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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 %
SPA
2776
Sherbrooke Park Advisers
New York
$436K +$436K +2,100 New
LA
2777
Lane & Associates
New Jersey
$435K +$435K +2,094 New
WMA
2778
West Michigan Advisors
Michigan
$433K +$14.3K +69 +3%
NCG
2779
Newport Capital Group
New Jersey
$433K -$470K -2,261 -52%
NWM
2780
NEIRG Wealth Management
Massachusetts
$432K +$13.1K +63 +3%
CIAS
2781
CFS Investment Advisory Services
New Jersey
$431K -$60.8M -292,697 -99%
T
2782
TOBAM
France
$430K -$44.3K -213 -9%
PCOC
2783
Power Corp of Canada
Canada
$430K – – –
CFD
2784
Creative Financial Designs
Indiana
$429K +$60K +289 +16%
SFG
2785
Sunburst Financial Group
Alabama
$429K +$37K +178 +9%
KA
2786
Klingman & Associates
New York
$428K +$37.2K +179 +10%
WFA
2787
Wellspring Financial Advisors
Ohio
$427K +$111K +536 +35%
BWM
2788
BlackDiamond Wealth Management
New York
$426K +$426K +1,926 New
CFSG
2789
Clark Financial Services Group
Missouri
$425K -$92K -443 -18%
BEI
2790
Benjamin Edwards Inc
Missouri
$425K +$109K +526 +35%
SCM
2791
SOL Capital Management
Maryland
$424K – – –
EA
2792
Echo45 Advisors
California
$422K +$22.4K +108 +6%
HP
2793
HT Partners
Connecticut
$422K +$13.9K +67 +3%
PSCM
2794
Per Stirling Capital Management
Texas
$421K +$421K +2,025 New
RWPA
2795
Richard W. Paul & Associates
Michigan
$420K +$420K +2,023 New
RWM
2796
RKL Wealth Management
Pennsylvania
$420K +$208 +1 +0%
FH
2797
FWG Holdings
Florida
$420K +$6.23K +30 +2%
CG
2798
Clifford Group
Massachusetts
$420K +$420K +2,020 New
BBL
2799
Beck Bode LLC
Massachusetts
$417K -$709K -3,414 -63%
PC
2800
Permanens Capital
New York
$416K -$41.6K -200 -9%
110 111
112
113 114