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3,177 hedge funds and large institutions have $278B invested in Visa in 2022 Q3 according to their latest regulatory filings, with 118 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: 3,2363,177 (-59)

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)

14% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 137

Holders
3,177
Holders Change
-59
Holders Change %
-1.82%
% of All Funds
54.72%
Holding in Top 10
433
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-11.09%
% of All Funds
7.46%
New
118
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
SCM
1076
Sitrin Capital Management
California
$6.02M +$153K +751 +2%
AWM
1077
Apollon Wealth Management
South Carolina
$6.01M +$396K +1,944 +6%
CWG
1078
Cornerstone Wealth Group
North Carolina
$5.98M -$73.9K -363 -1%
JAM
1079
JCIC Asset Management
Ontario, Canada
$5.97M -$296K -1,457 -5%
NG
1080
NWK Group
California
$5.94M -$273K -1,341 -4%
CT
1081
Caldwell Trust
Florida
$5.92M -$212K -1,044 -3%
IA
1082
IFP Advisors
Florida
$5.92M +$839K +4,121 +7%
BFG
1083
Berger Financial Group
Minnesota
$5.92M -$10.8K -53 -0.2%
RPC
1084
Rossmore Private Capital
Connecticut
$5.91M -$4.07K -20 -0.1%
WCM
1085
Whitener Capital Management
North Carolina
$5.9M -$112K -552 -2%
SCA
1086
Stokes Capital Advisors
South Carolina
$5.87M +$27.9K +137 +0.4%
VWA
1087
V Wealth Advisors
Kansas
$5.87M -$280K -1,374 -4%
OCM
1088
Olstein Capital Management
New York
$5.86M
BCM
1089
Buckhead Capital Management
Georgia
$5.86M +$29.1K +143 +0.4%
ST
1090
Spinnaker Trust
Maine
$5.85M -$70K -344 -1%
AMM
1091
American Money Management
California
$5.85M +$11.4K +56 +0.2%
GP
1092
Greenline Partners
New York
$5.82M +$153K +751 +2%
WCM
1093
Wisconsin Capital Management
Wisconsin
$5.81M -$569K -2,796 -8%
ZB
1094
Zions Bancorporation
Utah
$5.8M -$315K -1,546 -5%
SGA
1095
Strategic Global Advisors
California
$5.79M -$256K -1,258 -4%
CIM
1096
Corbyn Investment Management
Maryland
$5.78M -$307K -1,511 -4%
HWA
1097
HCR Wealth Advisors
California
$5.78M -$129K -636 -2%
RCM
1098
RNC Capital Management
California
$5.76M +$774K +3,802 +13%
IWA
1099
Icon Wealth Advisors
Texas
$5.72M +$6.55M +32,192 New
PFS
1100
Prospera Financial Services
Texas
$5.71M -$571K -2,805 -8%

V Hedge Fund Activity: Q3 2022 in Review

3,177 of the 5,806 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 118 opened new positions — a net loss of 19 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.

  • 3,177 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.
  • 118 funds opened new Visa positions in Q3 2022 and 137 closed out, a net change of -19 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.