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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
PAG
1901
Private Advisory Group
Washington
$1.46M -$843K -4,145 -34%
PPWM
1902
Paragon Private Wealth Management
Kentucky
$1.46M +$31.7K +156 +2%
NAMP
1903
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.45M
GWANC
1904
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.44M +$65.1K +320 +4%
PTC
1905
Private Trust Company
Ohio
$1.43M -$172K -846 -9%
SIM
1906
Sterling Investment Management
Arizona
$1.43M +$631K +3,100 +63%
ACG
1907
Allen Capital Group
Nebraska
$1.42M -$422K -2,073 -21%
SFA
1908
Semmax Financial Advisors
North Carolina
$1.42M -$104K -513 -7%
FPCP
1909
Fort Point Capital Partners
California
$1.42M +$9.97K +49 +0.6%
BW
1910
Bison Wealth
Georgia
$1.42M +$1.09M +5,343 +200%
RWP
1911
Revolve Wealth Partners
New Jersey
$1.41M -$67.4K -331 -4%
MFP
1912
Meridian Financial Partners
Virginia
$1.41M +$28.1K +138 +2%
SI
1913
Scharf Investments
California
$1.4M -$40.3K -198 -2%
FPFS
1914
First Personal Financial Services
North Carolina
$1.4M -$25.8K -127 -2%
QFA
1915
Quattro Financial Advisors
Texas
$1.4M
TWM
1916
Thrive Wealth Management
Pennsylvania
$1.4M +$258K +1,266 +19%
JI
1917
Jeereddi Investments
California
$1.39M -$133K -655 -8%
HVM
1918
Harvest Volatility Management
Connecticut
$1.39M -$64.7K -318 -4%
ARMT
1919
Amica Retiree Medical Trust
Rhode Island
$1.39M +$14.4K +71 +0.9%
SFP
1920
Sweet Financial Partners
Minnesota
$1.38M +$70.2K +345 +5%
CPC
1921
Congress Park Capital
New York
$1.38M -$56K -275 -3%
AWS
1922
AJ Wealth Strategies
New York
$1.38M +$8.95K +44 +0.6%
VPI
1923
Value Partners Investments
Manitoba, Canada
$1.38M +$214K +1,051 +16%
BAAM
1924
Baker Avenue Asset Management
California
$1.38M -$102K -503 -6%
DI
1925
DFPG Investments
Utah
$1.38M +$244K +1,199 +20%

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.