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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
CAM
1101
Cypress Asset Management
Texas
$5.68M -$45.8K -225 -0.7%
CS
1102
Comerica Securities
Michigan
$5.68M +$6.71K +33 +0.1%
CG
1103
Cynosure Group
Utah
$5.66M +$12K +59 +0.2%
MWM
1104
Marietta Wealth Management
Georgia
$5.66M +$61.9K +304 +1%
CCM
1105
Chickasaw Capital Management
Tennessee
$5.65M -$18.1K -89 -0.3%
DAM
1106
Diamant Asset Management
Connecticut
$5.65M -$62.1K -305 -0.9%
PG
1107
Pendal Group
Australia
$5.64M +$813K +3,994 +14%
FCT
1108
Family Capital Trust
Massachusetts
$5.62M -$27.3K -134 -0.4%
AWMT
1109
AAFMAA Wealth Management & Trust
North Carolina
$5.62M -$430K -2,113 -6%
APA
1110
American Portfolios Advisors
New York
$5.6M -$205K -1,007 -3%
CWM
1111
Chronos Wealth Management
Florida
$5.59M -$238K -1,168 -4%
VAS
1112
Valicenti Advisory Services
New York
$5.55M -$2.19M -10,746 -26%
SAM
1113
Stansberry Asset Management
Texas
$5.54M +$535K +2,631 +9%
PCTC
1114
Perkins Coie Trust Company
Washington
$5.54M +$121K +594 +2%
TCA
1115
Transcend Capital Advisors
New Jersey
$5.52M +$61.5K +302 +1%
CWP
1116
CFM Wealth Partners
Texas
$5.5M +$38.3K +188 +0.6%
WC
1117
Woodstock Corp
Massachusetts
$5.49M -$24.2K -119 -0.4%
MCM
1118
McKinley Capital Management
Alaska
$5.49M -$40.9K -201 -0.6%
FTDI
1119
First Trust Direct Indexing
Massachusetts
$5.48M -$301K -1,480 -5%
MGP
1120
Metis Global Partners
California
$5.48M +$489K +2,405 +8%
CWM
1121
Concentric Wealth Management
California
$5.46M +$99.9K +491 +2%
SAM
1122
Sawgrass Asset Management
Florida
$5.45M -$347K -1,703 -5%
P
1123
Pitcairn
Pennsylvania
$5.45M -$59.4K -292 -0.9%
HCA
1124
Harbour Capital Advisors
Virginia
$5.45M -$50.9K -250 -0.8%
CIS
1125
Capital International Sarl
California
$5.4M +$533K +2,618 +9%

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.