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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 %
CTFG
2926
Capstone Triton Financial Group
Oklahoma
$326K – – –
AWP
2927
Abacus Wealth Partners
California
$326K +$26.4K +127 +9%
GFWA
2928
Grey Fox Wealth Advisors
Delaware
$325K +$325K +1,565 New
TAIM
2929
TD Ameritrade Investment Management
Nebraska
$325K -$96.3K -464 -23%
CFG
2930
Carr Financial Group
Massachusetts
$325K +$325K +1,564 New
EWA
2931
ERTS Wealth Advisors
Michigan
$324K -$24.3K -117 -7%
TFA
2932
Tobias Financial Advisors
Florida
$322K +$7.48K +36 +2%
TF
2933
Trek Financial
Arizona
$322K -$76.7K -369 -19%
RFO
2934
RiverGlades Family Offices
Florida
$322K +$322K +1,550 New
Cohen & Steers
2935
Cohen & Steers
New York
$322K – – –
CPW
2936
Crestmont Private Wealth
Texas
$322K +$322K +1,548 New
C
2937
Covestor
United Kingdom
$321K -$16.8K -81 -5%
BWM
2938
Blossom Wealth Management
California
$320K +$8.31K +40 +3%
DGAM
2939
Desjardins Global Asset Management
Quebec, Canada
$319K +$33.1K +160 +12%
KFI
2940
Key Financial Inc
Pennsylvania
$318K – – –
IFA
2941
Index Fund Advisors
California
$318K -$534K -2,571 -63%
RAM
2942
Roanoke Asset Management
New Jersey
$318K – – –
B
2943
Bridgeworth
Alabama
$318K -$15.2K -73 -5%
V
2944
VeraBank
Texas
$318K +$1.87K +9 +0.6%
SC
2945
Saturna Capital
Washington
$317K – – –
HA
2946
Hofer & Associates
California
$317K +$4.16K +20 +1%
LC
2947
LCNB Corp
Ohio
$317K +$15.8K +76 +5%
EWA
2948
Evolution Wealth Advisors
Florida
$316K +$44K +212 +16%
SRC
2949
Shufro Rose & Co
New York
$316K +$4.57K +22 +1%
GSIAS
2950
Garden State Investment Advisory Services
New Jersey
$315K +$315K +1,516 New
116 117
118
119 120