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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 %
FAM
2676
Formidable Asset Management
Ohio
$509K -$20.8K -100 -4%
FC
2677
FCA Corp
Texas
$508K – – –
UL
2678
Unionview LLC
Washington
$507K -$14.1K -68 -3%
CG
2679
Carmignac Gestion
France
$507K +$98.5K +474 +24%
Parnassus Investments
2680
Parnassus Investments
California
$507K +$507K +2,438 New
WWP
2681
WR Wealth Planners
Missouri
$506K +$69.8K +336 +16%
CCFM
2682
Clear Creek Financial Management
Washington
$505K -$183K -882 -27%
MWA
2683
Moser Wealth Advisors
Washington
$505K – – –
TCM
2684
Tandem Capital Management
New Jersey
$503K +$2.08K +10 +0.4%
HWM
2685
Hemington Wealth Management
Virginia
$502K -$8.72K -42 -2%
DWA
2686
Dougherty Wealth Advisers
Minnesota
$502K – – –
AAM
2687
Augustine Asset Management
Florida
$501K +$501K +2,413 New
BSSFA
2688
Baron Silver Stevens Financial Advisors
Florida
$501K +$501K +2,410 New
KC
2689
Kenfarb & Co
Kentucky
$500K – – –
SWM
2690
Stockman Wealth Management
Montana
$498K +$38.4K +185 +8%
NERM
2691
New England Research & Management
Illinois
$497K – – –
SC
2692
Sierra Capital
Florida
$497K +$28.9K +139 +6%
SQA
2693
Simon Quick Advisors
New Jersey
$497K +$191K +920 +63%
CWA
2694
Canvas Wealth Advisors
Kansas
$495K +$111K +506 +29%
PA
2695
Probity Advisors
Texas
$495K -$29.9K -144 -6%
BAM
2696
Bellevue Asset Management
Washington
$494K -$9.08K -44 -2%
PGH
2697
Partners Group Holding
Switzerland
$494K – – –
GP
2698
Geneva Partners
Wisconsin
$494K -$7.27K -35 -1%
NAS
2699
Nicolet Advisory Services
Wisconsin
$492K +$492K +2,213 New
FFG
2700
Frisch Financial Group
New York
$491K +$624 +3 +0.1%
106 107
108
109 110