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Visa
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Overview Fund Activity

3,389 hedge funds and large institutions have $329B invested in Visa in 2022 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,285 increasing their positions, 1,374 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,389
Holders Change
+229
Holders Change %
+7.25%
% of All Funds
54.68%
Holding in Top 10
509
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+18.65%
% of All Funds
8.21%
New
386
Increased
1,285
Reduced
1,374
Closed
94
Calls
$4.78B
Puts
$3.26B
Net Calls
+$1.52B
Net Calls Change
-$1.55B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.22B
2
CSA
Cottage Street Advisors
Massachusetts
+$992M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$460M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$459M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$440M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.26B
2
Goldman Sachs
Goldman Sachs
New York
-$1.08B
3
GQG Partners
GQG Partners
Florida
-$472M
4
MAM
Magellan Asset Management
Australia
-$468M
5
Jane Street
Jane Street
New York
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTAS
2476
Linden Thomas Advisory Services
North Carolina
$701K +$701K +3,372 New
OWA
2477
Opal Wealth Advisors
New York
$700K +$10.2K +49 +1%
PFG
2478
Prosperity Financial Group
California
$700K +$700K +3,370 New
PWM
2479
Prentice Wealth Management
New York
$700K +$21.4K +103 +3%
LI
2480
LVZ Inc
Michigan
$699K +$161K +776 +30%
IA
2481
IFG Advisory
Georgia
$699K -$7.9K -38 -1%
MCA
2482
Magnolia Capital Advisors
Mississippi
$697K -$415 -2 -0.1%
GF
2483
Gries Financial
Ohio
$694K -$32K -154 -4%
PWM
2484
Palumbo Wealth Management
New York
$694K +$77.5K +373 +13%
CIEP
2485
Constellation Investimentos e Participacoes
Brazil
$694K +$109K +526 +19%
TWM
2486
Tradition Wealth Management
Minnesota
$692K -$8.1K -39 -1%
PIA
2487
Perennial Investment Advisors
California
$691K +$18.5K +89 +3%
WA
2488
Waddell & Associates
Tennessee
$690K +$70.4K +339 +11%
ACA
2489
Ackerman Capital Advisors
Texas
$689K – – –
BIAS
2490
Beacon Investment Advisory Services
New Jersey
$687K -$41.6K -200 -6%
CWP
2491
Concord Wealth Partners
Virginia
$685K -$220K -1,058 -24%
WFAG
2492
Worth Financial Advisory Group
North Carolina
$685K +$685K +3,298 New
MIP
2493
Marietta Investment Partners
Wisconsin
$683K +$30.1K +145 +5%
DA
2494
Detalus Advisors
Missouri
$683K +$3.32K +16 +0.5%
PWM
2495
PBMares Wealth Management
Virginia
$682K -$102K -490 -13%
LC
2496
Lavaca Capital
Texas
$681K +$280K +1,348 +70%
IAP
2497
Indie Asset Partners
Indiana
$679K -$4.78K -23 -0.7%
KFS
2498
Kaizen Financial Strategies
California
$678K -$140K -627 -17%
GCM
2499
Gladius Capital Management
Illinois
$678K -$3.61M -17,357 -84%
BWA
2500
BDO Wealth Advisors
Florida
$678K -$11.2K -54 -2%
98 99
100
101 102