V icon

Visa
V

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 %
ERWM
2601
Elk River Wealth Management
Colorado
$576K – – –
SPC
2602
Stewart & Patten Company
California
$575K -$10.4K -50 -2%
QFA
2603
Quantum Financial Advisors
California
$574K – – –
LSA
2604
Lion Street Advisors
Texas
$572K +$66.3K +313 +13%
WDL
2605
Well Done LLC
Michigan
$570K -$43K -207 -7%
FCA
2606
FinTrust Capital Advisors
South Carolina
$570K +$46.9K +226 +9%
SNBOSCI
2607
Security National Bank of Sioux City Iowa
Iowa
$567K +$567K +2,731 New
NRC
2608
New Republic Capital
North Carolina
$567K +$567K +2,728 New
ICP
2609
Interchange Capital Partners
Pennsylvania
$566K +$55.3K +266 +11%
UCB
2610
United Community Bank
South Carolina
$566K +$15.4K +74 +3%
MIM
2611
Meridiem Investment Management
United Kingdom
$565K -$87.3K -420 -13%
CCM
2612
Carlson Capital Management
Minnesota
$565K +$64.4K +310 +13%
CBA
2613
Coastal Bridge Advisors
Connecticut
$563K +$92.9K +447 +20%
TFA
2614
Tranquilli Financial Advisor
New Jersey
$563K +$109K +526 +24%
TPW
2615
Transatlantique Private Wealth
New York
$562K -$20.8K -100 -4%
WCP
2616
Wick Capital Partners
Pennsylvania
$562K -$29.5K -142 -5%
SFG
2617
Summit Financial Group
West Virginia
$562K – – –
HCM
2618
Huber Capital Management
California
$561K +$104K +500 +23%
PVM
2619
Palogic Value Management
Texas
$560K +$560K +2,697 New
SPWM
2620
Spartan Planning & Wealth Management
North Carolina
$560K +$560K +2,694 +269,400%
EBA
2621
Eagle Bay Advisors
New York
$558K +$165K +795 +42%
MIAS
2622
Mason Investment Advisory Services
Virginia
$554K +$1.45K +7 +0.3%
LPAM
2623
Lodestar Private Asset Management
California
$552K +$552K +2,655 New
MCA
2624
MSH Capital Advisors
Arizona
$551K -$30.3K -146 -5%
ORAM
2625
One River Asset Management
Connecticut
$550K +$550K +2,645 New
103 104
105
106 107