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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
DA
1951
DCM Advisors
New York
$1.31M -$546K -2,682 -27%
CC
1952
Copperleaf Capital
North Carolina
$1.31M -$120K -591 -7%
WAAG
1953
Wealth Alliance Advisory Group
Kansas
$1.31M +$105K +515 +8%
BSA
1954
Braun Stacey Associates
New York
$1.31M -$40.7K -200 -3%
CCM
1955
Cribstone Capital Management
Maine
$1.31M +$85.1K +418 +6%
SPWM
1956
Schrum Private Wealth Management
Florida
$1.31M
CASB
1957
Cape Ann Savings Bank
Massachusetts
$1.31M +$11.2K +55 +0.8%
SIA
1958
Soltis Investment Advisors
Utah
$1.3M +$1.25M +6,137 +523%
BLC
1959
Brown, Lisle/Cummings
Rhode Island
$1.3M
SWA
1960
Sutton Wealth Advisors
Florida
$1.3M +$132K +647 +10%
LWA
1961
Lineweaver Wealth Advisors
Ohio
$1.29M -$745K -3,663 -33%
CC
1962
Cadinha & Co
Hawaii
$1.29M -$348K -1,712 -19%
GWM
1963
Gray Wealth Management
Maine
$1.29M -$11.2K -55 -0.8%
HIIFS
1964
Harel Insurance Investments & Financial Services
Israel
$1.29M +$1.41M +6,950 +3,424%
JHCP
1965
Jackson Hole Capital Partners
Oklahoma
$1.28M +$193K +946 +15%
WA
1966
WBH Advisory
Maryland
$1.28M -$325K -1,598 -18%
TWI
1967
Thomas White International
Illinois
$1.28M
PPG
1968
Peak Planning Group
Colorado
$1.28M -$53.1K -261 -3%
LCM
1969
Leisure Capital Management
California
$1.28M +$75.1K +369 +5%
AC
1970
Avestar Capital
New York
$1.28M -$374K -1,836 -20%
SSW
1971
Stone Summit Wealth
Florida
$1.28M +$64.1K +315 +5%
FCM
1972
FJ Capital Management
Virginia
$1.26M -$203K -1,000 -13%
SDWIA
1973
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.26M
PSB
1974
Piscataqua Savings Bank
New Hampshire
$1.25M -$28.9K -142 -2%
I
1975
INVST
Indiana
$1.25M +$703K +3,456 +102%

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.