We are live on ! Find out more

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
KMWM
1701
Keudell/Morrison Wealth Management
Oregon
$2.12M -$151K -744 -6%
WP
1702
WealthSource Partners
California
$2.11M +$378K +1,856 +19%
BWM
1703
BNC Wealth Management
Oregon
$2.1M -$136K -668 -5%
PCS
1704
Personal CFO Solutions
New Jersey
$2.1M -$402K -1,975 -14%
CWAG
1705
Compton Wealth Advisory Group
Virginia
$2.09M +$91K +447 +4%
MBT
1706
Montecito Bank & Trust
California
$2.09M +$18.3K +90 +0.8%
SWP
1707
Strategic Wealth Partners
Ohio
$2.08M +$61.7K +303 +3%
CH
1708
Canton Hathaway
Rhode Island
$2.07M -$30.5K -150 -1%
SIM
1709
Sentry Investment Management
Wisconsin
$2.07M +$36.6K +180 +2%
BFS
1710
Bard Financial Services
Connecticut
$2.06M -$102K -500 -4%
MAWCM
1711
Mine & Arao Wealth Creation & Management
California
$2.06M -$11.8K -58 -0.5%
ANB
1712
Amarillo National Bank
Texas
$2.05M -$51.1K -251 -2%
IGWM
1713
ICA Group Wealth Management
Colorado
$2.05M +$103K +504 +5%
TA
1714
TFG Advisers
Michigan
$2.05M +$13.4K +66 +0.6%
IAS
1715
IMA Advisory Services
Colorado
$2.05M -$85.9K -422 -4%
CAWM
1716
Capital Advisors Wealth Management
Washington
$2.04M +$3.87K +19 +0.2%
EBT
1717
Enterprise Bank & Trust
Massachusetts
$2.04M +$10.2K +50 +0.4%
DSC
1718
Duncker Streett & Co
Missouri
$2.03M -$25.4K -125 -1%
WG
1719
Winton Group
United Kingdom
$2.02M -$399K -1,959 -15%
CWM
1720
Cornerstone Wealth Management
Missouri
$2.02M +$82.4K +405 +4%
HFM
1721
Harvest Fund Management
China
$2.02M -$136K -668 -6%
SIC
1722
Sterling Investment Counsel
New York
$2.01M +$104K +509 +5%
CC
1723
Cypress Capital
Tennessee
$2.01M +$125K +613 +6%
MAM
1724
Mystic Asset Management
Rhode Island
$2.01M -$7.73K -38 -0.3%
AC
1725
Arjuna Capital
North Carolina
$2M +$1.06M +5,189 +85%

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.