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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
AFS
2201
Aft Forsyth & Sober
Florida
$844K
UAS
2202
United Asset Strategies
New York
$844K +$117K +576 +14%
ECM
2203
Estabrook Capital Management
New York
$841K -$28.1K -138 -3%
APIM
2204
Agate Pass Investment Management
Washington
$840K +$55.8K +274 +6%
ACM
2205
Argent Capital Management
Missouri
$839K
BIA
2206
Bigelow Investment Advisors
Maine
$839K +$29.9K +147 +3%
CSIC
2207
Clifford Swan Investment Counsel
California
$838K
LA
2208
Legacy Advisors
Pennsylvania
$836K +$560K +2,750 +141%
SAM
2209
Stewart Asset Management
New York
$836K +$957K +4,704 New
JFA
2210
JNBA Financial Advisors
Minnesota
$835K -$8.55K -42 -0.9%
GIM
2211
Groesbeck Investment Management
New Jersey
$835K
PWMG
2212
Pinnacle Wealth Management Group
Michigan
$835K
FBT
2213
First Bankers Trust
Kentucky
$834K -$87.9K -432 -8%
9WM
2214
9258 Wealth Management
Ohio
$834K -$81.4K -400 -8%
BDWCC
2215
B&D White Capital Company
Texas
$834K +$956K +4,700 New
PP
2216
PDS Planning
Ohio
$831K -$75.5K -371 -7%
FW
2217
FirstPurpose Wealth
Utah
$831K +$138K +680 +17%
PFA
2218
Professional Financial Advisors
Nebraska
$830K +$14.9K +73 +2%
FPA
2219
First Pacific Advisors
California
$824K
CA
2220
Centerpoint Advisors
Massachusetts
$822K
GWS
2221
Glassman Wealth Services
Virginia
$817K -$38.1K -187 -4%
LOAMU
2222
Lombard Odier Asset Management (USA)
New York
$817K
SAM
2223
Satovsky Asset Management
New York
$817K +$1.83K +9 +0.2%
NCG
2224
Newport Capital Group
New Jersey
$814K +$433K +2,127 +96%
WMP
2225
Wealth Management Partners
Arizona
$813K

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.