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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
DPI
2451
Diversified Portfolios Inc
Michigan
$574K +$296K +1,454 +82%
VC
2452
Vicus Capital
Pennsylvania
$572K +$84.4K +415 +15%
BWA
2453
Blodgett Wealth Advisors
California
$570K +$25.4K +125 +4%
RIM
2454
Redwood Investment Management
Arizona
$569K +$400K +1,966 +159%
IF
2455
Intrua Financial
Texas
$565K -$845K -4,154 -57%
MCM
2456
Monument Capital Management
Virginia
$563K +$155K +763 +32%
DOA
2457
D'Orazio & Associates
Virginia
$562K -$236K -1,162 -27%
NC
2458
NinePointTwo Capital
California
$562K
NSIM
2459
North Star Investment Management
Illinois
$560K
PDM
2460
Penn Davis McFarland
Texas
$560K
IWA
2461
Inspirion Wealth Advisors
Illinois
$559K
APC
2462
Aspire Private Capital
North Carolina
$559K +$3.05K +15 +0.5%
PHIC
2463
Pine Haven Investment Counsel
Massachusetts
$559K +$18.3K +90 +3%
MIM
2464
Meridiem Investment Management
United Kingdom
$558K +$61K +300 +11%
BEW
2465
Burton Enright Welch
California
$556K +$3.87K +19 +0.6%
BWA
2466
Bordeaux Wealth Advisors
California
$553K +$378K +1,859 +148%
MCM
2467
Morton Capital Management
California
$553K -$34.8K -171 -5%
OWM
2468
OneAscent Wealth Management
Alabama
$552K +$633K +3,110 New
HGERS
2469
Householder Group Estate & Retirement Specialist
Arizona
$551K +$83.8K +412 +15%
CA
2470
Claro Advisors
Massachusetts
$550K
HA
2471
Hamel Associates
New Jersey
$550K
MWP
2472
Madison Wealth Partners
Wisconsin
$550K +$11.8K +58 +2%
FFA
2473
Fi3 Financial Advisors
Indiana
$549K +$2.44K +12 +0.4%
AC
2474
Annandale Capital
Texas
$548K
MTWM
2475
Masso Torrence Wealth Management
New Jersey
$547K -$610 -3 -0.1%

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.