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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 %
PHAM
2576
Palisades Hudson Asset Management
Florida
$602K +$1.25K +6 +0.2%
TNA
2577
True North Advisors
Texas
$601K +$1.45K +7 +0.2%
RLIM
2578
Red Lighthouse Investment Management
New York
$600K +$600K +2,889 New
FAFN
2579
First Affirmative Financial Network
Colorado
$599K -$106K -509 -15%
LIA
2580
LBMC Investment Advisors
Tennessee
$599K – – –
T
2581
TrueFG
Texas
$598K – – –
WAOI
2582
Wealth Advisors of Iowa
Iowa
$597K -$30.7K -148 -5%
VA
2583
Valmark Advisers
Ohio
$597K -$1.66K -8 -0.3%
WCM
2584
Wedge Capital Management
North Carolina
$596K +$4.99K +24 +0.8%
BWM
2585
Baron Wealth Management
Michigan
$595K +$595K +2,864 New
BPGAM
2586
BTG Pactual Global Asset Management
Bermuda
$594K -$101K -485 -14%
AP
2587
Advisors Preferred
Maryland
$594K +$594K +2,864 New
RWI
2588
Red Wave Investments
Pennsylvania
$593K -$135K -648 -19%
ARC
2589
Advisor Resource Council
Texas
$593K -$43.2K -208 -7%
TCBWMS
2590
Texas Capital Bank Wealth Management Services
Texas
$592K +$81.2K +391 +16%
MAM
2591
Marotta Asset Management
Virginia
$591K +$34.5K +166 +6%
DCM
2592
Dimension Capital Management
Florida
$591K +$57.8K +278 +11%
SIC
2593
Samalin Investment Counsel
New York
$591K +$1.45K +7 +0.2%
AA
2594
Advisory Alpha
Michigan
$588K -$1.04K -5 -0.2%
SC
2595
Saiph Capital
New Jersey
$586K +$17.5K +84 +3%
KC
2596
Knuff & Co
California
$586K – – –
PIMG
2597
Patriot Investment Management Group
Tennessee
$584K +$69.2K +299 +13%
CPA
2598
Court Place Advisors
Maryland
$583K – – –
BCM
2599
Bienville Capital Management
New York
$582K – – –
CAM
2600
Claret Asset Management
Quebec, Canada
$580K +$14.5K +70 +3%
102 103
104
105 106