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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 %
MA
2826
MKT Advisors
California
$396K +$6.66K +30 +2%
EP
2827
Edgestream Partners
New Jersey
$396K -$15.9M -76,292 -98%
OFG
2828
Oxford Financial Group
Indiana
$396K +$102K +490 +35%
MWPCG
2829
Measured Wealth Private Client Group
New Hampshire
$394K -$25.1K -121 -6%
WF
2830
WoodTrust Financial
Wisconsin
$393K – – –
CL
2831
CIM LLC
New York
$393K -$1.38K -6 -0.3%
NFG
2832
Nadler Financial Group
Illinois
$392K -$15.6K -75 -4%
RTC
2833
Riverview Trust Company
Washington
$392K -$37.2K -179 -9%
JWM
2834
Jeppson Wealth Management
California
$391K -$20.2K -97 -5%
SSG
2835
Summit Securities Group
New York
$391K +$391K +1,883 New
OIM
2836
Oder Investment Management
California
$390K – – –
CBTWT
2837
Community Bank & Trust (Waco, Texas)
Texas
$390K -$22.9K -110 -6%
MCM
2838
Monarch Capital Management
Indiana
$390K – – –
VFPI
2839
Vantage Financial Partners (Illinois)
Illinois
$390K -$51.9K -250 -12%
FNC
2840
First National Corp
Massachusetts
$389K -$67.5K -325 -15%
DB
2841
Dravo Bay
Delaware
$389K +$4.78K +23 +1%
CSWM
2842
Cassady Schiller Wealth Management
Ohio
$387K -$37K -178 -9%
HFP
2843
Holistic Financial Partners
Indiana
$387K – – –
MAG
2844
MRA Advisory Group
New Jersey
$384K +$58.6K +282 +18%
PFA
2845
Professional Financial Advisors
Nebraska
$384K -$586K -2,820 -60%
OPTFSNA
2846
Old Point Trust & Financial Services N A
Virginia
$384K +$6.03K +29 +2%
AIM
2847
Axiom Investment Management
New York
$383K +$16.6K +80 +5%
PCMF
2848
Private Capital Management (Florida)
Florida
$383K -$10.8K -52 -3%
VF
2849
Vest Financial
Virginia
$381K +$381K +1,834 New
SAMC
2850
Spectrum Asset Management (California)
California
$381K +$208 +1 +0.1%
112 113
114
115 116