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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
CWMU
1726
Caliber Wealth Management (Utah)
Utah
$2M -$67.4K -331 -3%
EWM
1727
Evermay Wealth Management
Virginia
$1.99M +$38.3K +188 +2%
CFMC
1728
Curbstone Financial Management Corp
New Hampshire
$1.99M -$21.2K -104 -0.9%
RMAM
1729
Raab & Moskowitz Asset Management
New Jersey
$1.98M -$182K -895 -7%
NL
1730
Navalign LLC
California
$1.98M +$12.2K +60 +0.5%
ETC
1731
Exchange Traded Concepts
Oklahoma
$1.98M +$1.04M +5,108 +84%
BIA
1732
Benchmark Investment Advisors
Illinois
$1.97M +$612K +3,009 +37%
AOWM
1733
Alpha Omega Wealth Management
Virginia
$1.97M -$85.3K -419 -4%
MCC
1734
Malaga Cove Capital
California
$1.96M +$185K +908 +9%
TGCMU
1735
Titan Global Capital Management USA
New York
$1.96M +$363K +1,782 +19%
1WA
1736
180 Wealth Advisors
Washington
$1.96M +$203 +1 +0%
SIC
1737
SJS Investment Consulting
Ohio
$1.96M +$2.24M +11,016 New
GPA
1738
Garrison Point Advisors
California
$1.95M -$4.07K -20 -0.2%
AWA
1739
Arkadios Wealth Advisors
Georgia
$1.95M +$336K +1,650 +18%
LFP
1740
Leeward Financial Partners
Washington
$1.94M +$65.1K +320 +3%
SHFA
1741
SS&H Financial Advisors
Michigan
$1.93M -$30.5K -150 -1%
DL
1742
DOHJ LLC
Washington
$1.93M +$90.8K +446 +4%
RIA
1743
Richwood Investment Advisors
Ohio
$1.93M +$139K +681 +7%
WSC
1744
Wellington Shields & Co
New York
$1.93M +$27.3K +134 +1%
SSI
1745
Scott & Selber Inc
Texas
$1.93M +$7.94K +39 +0.4%
WA
1746
Wealth Alliance
New York
$1.92M -$255K -1,253 -10%
AWE
1747
Avidian Wealth Enterprises
Texas
$1.91M +$50.3K +247 +2%
MC
1748
Martin & Co
Tennessee
$1.91M +$30.1K +148 +1%
OAM
1749
Occidental Asset Management
California
$1.91M +$81.2K +399 +4%
MLA
1750
My Legacy Advisors
Oregon
$1.91M +$142K +700 +7%

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.