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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
SMH
1826
Sanders Morris Harris
Texas
$1.64M +$610 +3 +0%
AWG
1827
Altus Wealth Group
Colorado
$1.64M
AGAM
1828
Audent Global Asset Management
California
$1.63M -$44.4K -218 -2%
SMC
1829
Smith, Moore & Co
Missouri
$1.63M +$41.9K +206 +2%
IP
1830
Intellectus Partners
California
$1.63M +$282K +1,387 +18%
SHWM
1831
Silicon Hills Wealth Management
Texas
$1.63M -$94.6K -465 -5%
SLWA
1832
San Luis Wealth Advisors
California
$1.63M +$826K +4,057 +79%
GFP
1833
Gryphon Financial Partners
Ohio
$1.63M +$5.09K +25 +0.3%
JCM
1834
Jacobsen Capital Management
Utah
$1.63M -$351K -1,724 -16%
DMBA
1835
Deseret Mutual Benefit Administrators
Utah
$1.62M -$326K -1,603 -15%
PHS
1836
Pekin Hardy Strauss
Illinois
$1.62M -$973K -4,781 -34%
TNAM
1837
Terra Nova Asset Management
New York
$1.62M +$36.2K +178 +2%
SW
1838
SkyOak Wealth
Michigan
$1.62M +$61K +300 +3%
GLA
1839
Good Life Advisors
Pennsylvania
$1.62M +$53.5K +263 +3%
MSFP
1840
Mark Sheptoff Financial Planning
Connecticut
$1.61M -$130K -641 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1841
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.61M -$6.98M -34,285 -79%
B
1842
Barings
North Carolina
$1.61M -$1.29M -6,329 -41%
TFP
1843
Tilia Fiduciary Partners
North Carolina
$1.61M +$58.2K +286 +3%
AO
1844
Advisor OS
Illinois
$1.6M -$312K -1,531 -15%
DI
1845
DAGCO Inc
Ohio
$1.6M -$49.9K -245 -3%
CCM
1846
Cox Capital Management
Massachusetts
$1.6M +$127K +623 +7%
JCM
1847
Jag Capital Management
Missouri
$1.6M +$1.3M +6,380 +245%
GSWM
1848
Greenup Street Wealth Management
Michigan
$1.59M +$838K +4,118 +85%
GG
1849
Golden Green
South Carolina
$1.59M +$996K +4,894 +121%
WP
1850
WealthShield Partners
North Carolina
$1.59M +$110K +542 +6%

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.