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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 117 funds opening new positions, 1,351 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: 1,351 | Existing positions reduced: 1,359

2% less funds holding

Funds holding: 3,2373,177 (-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
3,177
Holders Change
-60
Holders Change %
-1.85%
% 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
117
Increased
1,351
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
CW
1401
CreativeOne Wealth
Kansas
$3.36M +$762K +3,745 +25%
BP
1402
Ballentine Partners
Massachusetts
$3.33M +$453K +2,226 +13%
WDA
1403
Wendell David Associates
New Hampshire
$3.32M +$14.4K +71 +0.4%
SWM
1404
SeaCrest Wealth Management
New York
$3.31M -$45.8K -225 -1%
NC
1405
Northcape Capital
Australia
$3.31M -$638K -3,134 -14%
WGCA
1406
Wolf Group Capital Advisors
Virginia
$3.31M -$4.48K -22 -0.1%
TAM
1407
Trust Asset Management
Texas
$3.31M +$247K +1,213 +7%
CA
1408
Cornerstone Advisory
Maryland
$3.31M +$65.5K +322 +2%
WIM
1409
WealthPlan Investment Management
Nebraska
$3.31M +$3.24M +15,910 New
SB
1410
Strategic Blueprint
Georgia
$3.3M -$118K -582 -3%
AT
1411
Arden Trust
Delaware
$3.3M +$44K +216 +1%
LSAG
1412
Lake Street Advisors Group
New Hampshire
$3.29M -$180K -886 -5%
FSA
1413
Fort Sheridan Advisors
Illinois
$3.29M -$108K -530 -3%
SFS
1414
Strategic Financial Services
New York
$3.29M -$164K -807 -4%
HIM
1415
Hotaling Investment Management
Pennsylvania
$3.29M -$1.02M -5,010 -21%
BST
1416
Bath Savings Trust
Maine
$3.28M -$19.5K -96 -0.5%
HVP
1417
Hudson Value Partners
Florida
$3.27M +$140K +688 +4%
LMKC
1418
L.M. Kohn & Company
Ohio
$3.27M +$47.2K +232 +1%
BCFS
1419
Butensky & Cohen Financial Security
Florida
$3.27M +$297K +1,460 +9%
MCIA
1420
Mountain Capital Investment Advisors
Colorado
$3.27M -$3.46K -17 -0.1%
SWM
1421
Selective Wealth Management
Virginia
$3.26M -$386K -1,897 -9%
BAM
1422
Belpointe Asset Management
Nevada
$3.26M +$127K +625 +4%
S
1423
Surevest
California
$3.25M +$30.7K +151 +0.8%
MCCP
1424
Mission Creek Capital Partners
California
$3.25M -$10.8K -53 -0.3%
JAG
1425
Journey Advisory Group
Kentucky
$3.25M +$285K +1,400 +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 117 opened new positions — a net loss of 20 holders — while 1,359 trimmed existing stakes and 1,351 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 3,237 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.