetts
$20.1M +$127K +625 +0.6%
TAM
608
Trillium Asset Management
Massachusetts
$20M -$316K -1,553 -1%
NRS
609
Neville Rodie & Shaw
New York
$20M -$273K -1,341 -1%
FT
610
Fiduciary Trust
Massachusetts
$19.9M +$1.55M +7,641 +7%
DILIC
611
Dai-ichi Life Insurance Company
Japan
$19.8M -$1.73M -8,483 -7%
BC
612
Brookfield Corp
Ontario, Canada
$19.8M +$12.5M +61,494 +124%
PAM
613
Private Asset Management
California
$19.7M -$625K -3,070 -3%
RMA
614
Roffman Miller Associates
Pennsylvania
$19.6M -$14.9K -73 -0.1%
CW
615
Connectus Wealth
Ohio
$19.6M -$20.2M -99,263 -77%
MIAN
616
Mariner Independent Advisor Network
Kansas
$19.4M -$735K -3,614 -3%
BCM
617
BTR Capital Management
California
$19.4M -$300K -1,473 -1%
Los Angeles Capital Management
618
Los Angeles Capital Management
California
$19.3M +$1.84M +9,046 +9%
Cetera Investment Advisers
619
Cetera Investment Advisers
Illinois
$19.1M -$4.16M -20,442 -16%
SSA
620
Schonfeld Strategic Advisors
New York
$19.1M -$6.21M -30,509 -22%
AIM
621
Achmea Investment Management
Netherlands
$19M -$1.03M -5,080 -5%
SWM
622
Spire Wealth Management
Virginia
$19M -$9.43M -46,340 -30%
AWS
623
Atria Wealth Solutions
New York
$19M -$1.22M -5,983 -5%
HCMG
624
Howard Capital Management Group
California
$18.9M -$78.3K -385 -0.4%
OSAM
625
O'Shaughnessy Asset Management
Connecticut
$18.8M +$1.21M +5,942 +6%

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.