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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 %
GAA
2551
Global Assets Advisory
Florida
$626K +$3.33K +16 +0.5%
C
2552
CEDRUS
Colorado
$626K +$20.4K +98 +3%
BC
2553
Bowman & Company
Wisconsin
$626K +$60K +289 +11%
WEPOG
2554
Wealth Enhancement & Preservation of GA
Georgia
$625K +$159K +764 +34%
OWM
2555
OneAscent Wealth Management
Alabama
$625K -$21.6K -104 -3%
PWMG
2556
Provence Wealth Management Group
California
$625K +$625K +3,008 New
SIAG
2557
Safeguard Investment Advisory Group
California
$621K +$6.03K +29 +1%
OIA
2558
Optimum Investment Advisors
Illinois
$619K – – –
VC
2559
Vicus Capital
Pennsylvania
$618K -$51.3K -247 -8%
LAS
2560
LWM Advisory Services
Florida
$617K -$477K -2,230 -44%
MS
2561
Mizuho Securities
Japan
$617K -$1.12M -5,367 -64%
ZIG
2562
Zuckerman Investment Group
Illinois
$616K +$78.9K +380 +15%
LFA
2563
Laraway Financial Advisors
Minnesota
$613K – – –
PWP
2564
Phillips Wealth Planners
Mississippi
$611K +$611K +2,669 New
VAG
2565
VisionPoint Advisory Group
Texas
$610K -$5.49K -24 -0.9%
PWA
2566
Primoris Wealth Advisors
Florida
$609K +$16.6K +80 +3%
MTIC
2567
Missouri Trust & Investment Company
Missouri
$607K -$14.6K -70 -2%
CWM
2568
Cahaba Wealth Management
Georgia
$606K +$55.5K +267 +10%
ESBC
2569
E.S. Barr & Co
Kentucky
$606K – – –
LA
2570
Legacy Advisors
Pennsylvania
$605K -$373K -1,796 -38%
EIP
2571
Ellis Investment Partners
Pennsylvania
$604K +$1.25K +6 +0.2%
VCM
2572
Vivaldi Capital Management
Illinois
$603K +$118K +541 +24%
LIG
2573
Lokken Investment Group
Delaware
$603K +$22.9K +110 +4%
CAG
2574
Curtis Advisory Group
California
$603K -$32.2K -155 -5%
SWA
2575
SOA Wealth Advisors
New York
$602K +$9.35K +45 +2%
101 102
103
104 105