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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
MWM
1576
Mattern Wealth Management
Kansas
$2.64M -$12.8K -63 -0.4%
AWM
1577
Activest Wealth Management
Florida
$2.62M +$2.89M +14,197 +4,507%
ESB
1578
Essex Savings Bank
Connecticut
$2.61M +$610 +3 +0%
JWM
1579
Jackson Wealth Management
Florida
$2.6M -$2.04K -10 -0.1%
CICI
1580
Capital Investment Counsel Inc
North Carolina
$2.6M -$34.4K -169 -1%
SFS
1581
Stiles Financial Services
Minnesota
$2.6M +$154K +758 +5%
RF
1582
Robbins Farley
New Hampshire
$2.59M +$2.97M +14,598 New
NL
1583
NVWM LLC
Pennsylvania
$2.59M -$43.3K -213 -1%
HI
1584
Harbour Investments
Wisconsin
$2.59M
BC
1585
Bartlett & Co
Ohio
$2.59M -$84.4K -415 -3%
BCWM
1586
Bartlett & Co Wealth Management
Ohio
$2.59M -$84.4K -415 -3%
OIS
1587
Okabena Investment Services
Minnesota
$2.58M -$378K -1,858 -11%
IFWM
1588
Institute for Wealth Management
Colorado
$2.57M +$9.16K +45 +0.3%
CG
1589
Cutler Group
California
$2.57M +$2.94M +14,469 New
KFP
1590
KMG Fiduciary Partners
Ohio
$2.57M -$62.3K -306 -2%
MCM
1591
MV Capital Management
Maryland
$2.56M +$29.9K +147 +1%
WWM
1592
Wolff Wiese Magana
California
$2.55M -$139K -685 -5%
FMTCOCP
1593
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.55M -$55.8K -274 -2%
T
1594
TCWP
Ohio
$2.55M +$153K +753 +6%
PBT
1595
Pictet Bank & Trust
Bahamas
$2.53M -$1.39M -6,843 -32%
ISWM
1596
Independent Solutions Wealth Management
New York
$2.53M -$41.7K -205 -1%
TA
1597
Townsend & Associates
Colorado
$2.53M +$65.1K +320 +3%
RCG
1598
Regatta Capital Group
California
$2.53M +$842K +4,138 +47%
HH
1599
Hilltop Holdings
Texas
$2.52M -$16.7K -82 -0.6%
PWPS
1600
Pinnacle Wealth Planning Services
Ohio
$2.52M +$202K +995 +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.