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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 %
PCC
2801
Park Circle Company
Maryland
$416K – – –
NS
2802
Newman & Schimel
Illinois
$414K +$414K +1,993 New
TFCP
2803
Twin Focus Capital Partners
Massachusetts
$414K -$25.6K -123 -6%
IWS
2804
Insight Wealth Strategies
California
$414K -$3.14M -15,110 -88%
MWP
2805
Meredith Wealth Planning
Illinois
$413K +$413K +1,989 New
CPWA
2806
Cerro Pacific Wealth Advisors
California
$412K -$9.14K -44 -2%
VC
2807
Veery Capital
Delaware
$411K +$12.5K +60 +3%
MPW
2808
MGO Private Wealth
California
$410K -$5.4K -26 -1%
AO
2809
Allen Operations
New York
$408K – – –
LCM
2810
LVM Capital Management
Michigan
$408K +$12K +58 +3%
KFA
2811
Kelleher Financial Advisors
New York
$407K +$23.1K +111 +6%
AIP
2812
ARS Investment Partners
New York
$406K -$9.77K -47 -2%
JDR
2813
Jay D. Rosenbaum
$404K +$74.8K +360 +23%
KCG
2814
Kinsale Capital Group
Virginia
$404K +$404K +1,946 New
CSPAM
2815
Cary Street Partners Asset Management
Virginia
$403K -$37.4K -180 -8%
B
2816
Bellecapital
Switzerland
$402K – – –
AWA
2817
Amplius Wealth Advisors
Pennsylvania
$402K -$331K -1,595 -45%
BCG
2818
Breakwater Capital Group
New Jersey
$400K +$400K +1,925 New
XS
2819
XR Securities
Illinois
$399K +$51.3K +247 +15%
I
2820
InceptionR
California
$398K +$398K +1,918 New
HCA
2821
Heck Capital Advisors
Wisconsin
$398K +$5.4K +26 +1%
SIM
2822
Studio Investment Management
Illinois
$398K +$16.8K +81 +4%
FA
2823
Fortis Advisors
Pennsylvania
$397K – – –
AFAS
2824
Acorn Financial Advisory Services
Virginia
$397K +$12.5K +60 +3%
PVAMC
2825
PPS&V Asset Management Consultants
Michigan
$396K +$396K +1,908 New
111 112
113
114 115