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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 %
CIM
2976
Confluence Investment Management
Missouri
$297K – – –
WW
2977
Westshore Wealth
California
$297K – – –
CFFP
2978
Center for Financial Planning
Michigan
$296K +$28.9K +139 +11%
AC
2979
Apella Capital
Connecticut
$295K +$53.2K +256 +22%
JCM
2980
Jag Capital Management
Missouri
$295K -$1.57M -7,562 -84%
CWS
2981
Cypress Wealth Services
California
$295K +$16.4K +79 +6%
WCM
2982
Wallace Capital Management
Texas
$295K -$31.8K -153 -10%
BAM
2983
Brave Asset Management
New Jersey
$295K – – –
YWS
2984
Yarger Wealth Strategies
Ohio
$294K +$623 +3 +0.2%
MIM
2985
Martin Investment Management
Florida
$294K – – –
BFG
2986
Barber Financial Group
Kansas
$294K +$46.5K +224 +19%
EWS
2987
Evergreen Wealth Solutions
Pennsylvania
$293K -$5.62K -27 -2%
GWM
2988
Greenwich Wealth Management
Connecticut
$293K – – –
HFS
2989
Howard Financial Services
Texas
$293K +$4.36K +21 +2%
CA
2990
CGN Advisors
Kansas
$292K -$84.1K -405 -22%
AR
2991
Apeiron RIA
Texas
$292K -$16.8K -81 -5%
WCA
2992
Westover Capital Advisors
Delaware
$291K -$170K -817 -37%
VDI
2993
Vaughan David Investments
Illinois
$291K -$57.1K -275 -16%
FCFC
2994
First Citizens Financial Corp
Iowa
$291K – – –
CCMI
2995
Creative Capital Management Investments
California
$291K +$291K +1,400 New
FWP
2996
Firethorn Wealth Partners
Georgia
$290K +$30.5K +147 +12%
III
2997
Independent Investors Inc
New York
$289K – – –
PBO
2998
Peoples Bank (Ohio)
Ohio
$288K -$9.35K -45 -3%
AMG
2999
Advisors Management Group
Wisconsin
$288K +$3.95K +19 +1%
PWM
3000
Prosperity Wealth Management
California
$288K +$288K +1,386 New
118 119
120
121 122