We are live on ! Find out more

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
ACA
2351
Affinity Capital Advisors
California
$670K -$2.24K -11 -0.3%
PWM
2352
PBMares Wealth Management
Virginia
$670K
CWM
2353
Connecticut Wealth Management
Connecticut
$669K +$9.16K +45 +1%
SF
2354
Symphony Financial
Texas
$668K -$6.71K -33 -0.9%
OPA
2355
Old Port Advisors
Maine
$668K
LHC
2356
Little House Capital
Massachusetts
$668K +$78.1K +384 +11%
PGWM
2357
Pitti Group Wealth Management
New York
$667K +$3.05K +15 +0.4%
SJIM
2358
St. Johns Investment Management
Florida
$667K +$49.9K +245 +7%
CL
2359
CPWM LLC
Washington
$665K -$277K -1,362 -27%
VCM
2360
Virtue Capital Management
Tennessee
$663K -$58K -285 -7%
MJP
2361
Michael J. Puzo
$662K +$5.09K +25 +0.7%
RBFC
2362
Roman Butler Fullerton & Co
Missouri
$662K +$86.1K +423 +13%
SAM
2363
SignalPoint Asset Management
Missouri
$661K -$71K -349 -9%
NPA
2364
Nichols & Pratt Advisers
Massachusetts
$660K -$781K -3,840 -51%
HCM
2365
Hutchinson Capital Management
California
$657K -$7.73K -38 -1%
IIM
2366
Ironwood Investment Management
Massachusetts
$656K -$10.2K -50 -1%
BCM
2367
Brown Capital Management
Maryland
$655K -$2.04K -10 -0.3%
PFA
2368
Pure Financial Advisors
California
$654K -$102K -503 -12%
FC
2369
Forte Capital
New York
$654K +$8.95K +44 +1%
CWM
2370
Castle Wealth Management
Florida
$654K +$163K +800 +28%
FAG
2371
Fortitude Advisory Group
Washington
$652K -$5.9K -29 -0.8%
PGWM
2372
Parisi Gray Wealth Management
New Jersey
$652K -$2.04K -10 -0.3%
LWM
2373
Liberty Wealth Management
California
$652K +$79K +388 +12%
KFS
2374
Kaizen Financial Strategies
California
$651K -$2.04K -10 -0.3%
HG
2375
Harbor Group
New Hampshire
$651K

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.