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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
SIA
1301
Schechter Investment Advisors
Michigan
$3.89M -$1.35M -6,658 -23%
MAM
1302
Meeder Asset Management
Ohio
$3.88M +$304K +1,494 +7%
TLP
1303
Trinity Legacy Partners
Texas
$3.87M -$140K -687 -3%
MGAM
1304
McGowan Group Asset Management
Texas
$3.87M -$57K -280 -1%
DBT
1305
Dubuque Bank & Trust
Iowa
$3.85M -$412K -2,027 -9%
PR
1306
Payden & Rygel
California
$3.84M +$956K +4,700 +28%
WG
1307
Welch Group
Alabama
$3.83M +$213K +1,045 +5%
CC
1308
Cannell & Co
New York
$3.83M -$824K -4,050 -16%
FNBOMD
1309
First National Bank of Mount Dora
Florida
$3.83M -$131K -643 -3%
EW
1310
Evoke Wealth
California
$3.79M -$228K -1,122 -5%
TFS
1311
Thoroughbred Financial Services
Tennessee
$3.78M -$1.89M -9,270 -30%
5L
1312
55I LLC
Massachusetts
$3.78M +$2M +9,837 +86%
BRC
1313
Bishop Rock Capital
New York
$3.78M -$871K -4,281 -17%
HKIM
1314
Hayek Kallen Investment Management
Alabama
$3.78M -$11K -54 -0.3%
RCM
1315
RB Capital Management
Nevada
$3.77M +$201K +987 +5%
LFM
1316
LGT Fund Management
Liechtenstein
$3.77M -$4.6M -22,586 -52%
TC
1317
Taika Capital
Florida
$3.77M +$4.31M +21,200 New
HAIM
1318
Hunter Associates Investment Management
Pennsylvania
$3.77M -$4.88K -24 -0.1%
MWA
1319
Meridian Wealth Advisors
Texas
$3.76M -$300K -1,475 -7%
ICG
1320
InterOcean Capital Group
Tennessee
$3.76M +$468K +2,298 +12%
HWA
1321
Heritage Wealth Advisors
Virginia
$3.75M -$17.1K -84 -0.4%
LWM
1322
Laidlaw Wealth Management
New York
$3.75M +$33.2K +163 +0.8%
CNBTD
1323
Citizens National Bank Trust Department
Mississippi
$3.75M -$2.85K -14 -0.1%
MHS
1324
M Holdings Securities
Oregon
$3.74M -$184K -902 -4%
ECM
1325
Exchange Capital Management
Michigan
$3.74M -$89.9K -442 -2%

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.