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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
AAP
2051
Arax Advisory Partners
Colorado
$1.09M +$160K +784 +15%
TAM
2052
Tealwood Asset Management
Minnesota
$1.09M -$12K -59 -1%
TPWA
2053
TRUE Private Wealth Advisors
Oregon
$1.09M -$32.6K -160 -3%
SHFA
2054
SC&H Financial Advisors
Maryland
$1.09M -$156K -768 -11%
CPIA
2055
Cornell Pochily Investment Advisors
New York
$1.08M -$57K -280 -4%
SIA
2056
Strategic Investment Advisors
Michigan
$1.08M -$3.66K -18 -0.3%
SIG
2057
Sky Investment Group
Connecticut
$1.08M +$85.5K +420 +7%
LFA
2058
Legacy Financial Advisors
Kentucky
$1.08M -$109K -534 -8%
BOPW
2059
Brandywine Oak Private Wealth
Pennsylvania
$1.07M -$189K -929 -13%
IWA
2060
IVC Wealth Advisors
Pennsylvania
$1.07M -$4.07K -20 -0.3%
CL
2061
Choreo LLC
Illinois
$1.07M -$339K -1,667 -22%
HCM
2062
Horiko Capital Management
New York
$1.07M -$54.9K -270 -4%
OWA
2063
Octavia Wealth Advisors
Ohio
$1.07M +$26.7K +131 +2%
GFS
2064
GYL Financial Synergies
Connecticut
$1.07M -$12.4K -61 -1%
MMH
2065
Menora Mivtachim Holdings
Israel
$1.07M -$407K -2,000 -25%
ACM
2066
Ascendant Capital Management
California
$1.07M -$203K -1,000 -14%
BAM
2067
Berkshire Asset Management
Pennsylvania
$1.06M -$19.9K -98 -2%
LJAC
2068
L.J. Altfest & Co
New York
$1.06M -$35.8K -176 -3%
BONH
2069
Bank of New Hampshire
New Hampshire
$1.05M
NW
2070
Naviter Wealth
Arkansas
$1.05M +$122K +601 +11%
AIC
2071
Archer Investment Corporation
Indiana
$1.05M -$5.09K -25 -0.4%
MFG
2072
Menard Financial Group
Texas
$1.04M -$557K -2,736 -32%
MPPLM
2073
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.04M +$84.2K +414 +8%
WCA
2074
Waypoint Capital Advisors
Minnesota
$1.04M -$88.9K -437 -7%
CFA
2075
Cahill Financial Advisors
Minnesota
$1.04M -$2.24K -11 -0.2%

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.